Bannerman Wealth Management Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Bannerman Wealth Management Group, LLC
- $130 Billion
- Q2 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 3,994 shares of DLS stock, worth $311,012. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,994
Previous 4,191
4.7%
Holding current value
$311,012
Previous $277 Million
8.45%
% of portfolio
0.23%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DLS
# of Institutions
218Shares Held
5.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$59.4 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA275KShares$21.4 Million1.27% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$15.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$13.9 Million0.01% of portfolio