Columbia River Financial Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Columbia River Financial Group, LLC
- $155 Million
- Q2 2025
A detailed history of Columbia River Financial Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Columbia River Financial Group, LLC holds 20,062 shares of DES stock, worth $678,296. This represents 0.41% of its overall portfolio holdings.
Number of Shares
20,062
Previous 22,872
12.29%
Holding current value
$678,296
Previous $731,000
13.0%
% of portfolio
0.41%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
377Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$77.8 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$48.7 Million0.04% of portfolio