Monterey Private Wealth, Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Monterey Private Wealth, Inc.

$249 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Feb 24, 2021	SELL	N/A	-17,969 Closed	0 $0
Q4 2019 Feb 24, 2021	BUY	N/A	17,969 New	17,969 $1.28 Million

Others Institutions Holding DLS

# of Institutions

215

Shares Held

6.67M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

881K
Shares

$56 Million
0.66% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$26.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

286K
Shares

$18.2 Million
0.0% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

249K
Shares

$15.8 Million
4.69% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

225K
Shares

$14.3 Million
1.23% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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