Bdo Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,395 shares of DES stock, worth $47,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,395

Previous 1,395 -0.0%

Holding current value

$47,778

Previous $39,000 2.56%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Sep 03, 2021	SELL	$31.27 - $33.51 $13,133 - $14,074	-420 Reduced 23.14%	1,395 $44,000
Q1 2021 May 14, 2021	BUY	$26.31 - $32.55 $47,752 - $59,078	1,815 New	1,815 $57,000
Q3 2019 Nov 12, 2019	SELL	$26.76 - $27.89 $26,144 - $27,248	-977 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	8 Added 0.83%	977 $26,000
Q1 2019 May 15, 2019	BUY	N/A	1 Added 0.1%	969 $27,000
Q4 2018 Feb 14, 2019	BUY	N/A	10 Added 1.04%	968 $24,000
Q3 2018 Nov 07, 2018	BUY	N/A	10 Added 1.05%	958 $28,000
Q2 2018 Aug 27, 2018	BUY	N/A	6 Added 0.64%	948 $28,000
Q1 2018 May 23, 2018	BUY	N/A	942 New	942 $26,000

Others Institutions Holding DES

# of Institutions

354

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History