Kathleen S. Wright Associates Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 36,248 shares of DLS stock, worth $2.43 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
36,248
Previous 44,505
18.55%
Holding current value
$2.43 Million
Previous $2.9 Million
20.78%
% of portfolio
1.04%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding DLS
# of Institutions
217Shares Held
6.52MCall Options Held
0Put Options Held
0-
Savant Capital, LLC836KShares$56.1 Million0.52% of portfolio
-
Old Mission Capital LLC240KShares$16.1 Million0.43% of portfolio
-
Morgan Stanley New York, NY235KShares$15.8 Million0.0% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA226KShares$15.2 Million1.23% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$14.2 Million0.0% of portfolio