Harbor Investment Advisory, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Harbor Investment Advisory, LLC

$1.14 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 23, 2020	SELL	N/A	-184 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	N/A	184 New	184 $13,000

Others Institutions Holding DLS

# of Institutions

215

Shares Held

6.67M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

881K
Shares

$56 Million
0.66% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$26.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

286K
Shares

$18.2 Million
0.0% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

249K
Shares

$15.8 Million
4.69% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

225K
Shares

$14.3 Million
1.23% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbor Investment Advisory, LLC with notifications on news.