Asset Planning,Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Asset Planning,Inc holds 1,050 shares of DES stock, worth $36,298. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,050

Holding current value

$36,298

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$33.7 - $37.69 $35,385 - $39,574	1,050 New	1,050 $36.1 Million

Others Institutions Holding DES

# of Institutions

354

Shares Held

29.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.24M
Shares

$77.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.2M
Shares

$75.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.97M
Shares

$68.1 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$59.5 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.49M
Shares

$51.6 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
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