Abundance Wealth Counselors Wisdomtree Tr U.S. Smallcap Di Transaction History

Abundance Wealth Counselors

  • $483 Million
  • Q3 2024

A detailed history of Abundance Wealth Counselors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Abundance Wealth Counselors holds 14,025 shares of DES stock, worth $502,094. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,025
Previous 11,669 20.19%
Holding current value
$502,094
Previous $363,000 33.33%
% of portfolio
0.1%
Previous 0.17%

Shares

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

Oct 17, 2024
BUY
$30.61 - $34.92 $72,117 - $82,271
2,356 Added 20.19%
14,025 $484,000
Q2 2024

Jul 17, 2024
BUY
$30.34 - $32.53 $106,341 - $114,017
3,505 Added 42.93%
11,669 $363,000
Q1 2024

Apr 19, 2024
BUY
$30.25 - $32.68 $246,961 - $266,799
8,164 New
8,164 $267,000

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
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