Evanson Asset Management, LLC Wisdomtree Tr Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 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 105,771 shares of DTH stock, worth $4.28 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
105,771
Previous 108,554
2.56%
Holding current value
$4.28 Million
Previous $4.17 Million
5.23%
% of portfolio
0.32%
Previous 0.33%
Shares
30 transactions
Others Institutions Holding DTH
# of Institutions
83Shares Held
5.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$55.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY624KShares$25.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC398KShares$16.1 Million0.01% of portfolio
-
Vertex Planning Partners, LLC Downers Grove, IL326KShares$13.2 Million3.24% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA199KShares$8.05 Million0.09% of portfolio