Adviser Investments LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Adviser Investments LLC
- $7.54 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.15MShares$73.6 Million0.01% of portfolio
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Ubs Group Ag1.83MShares$62.6 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.65MShares$56.4 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.51MShares$51.6 Million0.05% of portfolio