180 Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
180 Wealth Advisors, LLC
- $823 Million
- Q4 2025
A detailed history of 180 Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 58,099 shares of DES stock, worth $1.9 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
58,099
Previous 58,400
0.52%
Holding current value
$1.9 Million
Previous $1.97 Million
3.2%
% of portfolio
0.23%
Previous 0.25%
Shares
25 transactions
Others Institutions Holding DES
# of Institutions
381Shares Held
30.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.63MShares$86.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$79.3 Million0.01% of portfolio
-
Ubs Group Ag1.63MShares$53.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$52.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.4MShares$46 Million0.04% of portfolio