Rothschild Investment LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Rothschild Investment LLC

$1.44 Trillion
Q2 2024

A detailed history of Rothschild Investment LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Rothschild Investment LLC holds 73 shares of DES stock, worth $2,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,500

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$30.34 - $32.53 $2,214 - $2,374	73 New	73 $2.27 Million

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

9.1K

Put Options Held

Morgan Stanley New York, NY

2.2M
Shares

$75.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.15M
Shares

$73.5 Million
0.01% of portfolio
Ubs Group Ag

1.83M
Shares

$62.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.65M
Shares

$56.3 Million
0.03% of portfolio
Creative Planning Overland Park, KS

1.51M
Shares

$51.6 Million
0.05% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Rothschild Investment LLC Wisdomtree Tr U.S. Smallcap Di Transaction History