Db Wealth Management Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 80,971 shares of DES stock, worth $2.78 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
80,971
Previous 90,340
10.37%
Holding current value
$2.78 Million
Previous $2.55 Million
2.24%
% of portfolio
1.54%
Previous 1.66%
Shares
11 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$62.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.4 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51.6 Million0.05% of portfolio