True Wealth Design, LLC Wisdomtree Tr Intl Largecap Di Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$49.5 - $53.37 $24,106 - $25,991	-487 Reduced 4.26%	10,945 $555 Million
Q1 2024 May 14, 2024	SELL	$47.98 - $51.98 $3,358 - $3,638	-70 Reduced 0.61%	11,432 $591 Million
Q4 2023 Feb 14, 2024	SELL	$43.94 - $49.34 $5,756 - $6,463	-131 Reduced 1.13%	11,502 $567 Million
Q3 2023 Nov 13, 2023	SELL	$45.36 - $48.51 $14,288 - $15,280	-315 Reduced 2.64%	11,633 $531 Million
Q2 2023 Aug 14, 2023	SELL	$45.64 - $48.69 $17,617 - $18,794	-386 Reduced 3.13%	11,948 $564 Million
Q1 2023 May 12, 2023	BUY	$44.28 - $47.87 $44 - $47	1 Added 0.01%	12,334 $576 Million
Q4 2022 Feb 15, 2023	BUY	$37.25 - $45.18 $459,404 - $557,204	12,333 New	12,333 $543 Million

Others Institutions Holding DOL

# of Institutions

95

Shares Held

8.12M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$135 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40.1 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$27.6 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$17.9 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$16.8 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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