Alpha Omega Wealth Management LLC Wisdomtree Tr Intl Small Cap D Transaction History
Alpha Omega Wealth Management LLC
- $536 Million
- Q1 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 73,912 shares of DLS stock, worth $4.69 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
73,912
Previous 71,902
2.8%
Holding current value
$4.69 Million
Previous $4.59 Million
4.99%
% of portfolio
0.9%
Previous 0.76%
Shares
22 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$55.9 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.2 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