Neumann Capital Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Neumann Capital Management, LLC
- $280 Million
- Q1 2024
A detailed history of Neumann Capital Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Neumann Capital Management, LLC holds 70,389 shares of DLS stock, worth $4.47 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
70,389
Previous 61,380
14.68%
Holding current value
$4.47 Million
Previous $3.92 Million
17.12%
% of portfolio
1.64%
Previous 1.56%
Shares
28 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$55.9 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.2 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$15.8 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.3 Million1.23% of portfolio