Archetype Wealth Partners Wisdomtree Tr U.S. Smallcap Di Transaction History

Archetype Wealth Partners

  • $618 Million
  • Q2 2024

A detailed history of Archetype Wealth Partners transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Archetype Wealth Partners holds 15,214 shares of DES stock, worth $521,535. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,214
Previous 16,196 6.06%
Holding current value
$521,535
Previous $529,000 10.4%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Aug 15, 2024
SELL
$30.34 - $32.53 $29,793 - $31,944
-982 Reduced 6.06%
15,214 $474,000
Q1 2024

May 14, 2024
BUY
$30.25 - $32.68 $7,199 - $7,777
238 Added 1.49%
16,196 $529,000
Q4 2023

Feb 14, 2024
SELL
$26.55 - $32.72 $27,001 - $33,276
-1,017 Reduced 5.99%
15,958 $513,000
Q3 2023

Nov 13, 2023
BUY
$27.79 - $30.65 $100,877 - $111,259
3,630 Added 27.2%
16,975 $479,000
Q2 2023

Aug 14, 2023
SELL
$26.6 - $29.16 $1.43 Million - $1.56 Million
-53,597 Reduced 80.06%
13,345 $384,000
Q1 2023

May 10, 2023
BUY
$27.3 - $32.13 $739,420 - $870,241
27,085 Added 67.96%
66,942 $1.91 Million
Q4 2022

Feb 14, 2023
BUY
$26.29 - $30.5 $550,013 - $638,090
20,921 Added 110.48%
39,857 $1.13 Million
Q3 2022

Nov 14, 2022
BUY
$25.74 - $31.54 $61,415 - $75,254
2,386 Added 14.42%
18,936 $487,000
Q2 2022

Aug 15, 2022
BUY
$27.57 - $32.14 $164,896 - $192,229
5,981 Added 56.59%
16,550 $467,000
Q1 2022

May 12, 2022
BUY
$30.79 - $33.49 $325,419 - $353,955
10,569 New
10,569 $337,000

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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