A detailed history of Kades & Cheifetz LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Kades & Cheifetz LLC holds 109,498 shares of DES stock, worth $3.77 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
109,498
Previous 107,138 2.2%
Holding current value
$3.77 Million
Previous $3.34 Billion 13.16%
% of portfolio
2.16%
Previous 2.1%

Shares

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

Oct 02, 2024

BUY
$30.61 - $34.92 $72,239 - $82,411
2,360 Added 2.2%
109,498 $3.78 Billion
Q2 2024

Aug 12, 2024

SELL
$30.34 - $32.53 $94,933 - $101,786
-3,129 Reduced 2.84%
107,138 $3.34 Billion
Q1 2024

May 06, 2024

SELL
$30.25 - $32.68 $157,693 - $170,360
-5,213 Reduced 4.51%
110,267 $3.6 Billion
Q4 2023

Jan 29, 2024

BUY
$26.55 - $32.72 $74,021 - $91,223
2,788 Added 2.47%
115,480 $3.72 Billion
Q3 2023

Oct 30, 2023

BUY
$27.79 - $30.65 $47,020 - $51,859
1,692 Added 1.52%
112,692 $3.18 Billion
Q2 2023

Aug 07, 2023

BUY
$26.6 - $29.16 $47,108 - $51,642
1,771 Added 1.62%
111,000 $3.2 Billion
Q1 2023

May 08, 2023

BUY
$27.3 - $32.13 $9,200 - $10,827
337 Added 0.31%
109,229 $3.12 Billion
Q4 2022

Feb 02, 2023

BUY
$26.29 - $30.5 $2.86 Million - $3.32 Million
108,892 New
108,892 $3.1 Billion

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Kades & Cheifetz LLC Portfolio

Follow Kades & Cheifetz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kades & Cheifetz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kades & Cheifetz LLC with notifications on news.