Aspen Investment Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Aspen Investment Management Inc

  • $214 Million
  • Q3 2024

A detailed history of Aspen Investment Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Aspen Investment Management Inc holds 58,213 shares of DES stock, worth $2.02 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
58,213
Previous 59,311 1.85%
Holding current value
$2.02 Million
Previous $1.85 Million 8.66%
% of portfolio
0.94%
Previous 0.92%

Shares

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

Nov 08, 2024
SELL
$30.61 - $34.92 $33,609 - $38,342
-1,098 Reduced 1.85%
58,213 $2.01 Million
Q2 2024

Jul 26, 2024
BUY
$30.34 - $32.53 $91 - $97
3 Added 0.01%
59,311 $1.85 Million
Q1 2024

Apr 26, 2024
SELL
$30.25 - $32.68 $13,552 - $14,640
-448 Reduced 0.75%
59,308 $1.94 Million
Q4 2023

Feb 09, 2024
BUY
$26.55 - $32.72 $8,018 - $9,881
302 Added 0.51%
59,756 $1.92 Million
Q3 2023

Nov 01, 2023
BUY
$27.79 - $30.65 $23,677 - $26,113
852 Added 1.45%
59,454 $1.68 Million
Q2 2023

Jul 28, 2023
BUY
$26.6 - $29.16 $53 - $58
2 Added 0.0%
58,602 $1.69 Million
Q1 2023

May 16, 2023
SELL
$27.3 - $32.13 $220,201 - $259,160
-8,066 Reduced 12.1%
58,600 $1.67 Million
Q4 2022

Feb 06, 2023
BUY
$26.29 - $30.5 $16,773 - $19,459
638 Added 0.97%
66,666 $1.9 Million
Q3 2022

Nov 09, 2022
BUY
$25.74 - $31.54 $230,373 - $282,283
8,950 Added 15.68%
66,028 $1.7 Million
Q2 2022

Aug 15, 2022
BUY
$27.57 - $32.14 $13,922 - $16,230
505 Added 0.89%
57,078 $1.61 Million
Q1 2022

May 11, 2022
BUY
$30.79 - $33.49 $43,075 - $46,852
1,399 Added 2.54%
56,573 $1.8 Million
Q4 2021

Jan 26, 2022
BUY
$30.94 - $33.79 $2,475 - $2,703
80 Added 0.15%
55,174 $1.81 Million
Q2 2021

Aug 04, 2021
BUY
$31.27 - $33.51 $12,508 - $13,404
400 Added 0.73%
55,094 $1.76 Million
Q1 2021

Jun 10, 2021
SELL
$26.31 - $32.55 $11,707 - $14,484
-445 Reduced 0.81%
54,694 $1.7 Million
Q4 2020

Jan 25, 2021
BUY
$21.26 - $26.81 $61,122 - $77,078
2,875 Added 5.5%
55,139 $1.47 Million
Q2 2020

Aug 06, 2020
BUY
$16.54 - $23.54 $76,911 - $109,461
4,650 Added 9.77%
52,264 $1.11 Million
Q1 2020

May 15, 2020
SELL
$15.92 - $28.87 $84,057 - $152,433
-5,280 Reduced 9.98%
47,614 $858,000
Q3 2019

Nov 13, 2019
SELL
$26.76 - $27.89 $16,056 - $16,734
-600 Reduced 1.12%
52,894 $1.45 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-500 Reduced 0.93%
53,494 $1.45 Million
Q1 2019

May 15, 2019
SELL
N/A
-400 Reduced 0.74%
53,994 $1.49 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,000 Added 1.87%
54,394 $1.61 Million
Q1 2018

May 16, 2018
SELL
N/A
-150 Reduced 0.28%
53,394 $1.46 Million
Q4 2017

Feb 15, 2018
BUY
N/A
36,121 Added 207.32%
53,544 $0
Q3 2017

Nov 15, 2017
BUY
N/A
17,423
17,423 $1.46 Million

Others Institutions Holding DES

# of Institutions
350
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
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More about DES
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