Shakespeare Wealth Management, Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Shakespeare Wealth Management, Inc.
- $344 Million
- Q2 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 210,617 shares of DLS stock, worth $14.5 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
210,617
Previous 248,527
15.25%
Holding current value
$14.5 Million
Previous $16.2 Million
17.56%
% of portfolio
3.88%
Previous 4.69%
Shares
27 transactions
Others Institutions Holding DLS
# of Institutions
217Shares Held
6.52MCall Options Held
0Put Options Held
0-
Savant Capital, LLC836KShares$57.7 Million0.52% of portfolio
-
Old Mission Capital LLC240KShares$16.6 Million0.43% of portfolio
-
Morgan Stanley New York, NY235KShares$16.2 Million0.0% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA226KShares$15.6 Million1.23% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$14.6 Million0.0% of portfolio