Waterfront Wealth Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
A detailed history of Waterfront Wealth Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Waterfront Wealth Inc. holds 53,295 shares of DLS stock, worth $3.87 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
53,295
Previous 50,022
6.54%
Holding current value
$3.87 Million
Previous $3.15 Million
11.72%
% of portfolio
0.86%
Previous 0.81%
Shares
12 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.35MCall Options Held
0Put Options Held
0-
Savant Capital, LLC785KShares$57 Million0.39% of portfolio
-
Bip Wealth, LLC Atlanta, GA283KShares$20.6 Million1.22% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$14.7 Million1.29% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$14.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$12.9 Million0.01% of portfolio