Wealthpoint, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
361Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$73.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$67.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$66.8 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$51.9 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.48MShares$44.4 Million0.05% of portfolio