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 $3.68 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
53,295
Previous 50,022
6.54%
Holding current value
$3.68 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
5.51MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$55.5 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA283KShares$19.5 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.8 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$14 Million1.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.4 Million0.0% of portfolio