Insight Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Insight Advisors, LLC
- $380 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding DGRS
# of Institutions
127Shares Held
6.77MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$44.9 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC579KShares$29.3 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$27.8 Million5.29% of portfolio
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Hennion & Walsh Asset Management, Inc.496KShares$25.1 Million1.21% of portfolio
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Morgan Stanley New York, NY412KShares$20.8 Million0.0% of portfolio