Beacon Financial Group Wisdomtree Tr U.S. Smallcap Di Transaction History
Beacon Financial Group
- $896 Million
- Q2 2025
A detailed history of Beacon Financial Group transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Beacon Financial Group holds 75,013 shares of DES stock, worth $2.39 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
75,013
Previous 80,612
6.95%
Holding current value
$2.39 Million
Previous $2.57 Million
7.42%
% of portfolio
0.27%
Previous 0.3%
Shares
31 transactions
Others Institutions Holding DES
# of Institutions
375Shares Held
31.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$82.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$73.4 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$55.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$52.7 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$45.9 Million0.04% of portfolio