All Square Wealth Management LLC Wisdomtree Tr Intl Small Cap D Transaction History
All Square Wealth Management LLC
- $169 Million
- Q1 2024
A detailed history of All Square Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, All Square Wealth Management LLC holds 7,870 shares of DLS stock, worth $500,295. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,870
Previous 7,870
-0.0%
Holding current value
$500,295
Previous $502,000
2.19%
% of portfolio
0.3%
Previous 0.31%
Shares
14 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$56 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.2 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$15.8 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.3 Million1.23% of portfolio