Creative Planning Wisdomtree Tr U.S. Smallcap Di Transaction History
Creative Planning
- $103 Billion
- Q4 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 1,475,993 shares of DES stock, worth $48.3 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,475,993
Previous 1,492,661
1.12%
Holding current value
$48.3 Million
Previous $51.5 Million
1.52%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding DES
# of Institutions
363Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$80.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$73 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$56.4 Million0.01% of portfolio
-
M&T Bank Corp1.07MShares$35 Million0.02% of portfolio