Montecito Bank & Trust Wisdomtree Tr U.S. Smallcap Di Transaction History
Montecito Bank & Trust
- $497 Million
- Q1 2024
A detailed history of Montecito Bank & Trust transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Montecito Bank & Trust holds 39,881 shares of DES stock, worth $1.24 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
39,881
Previous 39,417
1.18%
Holding current value
$1.24 Million
Previous $1.27 Million
2.76%
% of portfolio
0.26%
Previous 0.27%
Shares
20 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47 Million0.06% of portfolio