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

Peak Asset Management, LLC

$529 Million
Q4 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

104

Shares Held

7.99M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$146 Million
0.13% of portfolio
Huntington National Bank Columbus, OH

783K
Shares

$42 Million
0.28% of portfolio
Morgan Stanley New York, NY

628K
Shares

$33.6 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$19.4 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

357K
Shares

$19.1 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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