Evanson Asset Management, LLC Wisdomtree Tr Transaction History
Evanson Asset Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Evanson Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 108,554 shares of DTH stock, worth $4.44 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
108,554
Previous 108,628
0.07%
Holding current value
$4.44 Million
Previous $4.3 Million
3.23%
% of portfolio
0.33%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding DTH
# of Institutions
82Shares Held
5.39MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$56.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY624KShares$25.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC398KShares$16.3 Million0.01% of portfolio
-
Vertex Planning Partners, LLC Downers Grove, IL326KShares$13.3 Million3.24% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA199KShares$8.13 Million0.09% of portfolio