St. Johns Investment Management Company, LLC Wisdomtree U.S. Largecap Fund Transaction History

St. Johns Investment Management Company, LLC

$213 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 24, 2019	SELL	N/A	-2,003 Closed	0 $0
Q1 2019 Apr 17, 2019	BUY	N/A	2,003 New	2,003 $64,000

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$134 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$79.8 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$67.4 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$63.9 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$62.3 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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