Allworth Financial LP Wisdomtree Tr U.S. Smallcap Di Transaction History

Allworth Financial LP

  • $14 Billion
  • Q1 2024

A detailed history of Allworth Financial LP transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Allworth Financial LP holds 7,136 shares of DES stock, worth $222,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,136
Previous 6,871 3.86%
Holding current value
$222,286
Previous $221,000 5.43%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$30.25 - $32.68 $8,016 - $8,660
265 Added 3.86%
7,136 $233,000
Q4 2023

Jan 24, 2024
BUY
$26.55 - $32.72 $30,559 - $37,660
1,151 Added 20.12%
6,871 $221,000
Q3 2023

Oct 31, 2023
SELL
$27.79 - $30.65 $41,240 - $45,484
-1,484 Reduced 20.6%
5,720 $161,000
Q2 2023

Jul 18, 2023
SELL
$26.6 - $29.16 $20,455 - $22,424
-769 Reduced 9.65%
7,204 $207,000
Q1 2023

Apr 18, 2023
SELL
$27.3 - $32.13 $64,673 - $76,115
-2,369 Reduced 22.91%
7,973 $227,000
Q4 2022

Jan 13, 2023
SELL
$28.09 - $30.5 $203,961 - $221,460
-7,261 Reduced 41.25%
10,342 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-358 Reduced 1.99%
17,603 $453,000
Q2 2022

Jul 13, 2022
BUY
N/A
12,864 Added 252.38%
17,961 $507,000
Q1 2022

Apr 22, 2022
SELL
N/A
-1,375 Reduced 21.25%
5,097 $162,000
Q4 2021

Jan 21, 2022
SELL
N/A
-3,070 Reduced 32.17%
6,472 $213,000
Q3 2021

Nov 02, 2021
BUY
N/A
8,381 Added 721.88%
9,542 $294,000
Q2 2021

Aug 02, 2021
BUY
N/A
1,161 New
1,161 $37,000
Q2 2019

Jul 25, 2019
SELL
N/A
-147 Closed
0 $0
Q1 2019

May 07, 2019
BUY
N/A
147 New
147 $4,000

Others Institutions Holding DES

# of Institutions
344
Shares Held
29.7M
Call Options Held
50.7K
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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