Creative Planning Wisdomtree Tr Intl Small Cap D Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Creative Planning holds 45,726 shares of DLS stock, worth $2.9 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45,726
Previous 48,544
5.81%
Holding current value
$2.9 Million
Previous $3.1 Million
3.81%
% of portfolio
0.0%
Previous 0.0%
Shares
27 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$55.9 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.2 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$15.8 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.3 Million1.23% of portfolio