Platform Technology Partners Wisdomtree Tr Intl Small Cap D Transaction History

Platform Technology Partners

$243 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	N/A	-3,824 Closed	0 $0
Q2 2020 Nov 30, 2020	BUY	N/A	3,824 New	3,824 $213,000

Others Institutions Holding DLS

# of Institutions

215

Shares Held

6.67M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

881K
Shares

$56.8 Million
0.66% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$26.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

286K
Shares

$18.5 Million
0.0% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

249K
Shares

$16 Million
4.69% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

225K
Shares

$14.5 Million
1.23% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

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