A detailed history of Buckingham Strategic Partners transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Buckingham Strategic Partners holds 16,412 shares of DES stock, worth $508,772. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,412
Previous 8,914 84.11%
Holding current value
$508,772
Previous $286,000 87.41%
% of portfolio
0.02%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$30.25 - $32.68 $226,814 - $245,034
7,498 Added 84.11%
16,412 $536,000
Q4 2023

Feb 14, 2024

BUY
$26.55 - $32.72 $48,161 - $59,354
1,814 Added 25.55%
8,914 $286,000
Q3 2023

Nov 14, 2023

SELL
$27.79 - $30.65 $12,755 - $14,068
-459 Reduced 6.07%
7,100 $200,000
Q2 2023

Aug 14, 2023

BUY
$26.6 - $29.16 $201,069 - $220,420
7,559 New
7,559 $217,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Buckingham Strategic Partners Portfolio

Follow Buckingham Strategic Partners 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 Buckingham Strategic Partners, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Partners with notifications on news.