Peak Asset Management, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Peak Asset Management, LLC

$519 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$45.78 - $46.76 $196,762 - $200,974	-4,298 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	4,298 New	4,298 $202,000

Others Institutions Holding DOL

# of Institutions

100

Shares Held

8.16M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$141 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$42 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$28.8 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.8 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$17.6 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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