Optimum Investment Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History
Optimum Investment Advisors
- $227 Million
- Q3 2024
A detailed history of Optimum Investment Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Optimum Investment Advisors holds 5,670 shares of DES stock, worth $195,218. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,670
Previous 5,670
-0.0%
Holding current value
$195,218
Previous $176,000
10.8%
% of portfolio
0.09%
Previous 0.08%
Shares
23 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$67.8 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.4 Million0.05% of portfolio