Dowling & Yahnke LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
345Shares Held
29.8MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$72.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.4 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.5 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$46.7 Million0.06% of portfolio