A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Berger Financial Group, Inc holds 8,063 shares of DES stock, worth $250,033. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,063
Previous 8,063 -0.0%
Holding current value
$250,033
Previous $259,000 1.54%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 24, 2023

SELL
$27.3 - $32.13 $9,882 - $11,631
-362 Reduced 4.3%
8,063 $230,000
Q3 2022

Oct 27, 2022

SELL
N/A
-801 Reduced 8.68%
8,425 $217,000
Q2 2022

Aug 08, 2022

SELL
N/A
-418 Reduced 4.33%
9,226 $260,000
Q3 2021

Oct 28, 2021

BUY
N/A
705 Added 7.89%
9,644 $297,000
Q2 2021

Jul 29, 2021

SELL
N/A
-655 Reduced 6.83%
8,939 $285,000
Q1 2021

May 12, 2021

SELL
N/A
-67,070 Reduced 87.49%
9,594 $299,000
Q4 2020

Feb 02, 2021

BUY
N/A
76,664 New
76,664 $2.04 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
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