Private Ocean, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Private Ocean, LLC
- $889 Million
- Q1 2024
A detailed history of Private Ocean, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Private Ocean, LLC holds 3,970 shares of DLS stock, worth $252,372. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,970
Previous 4,084
2.79%
Holding current value
$252,372
Previous $260,000
0.77%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$56 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.3 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