Bcs Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Bcs Wealth Management

$312 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 07, 2022	SELL	N/A	-1,944 Reduced 1.71%	111,502 $2.87 Million
Q2 2022 Jul 29, 2022	SELL	N/A	-677 Reduced 0.59%	113,446 $3.2 Million
Q1 2022 Apr 28, 2022	SELL	N/A	-27 Reduced 0.02%	114,123 $3.64 Million
Q4 2021 Jan 18, 2022	SELL	N/A	-6,523 Reduced 5.41%	114,150 $3.75 Million
Q3 2021 Oct 25, 2021	BUY	N/A	120,673 New	120,673 $3.72 Million

Q2 2021 Jul 21, 2021	SELL	N/A	-121,063 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	N/A	26 Added 0.02%	121,063 $3.77 Million
Q4 2020 Jan 21, 2021	SELL	N/A	-389 Reduced 0.32%	121,037 $3.22 Million
Q3 2020 Oct 23, 2020	SELL	N/A	-13,887 Reduced 10.26%	121,426 $2.56 Million
Q2 2020 Jul 21, 2020	SELL	N/A	-179 Reduced 0.13%	135,313 $2.87 Million
Q1 2020 Apr 10, 2020	SELL	N/A	-700 Reduced 0.51%	135,492 $2.44 Million
Q4 2019 Feb 10, 2020	BUY	N/A	136,192 New	136,192 $3.91 Million

Others Institutions Holding DES

# of Institutions

345

Shares Held

29.8M

Call Options Held

50.7K

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.