Aptus Capital Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 170 shares of DES stock, worth $6,339. This represents 0.0% of its overall portfolio holdings.

Number of Shares

170

Holding current value

$6,339

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$30.61 - $34.92 $5,203 - $5,936	170 New	170 $5,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.24M
Shares

$83.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.2M
Shares

$81.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.97M
Shares

$73.5 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$64.2 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.49M
Shares

$55.7 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Aptus Capital Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History