Smith, Moore & Co. Wisdomtree Tr Intl Largecap Di Transaction History

Smith, Moore & Co.

$935 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	N/A	-4,239 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	N/A	-768 Reduced 15.34%	4,239 $209,000
Q1 2021 May 14, 2021	BUY	N/A	5,007 New	5,007 $237,000
Q2 2020 Aug 10, 2020	SELL	N/A	-10,039 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	3,085 Added 44.36%	10,039 $371,000

Q3 2019 Nov 07, 2019	SELL	N/A	-385 Reduced 5.25%	6,954 $320,000
Q1 2019 May 07, 2019	BUY	N/A	699 Added 10.53%	7,339 $340,000
Q4 2018 Feb 15, 2019	SELL	N/A	-1,824 Reduced 21.55%	6,640 $282,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,438 Added 20.47%	8,464 $404,000
Q1 2018 May 14, 2018	SELL	N/A	-176 Reduced 2.44%	7,026 $350,000
Q4 2017 Feb 09, 2018	SELL	N/A	-1,438 Reduced 16.64%	7,202 $365,000
Q3 2017 Nov 02, 2017	BUY	N/A	8,640	8,640 $428,000

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

Ticker DOL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Moore & Co., based on Form 13F filings with the SEC.

News

Stay updated on Smith, Moore & Co. with notifications on news.