Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr Europe Smallcap Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 04, 2023	BUY	$55.29 - $61.12 $971,168 - $1.07 Million	17,565 New	17,565 $1.02 Million

Others Institutions Holding DFE

# of Institutions

Shares Held

716K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

147K
Shares

$8.62 Million
0.0% of portfolio
Courier Capital LLC

113K
Shares

$6.62 Million
0.44% of portfolio
Ubs Group Ag

51.9K
Shares

$3.04 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

41K
Shares

$2.4 Million
0.0% of portfolio
Vontobel Holding Ltd.

35.4K
Shares

$2.07 Million
0.01% of portfolio

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