Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Strategic Financial Concepts, LLC

  • $314 Billion
  • Q3 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 8,710 shares of DES stock, worth $302,498. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,710
Previous 294,702 97.04%
Holding current value
$302,498
Previous $8.47 Million 3448.35%
% of portfolio
0.1%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$30.61 - $34.92 $8.75 Million - $9.99 Million
-285,992 Reduced 97.04%
8,710 $300 Million
Q2 2024

Aug 06, 2024
BUY
$30.34 - $32.53 $8.67 Million - $9.3 Million
285,808 Added 3213.49%
294,702 $8.47 Million
Q1 2024

Apr 22, 2024
BUY
$30.25 - $32.68 $269,043 - $290,655
8,894 New
8,894 $291 Million
Q3 2023

Nov 07, 2023
BUY
$27.79 - $30.65 $248,748 - $274,348
8,951 New
8,951 $252 Million

Others Institutions Holding DES

# of Institutions
350
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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