Dynamic Advisor Solutions LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 9,197 shares of DES stock, worth $310,950. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,197
Previous 10,443
11.93%
Holding current value
$310,950
Previous $331,000
6.65%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding DES
# of Institutions
378Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$77.8 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$48.7 Million0.04% of portfolio