Waterfront Wealth Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 2024
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 47,252 shares of DLS stock, worth $2.96 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
47,252
Previous 44,207
6.89%
Holding current value
$2.96 Million
Previous $2.8 Million
16.33%
% of portfolio
0.82%
Previous 0.79%
Shares
10 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$51.5 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.2 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$12.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$12.8 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.7 Million1.25% of portfolio