Great Point Wealth Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Great Point Wealth Advisors, LLC
- $497 Million
- Q3 2025
A detailed history of Great Point Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 75,767 shares of DLS stock, worth $5.92 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
75,767
Previous 78,914
3.99%
Holding current value
$5.92 Million
Previous $5.21 Million
15.67%
% of portfolio
1.21%
Previous 1.15%
Shares
21 transactions
Others Institutions Holding DLS
# of Institutions
227Shares Held
5.29MCall Options Held
0Put Options Held
0-
Savant Capital, LLC805KShares$62.9 Million0.36% of portfolio
-
Bip Wealth, LLC Atlanta, GA269KShares$21 Million0.79% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.3% of portfolio
-
Morgan Stanley New York, NY181KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC179KShares$14 Million0.0% of portfolio