Bok Financial Private Wealth, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 21,742 shares of DES stock, worth $778,363. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,742
Previous 21,742 -0.0%
Holding current value
$778,363
Previous $677,000 10.64%
% of portfolio
0.05%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$30.25 - $32.68 $33,305 - $35,980
1,101 Added 5.33%
21,742 $710,000
Q3 2023

Oct 13, 2023
SELL
$27.79 - $30.65 $9,142 - $10,083
-329 Reduced 1.57%
20,641 $582,000
Q2 2023

Aug 08, 2023
SELL
$26.6 - $29.16 $3,112 - $3,411
-117 Reduced 0.55%
20,970 $603,000
Q1 2023

Apr 21, 2023
SELL
$27.3 - $32.13 $23,341 - $27,471
-855 Reduced 3.9%
21,087 $602,000
Q4 2022

Feb 02, 2023
SELL
$26.29 - $30.5 $5,205 - $6,039
-198 Reduced 0.89%
21,942 $624,000
Q3 2022

Nov 07, 2022
BUY
$25.74 - $31.54 $264,246 - $323,789
10,266 Added 86.46%
22,140 $570,000
Q3 2022

Nov 04, 2022
SELL
$25.74 - $31.54 $287,798 - $352,648
-11,181 Reduced 48.5%
11,874 $325,000
Q1 2022

May 09, 2022
SELL
$30.79 - $33.49 $12,377 - $13,462
-402 Reduced 1.71%
23,055 $735,000
Q4 2021

Feb 15, 2022
SELL
$30.94 - $33.79 $149,656 - $163,442
-4,837 Reduced 17.1%
23,457 $771,000
Q3 2021

Nov 15, 2021
BUY
$30.22 - $32.27 $496,212 - $529,873
16,420 Added 138.29%
28,294 $0
Q3 2021

Nov 09, 2021
SELL
$30.22 - $32.27 $557,105 - $594,897
-18,435 Reduced 60.82%
11,874 $325,000
Q2 2021

Aug 03, 2021
SELL
$31.27 - $33.51 $56,160 - $60,183
-1,796 Reduced 5.59%
30,309 $967,000
Q1 2021

May 12, 2021
SELL
$26.31 - $32.55 $1.57 Million - $1.94 Million
-59,552 Reduced 64.97%
32,105 $1 Million
Q4 2020

Feb 01, 2021
SELL
$21.26 - $26.81 $618,793 - $780,331
-29,106 Reduced 24.1%
91,657 $2.44 Million
Q3 2020

Nov 06, 2020
SELL
$20.09 - $23.24 $491,220 - $568,241
-24,451 Reduced 16.84%
120,763 $2.55 Million
Q2 2020

Aug 13, 2020
SELL
$16.54 - $23.54 $438,243 - $623,715
-26,496 Reduced 15.43%
145,214 $3.08 Million
Q1 2020

May 07, 2020
SELL
$15.92 - $28.87 $1.01 Million - $1.82 Million
-63,196 Reduced 26.9%
171,710 $3.09 Million
Q4 2019

Feb 05, 2020
BUY
$26.28 - $28.79 $5.86 Million - $6.42 Million
223,032 Added 1878.32%
234,906 $6.74 Million
Q3 2019

Nov 08, 2019
SELL
$26.76 - $27.89 $122,239 - $127,401
-4,568 Reduced 27.78%
11,874 $325,000
Q1 2019

Apr 30, 2019
SELL
N/A
-3,733 Reduced 18.5%
16,442 $453,000
Q2 2018

Aug 08, 2018
SELL
N/A
-198 Reduced 0.97%
20,175 $598,000
Q4 2017

Feb 05, 2018
BUY
N/A
13,582 Added 200.0%
20,373 $592,000
Q3 2017

Nov 06, 2017
BUY
N/A
6,791
6,791 $571,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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