Householder Group Estate & Retirement Specialist, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$30.34 - $32.53 $19,235 - $20,624	634 Added 15.02%	4,856 $151,000
Q1 2023 Apr 13, 2023	BUY	$27.3 - $32.13 $115,260 - $135,652	4,222 New	4,222 $121,000
Q3 2022 Oct 11, 2022	BUY	$25.74 - $31.54 $65,637 - $80,427	2,550 New	2,550 $65,000

Others Institutions Holding DES

# of Institutions

360

Shares Held

31.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.46M
Shares

$82.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.23M
Shares

$75.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.22M
Shares

$74.9 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$58.2 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.48M
Shares

$49.8 Million
0.05% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

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