Destination Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History
Destination Wealth Management
- $2.98 Billion
- Q1 2024
A detailed history of Destination Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Destination Wealth Management holds 315,707 shares of DES stock, worth $9.83 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
315,707
Previous 318,238
0.8%
Holding current value
$9.83 Million
Previous $10.2 Million
0.78%
% of portfolio
0.35%
Previous 0.36%
Shares
28 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$69.2 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$60.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$51.2 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47.3 Million0.06% of portfolio