True Wealth Design, LLC Wisdomtree Tr Intl Small Cap D Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
A detailed history of True Wealth Design, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, True Wealth Design, LLC holds 10,902 shares of DLS stock, worth $702,742. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,902
Previous 10,927
0.23%
Holding current value
$702,742
Previous $698 Million
1.91%
% of portfolio
0.18%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$56.8 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.5 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$16 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.5 Million1.23% of portfolio