Wambolt & Associates, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Wambolt & Associates, LLC
- $310 Million
- Q4 2024
A detailed history of Wambolt & Associates, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Wambolt & Associates, LLC holds 6,592 shares of DES stock, worth $194,793. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,592
Previous 9,062
27.26%
Holding current value
$194,793
Previous $312,000
27.56%
% of portfolio
0.07%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding DES
# of Institutions
360Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$72.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$65.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$65.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$50.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$43.6 Million0.05% of portfolio