Rockingstone Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Rockingstone Advisors LLC
- $226 Billion
- Q4 2024
A detailed history of Rockingstone Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Rockingstone Advisors LLC holds 10,065 shares of DES stock, worth $348,450. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,065
Previous 7,565
33.05%
Holding current value
$348,450
Previous $261 Million
32.51%
% of portfolio
0.15%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
353Shares Held
29.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$76 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.2 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.6 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.7 Million0.05% of portfolio