Optimum Investment Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History
Optimum Investment Advisors
- $216 Million
- Q1 2024
A detailed history of Optimum Investment Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Optimum Investment Advisors holds 5,670 shares of DES stock, worth $173,558. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,670
Previous 5,670
-0.0%
Holding current value
$173,558
Previous $182,000
1.65%
% of portfolio
0.09%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding DES
# of Institutions
345Shares Held
29.8MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$72.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.3 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$46.4 Million0.06% of portfolio