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
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$78.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.5 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.6 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.49MShares$53.4 Million0.05% of portfolio