Bannerman Wealth Management Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Bannerman Wealth Management Group, LLC
- $136 Billion
- Q3 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 3,816 shares of DLS stock, worth $298,067. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,816
Previous 3,994
4.46%
Holding current value
$298,067
Previous $300 Million
1.14%
% of portfolio
0.22%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DLS
# of Institutions
224Shares Held
5.28MCall Options Held
0Put Options Held
0-
Savant Capital, LLC805KShares$62.9 Million0.36% of portfolio
-
Bip Wealth, LLC Atlanta, GA269KShares$21 Million0.79% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.3% of portfolio
-
Morgan Stanley New York, NY181KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC179KShares$14 Million0.0% of portfolio