Sea Crest Wealth Management, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Sea Crest Wealth Management, LLC

$801 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	N/A	406 New	406 $17,000
Q2 2019 Jul 19, 2019	SELL	N/A	-406 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	N/A	406	406 $21,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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