Position Size ($1000s)
$2,892
| $3,095
| $3,391
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
46,814
| 45,163
| 44,853
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
WISDOMTREE TR |
44,853 |
$3,391 | WTV | 44,853 | $3,391 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
WISDOMTREE TR |
45,163 |
$3,095 | WTV | 45,163 | $3,095 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
WISDOMTREE TR |
46,814 |
$2,892 | WTV | 46,814 | $2,892 |
Top Stocks Held at 03/31/2024: MSFT, AAPL, AMZN, COST, BRK, More »
Size ($ in 1000's)
At 03/31/2024: $56,170,895 At 12/31/2023: $54,356,993 At 09/30/2023: $43,616,016
Combined Holding Report Includes:
Corient Private Wealth LLC Aristotle Capital Management LLC BAHL & GAYNOR INC PARAMETRIC PORTFOLIO ASSOCIATES LLC LONDON CO OF VIRGINIA Winslow Capital Management LLC LAZARD ASSET MANAGEMENT LLC
Corient Private Wealth LLC Top Holdings
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