Summit Asset Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Summit Asset Management, LLC
- $605 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DDWM
# of Institutions
109Shares Held
12.3MCall Options Held
0Put Options Held
0-
Park National Corp2.63MShares$107 Million3.64% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.18MShares$48.2 Million1.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC727KShares$29.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL629KShares$25.7 Million0.01% of portfolio
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Envestnet Asset Management Inc576KShares$23.5 Million0.01% of portfolio