Evanson Asset Management, LLC Wisdomtree Tr Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 96,459 shares of DTH stock, worth $4.48 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
96,459
Previous 97,075
0.63%
Holding current value
$4.48 Million
Previous $3.67 Million
11.67%
% of portfolio
0.31%
Previous 0.27%
Shares
32 transactions
Others Institutions Holding DTH
# of Institutions
91Shares Held
5.65MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.45MShares$67.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY741KShares$34.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC600KShares$27.9 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS231KShares$10.8 Million0.02% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA161KShares$7.49 Million0.08% of portfolio