Robinson Smith Wealth Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 16,341 shares of DES stock, worth $562,620. This represents 0.48% of its overall portfolio holdings.

Number of Shares
16,341
Previous 18,741 12.81%
Holding current value
$562,620
Previous $584 Million 3.46%
% of portfolio
0.48%
Previous 0.51%

Shares

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

Nov 08, 2024
SELL
$30.61 - $34.92 $73,464 - $83,808
-2,400 Reduced 12.81%
16,341 $564 Million
Q4 2023

Feb 12, 2024
BUY
$26.55 - $32.72 $497,573 - $613,205
18,741 New
18,741 $603 Million

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
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
Track This Portfolio

Track Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email