Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Family Wealth Partners, LLC
- $277 Billion
- Q4 2025
A detailed history of Family Wealth Partners, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Family Wealth Partners, LLC holds 36,737 shares of DLS stock, worth $2.87 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
36,737
Previous 38,427
4.4%
Holding current value
$2.87 Million
Previous $3.06 Billion
2.6%
% of portfolio
1.07%
Previous 1.15%
Shares
9 transactions
Others Institutions Holding DLS
# of Institutions
222Shares Held
5.26MCall Options Held
0Put Options Held
0-
Savant Capital, LLC805KShares$62.9 Million0.36% of portfolio
-
Bip Wealth, LLC Atlanta, GA271KShares$21.2 Million0.8% 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