H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History
H&H Retirement Design & Management Inc
- $159 Million
- Q1 2025
A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 155,019 shares of DES stock, worth $4.61 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
155,019
Previous 153,752
0.82%
Holding current value
$4.61 Million
Previous $5.28 Million
6.19%
% of portfolio
3.12%
Previous 3.32%
Shares
9 transactions
Others Institutions Holding DES
# of Institutions
361Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$73.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$66.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$66 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$51.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$43.9 Million0.05% of portfolio