Wescott Financial Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 8,324 shares of DLS stock, worth $530,072. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,324
Previous 9,073
8.26%
Holding current value
$530,072
Previous $575,000
0.17%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.3 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.4 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio