Evanson Asset Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Evanson Asset Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Evanson Asset Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Evanson Asset Management, LLC holds 92,537 shares of DES stock, worth $3.17 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
92,537
Previous 97,923
5.5%
Holding current value
$3.17 Million
Previous $3.2 Million
9.94%
% of portfolio
0.23%
Previous 0.26%
Shares
29 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