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

Bristlecone Advisors, LLC

  • $1.24 Billion
  • Q3 2024

A detailed history of Bristlecone Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 23,700 shares of DES stock, worth $848,459. This represents 0.07% of its overall portfolio holdings.

Number of Shares
23,700
Previous 24,757 4.27%
Holding current value
$848,459
Previous $771,000 5.97%
% of portfolio
0.07%
Previous 0.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$30.61 - $34.92 $32,354 - $36,910
-1,057 Reduced 4.27%
23,700 $817,000
Q2 2024

Jul 25, 2024
BUY
$30.34 - $32.53 $13,379 - $14,345
441 Added 1.81%
24,757 $771,000
Q1 2024

Apr 22, 2024
SELL
$30.25 - $32.68 $183,133 - $197,844
-6,054 Reduced 19.93%
24,316 $794,000
Q4 2023

Jan 25, 2024
BUY
$26.55 - $32.72 $902 - $1,112
34 Added 0.11%
30,370 $977,000
Q3 2023

Oct 16, 2023
BUY
$27.79 - $30.65 $10,365 - $11,432
373 Added 1.24%
30,336 $855,000
Q2 2023

Aug 03, 2023
BUY
$26.6 - $29.16 $27,398 - $30,034
1,030 Added 3.56%
29,963 $862,000
Q1 2023

May 11, 2023
BUY
$27.3 - $32.13 $35,080 - $41,287
1,285 Added 4.65%
28,933 $826,000
Q4 2022

Feb 14, 2023
BUY
$26.29 - $30.5 $53,237 - $61,762
2,025 Added 7.9%
27,648 $786,000
Q3 2022

Oct 27, 2022
BUY
$25.74 - $31.54 $10,038 - $12,300
390 Added 1.55%
25,623 $660,000
Q2 2022

Jul 25, 2022
BUY
$27.57 - $32.14 $422,675 - $492,738
15,331 Added 154.83%
25,233 $712,000
Q1 2022

Apr 22, 2022
BUY
$30.79 - $33.49 $21,553 - $23,443
700 Added 7.61%
9,902 $316,000
Q4 2021

Jan 19, 2022
BUY
$30.94 - $33.79 $22,029 - $24,058
712 Added 8.39%
9,202 $302,000
Q3 2021

Oct 19, 2021
SELL
$30.22 - $32.27 $906 - $968
-30 Reduced 0.35%
8,490 $262,000
Q2 2021

Jul 21, 2021
BUY
$31.27 - $33.51 $266,420 - $285,505
8,520 New
8,520 $272,000
Q4 2020

Jan 25, 2021
SELL
$21.26 - $26.81 $127,326 - $160,565
-5,989 Closed
0 $0
Q3 2020

Oct 20, 2020
BUY
$20.09 - $23.24 $120,319 - $139,184
5,989 New
5,989 $126,000
Q2 2020

Jul 16, 2020
SELL
$16.54 - $23.54 $400,879 - $570,538
-24,237 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$15.92 - $28.87 $385,853 - $699,722
24,237 New
24,237 $437,000

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
Track This Portfolio

Track Bristlecone Advisors, LLC Portfolio

Follow Bristlecone Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bristlecone Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bristlecone Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email