Kathleen S. Wright Associates Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Kathleen S. Wright Associates Inc.
- $244 Million
- Q2 2025
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 29,189 shares of DLS stock, worth $2.27 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
29,189
Previous 29,207
0.06%
Holding current value
$2.27 Million
Previous $1.93 Million
13.75%
% of portfolio
0.9%
Previous 0.78%
Shares
15 transactions
Others Institutions Holding DLS
# of Institutions
220Shares Held
5.15MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$59.4 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA275KShares$21.4 Million1.27% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC181KShares$14.1 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$13.9 Million0.01% of portfolio