Wealthspire Advisors, LLC Wisdomtree Tr Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 146,803 shares of DTH stock, worth $5.68 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
146,803
Previous 150,367
2.37%
Holding current value
$5.68 Million
Previous $5.77 Million
5.44%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding DTH
# of Institutions
82Shares Held
5.54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$53.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY649KShares$25.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC585KShares$22.6 Million0.01% of portfolio
-
Vertex Planning Partners, LLC Downers Grove, IL330KShares$12.7 Million3.27% of portfolio
-
Mariner, LLC Overland Park, KS192KShares$7.41 Million0.01% of portfolio