Creekmur Asset Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Creekmur Asset Management LLC
- $603 Billion
- Q3 2025
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Creekmur Asset Management LLC holds 541 shares of DES stock, worth $17,723. This represents 0.0% of its overall portfolio holdings.
Number of Shares
541
Previous 745
27.38%
Holding current value
$17,723
Previous $23.7 Million
22.99%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
383Shares 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