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

Aspen Investment Management Inc

$197 Million
Q1 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 59,308 shares of DES stock, worth $1.84 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

59,308

Previous 59,756 0.75%

Holding current value

$1.84 Million

Previous $1.92 Million 0.83%

% of portfolio

0.98%

Previous 1.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$28.09 - $30.5 $17,921 - $19,459	638 Added 0.97%	66,666 $1.9 Million
Q3 2022 Nov 09, 2022	BUY	N/A	8,950 Added 15.68%	66,028 $1.7 Million
Q2 2022 Aug 15, 2022	BUY	N/A	505 Added 0.89%	57,078 $1.61 Million
Q1 2022 May 11, 2022	BUY	N/A	1,399 Added 2.54%	56,573 $1.8 Million
Q4 2021 Jan 26, 2022	BUY	N/A	80 Added 0.15%	55,174 $1.81 Million
Q2 2021 Aug 04, 2021	BUY	N/A	400 Added 0.73%	55,094 $1.76 Million
Q1 2021 Jun 10, 2021	SELL	N/A	-445 Reduced 0.81%	54,694 $1.7 Million
Q4 2020 Jan 25, 2021	BUY	N/A	2,875 Added 5.5%	55,139 $1.47 Million
Q2 2020 Aug 06, 2020	BUY	N/A	4,650 Added 9.77%	52,264 $1.11 Million
Q1 2020 May 15, 2020	SELL	N/A	-5,280 Reduced 9.98%	47,614 $858,000
Q3 2019 Nov 13, 2019	SELL	N/A	-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

345

Shares Held

29.8M

Call Options Held

50.7K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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