Tfc Financial Management Wisdomtree Tr U.S. Smallcap Di Transaction History
Tfc Financial Management
- $722 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
374Shares Held
30.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$82.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$73.4 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$55.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.65MShares$52.7 Million0.02% of portfolio
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Creative Planning Overland Park, KS1.44MShares$45.9 Million0.04% of portfolio