Jpl Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Jpl Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 105,625 shares of DES stock, worth $3.62 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
105,625
Previous 102,162 3.39%
Holding current value
$3.62 Million
Previous $3.34 Billion 1.45%
% of portfolio
1.61%
Previous 1.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$30.34 - $32.53 $105,067 - $112,651
3,463 Added 3.39%
105,625 $3.29 Billion
Q1 2024

May 10, 2024
BUY
$30.25 - $32.68 $395,095 - $426,833
13,061 Added 14.66%
102,162 $3.34 Billion
Q4 2023

Feb 09, 2024
BUY
$26.55 - $32.72 $2.37 Million - $2.92 Million
89,101 New
89,101 $2.87 Billion

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
9.1K
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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