Belpointe Asset Management LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$28 Million5.29% of portfolio
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Lpl Financial LLC Fort Mill, SC503KShares$25.6 Million0.01% of portfolio
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Hennion & Walsh Asset Management, Inc.478KShares$24.3 Million1.19% of portfolio
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Morgan Stanley New York, NY378KShares$19.2 Million0.0% of portfolio
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Ubs Group Ag317KShares$16.1 Million0.0% of portfolio