United Capital Financial Advisers, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 185,701 shares of DES stock, worth $5.78 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
185,701
Previous 303,790
38.87%
Holding current value
$5.78 Million
Previous $9.77 Million
37.9%
% of portfolio
0.05%
Previous 0.08%
Shares
29 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$69.2 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$60.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$51.2 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47.3 Million0.06% of portfolio