Retirement Planning CO Of New England, Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$64.07 - $74.35 $9,610 - $11,152	-150 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$70.11 - $76.05 $10,516 - $11,407	150 New	150 $11,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

Put Options Held

Savant Capital, LLC

822K
Shares

$52.7 Million
0.48% of portfolio
Bip Wealth, LLC Atlanta, GA

243K
Shares

$15.5 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

205K
Shares

$13.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$13.1 Million
0.0% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

203K
Shares

$13 Million
1.25% of portfolio

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About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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