Waterfront Wealth Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Waterfront Wealth Inc.
- $417 Million
- Q2 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 54,175 shares of DLS stock, worth $4.22 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
54,175
Previous 53,295
1.65%
Holding current value
$4.22 Million
Previous $3.52 Million
15.7%
% of portfolio
0.98%
Previous 0.86%
Shares
13 transactions
Others Institutions Holding DLS
# of Institutions
218Shares Held
5.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$59.4 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA275KShares$21.4 Million1.27% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$15.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$13.9 Million0.01% of portfolio