Bickling Financial Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Bickling Financial Services, Inc.

$159 Million
Q4 2022

A detailed history of Bickling Financial Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bickling Financial Services, Inc. holds 18,276 shares of DES stock, worth $654,280. This represents 0.33% of its overall portfolio holdings.

Number of Shares

18,276

Previous 18,346 0.38%

Holding current value

$654,280

Previous $473,000 9.73%

% of portfolio

0.33%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$26.29 - $30.5 $1,840 - $2,135	-70 Reduced 0.38%	18,276 $519,000
Q3 2022 Nov 14, 2022	BUY	$25.74 - $31.54 $4,066 - $4,983	158 Added 0.87%	18,346 $473,000
Q2 2022 Aug 12, 2022	SELL	$27.57 - $32.14 $20,787 - $24,233	-754 Reduced 3.98%	18,188 $513,000
Q1 2022 May 25, 2022	SELL	$30.79 - $33.49 $1,108 - $1,205	-36 Reduced 0.19%	18,942 $604,000
Q4 2021 Feb 14, 2022	SELL	$30.94 - $33.79 $61 - $67	-2 Reduced 0.01%	18,978 $624,000
Q3 2021 Nov 01, 2021	SELL	$30.22 - $32.27 $2,115 - $2,258	-70 Reduced 0.37%	18,980 $585,000
Q2 2021 Aug 16, 2021	BUY	$31.27 - $33.51 $127,925 - $137,089	4,091 Added 27.35%	19,050 $608,000
Q4 2020 Feb 26, 2021	BUY	$21.26 - $26.81 $318,028 - $401,050	14,959 New	14,959 $398,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Bickling Financial Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History