Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	N/A	-114 Closed	0 $0
Q1 2020 May 18, 2020	BUY	N/A	114 New	114 $2,000
Q4 2019 Feb 14, 2020	SELL	N/A	-114 Closed	0 $0
Q3 2019 May 28, 2020	BUY	N/A	114 New	114 $3,000

Others Institutions Holding DES

# of Institutions

345

Shares Held

29.8M

Call Options Held

50.7K

Put Options Held

Bank Of America Corp Charlotte, NC

2.36M
Shares

$72.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$68.4 Million
0.01% of portfolio
Ubs Group Ag

1.93M
Shares

$59.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.64M
Shares

$50.5 Million
0.03% of portfolio
Creative Planning Overland Park, KS

1.52M
Shares

$46.7 Million
0.06% of portfolio

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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