Discipline Wealth Solutions, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,710 shares of DLS stock, worth $920,523. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,710
Previous 4,722
147.99%
Holding current value
$920,523
Previous $354,000
162.99%
% of portfolio
0.26%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
220Shares Held
5.1MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$60 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA269KShares$21.2 Million0.79% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.7 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC181KShares$14.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$14 Million0.01% of portfolio