Creative Planning Wisdomtree Tr U.S. Smallcap Di Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Creative Planning holds 1,492,661 shares of DES stock, worth $53.7 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,492,661
Previous 1,506,548
0.92%
Holding current value
$53.7 Million
Previous $46.9 Million
9.7%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding DES
# of Institutions
350Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$79 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.9 Million0.01% of portfolio
-
M&T Bank Corp1.21MShares$43.4 Million0.03% of portfolio