True North Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History

True North Advisors, LLC

$420 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$41.84 - $49.19 $236,814 - $278,415	-5,660 Closed	0 $0
Q3 2021 Jun 07, 2022	BUY	$47.54 - $50.87 $269,076 - $287,924	5,660 New	5,660 $269,000

Others Institutions Holding DOL

# of Institutions

101

Shares Held

8.16M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$143 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$42.5 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$29.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$19 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$17.8 Million
0.0% 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 True North Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True North Advisors, LLC with notifications on news.