Institutional & Family Asset Management, LLC Wisdomtree Tr Europe Smallcap Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$35.16 - $65.92 $24,471 - $45,880	-696 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	696 New	696 $49,000

Others Institutions Holding DFE

# of Institutions

Shares Held

701K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

147K
Shares

$8.48 Million
0.0% of portfolio
Courier Capital LLC

116K
Shares

$6.69 Million
0.51% of portfolio
Ubs Group Ag

51.9K
Shares

$2.99 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

41K
Shares

$2.36 Million
0.0% of portfolio
Vontobel Holding Ltd.

35.3K
Shares

$2.04 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR EUROPE SMALLCAP

Ticker DFE
Sector ETFs
Industry ETFs

More about DFE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account