Urban Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Urban Wealth Management, LLC

$29.7 Million
Q2 2022

A detailed history of Urban Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Urban Wealth Management, LLC holds 263 shares of DES stock, worth $9,089. This represents 0.02% of its overall portfolio holdings.

Number of Shares

263

Holding current value

$9,089

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$27.57 - $32.14 $7,250 - $8,452	263 New	263 $7,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.24M
Shares

$77.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.2M
Shares

$75.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.97M
Shares

$68.1 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$59.5 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.49M
Shares

$51.6 Million
0.05% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Urban Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History