Kondo Wealth Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 25,001 shares of DES stock, worth $838,033. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,001
Previous 24,515
1.98%
Holding current value
$838,033
Previous $784 Million
3.8%
% of portfolio
0.36%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
378Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$86.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$77.1 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$58.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.4 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$48.2 Million0.04% of portfolio