Rockingstone Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Rockingstone Advisors LLC
- $203 Billion
- Q3 2025
A detailed history of Rockingstone Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Rockingstone Advisors LLC holds 9,065 shares of DES stock, worth $306,487. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,065
Previous 9,065
-0.0%
Holding current value
$306,487
Previous $288 Million
6.05%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
377Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$77.8 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$48.7 Million0.04% of portfolio