Buckingham Strategic Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 18,174 shares of DES stock, worth $650,629. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,174
Previous 18,112 0.34%
Holding current value
$650,629
Previous $591,000 4.23%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$30.34 - $32.53 $1,881 - $2,016
62 Added 0.34%
18,174 $566,000
Q1 2024

May 09, 2024
SELL
$30.25 - $32.68 $88,783 - $95,915
-2,935 Reduced 13.94%
18,112 $591,000
Q4 2023

Feb 14, 2024
BUY
$26.55 - $32.72 $5,017 - $6,184
189 Added 0.91%
21,047 $677,000
Q2 2023

Aug 11, 2023
BUY
$26.6 - $29.16 $182,981 - $200,591
6,879 Added 49.21%
20,858 $600,000
Q1 2022

May 10, 2022
BUY
$30.79 - $33.49 $6,927 - $7,535
225 Added 1.64%
13,979 $446,000
Q3 2021

Nov 10, 2021
BUY
$30.22 - $32.27 $190,929 - $203,881
6,318 Added 84.97%
13,754 $424,000
Q1 2021

Apr 30, 2021
BUY
$26.31 - $32.55 $195,641 - $242,041
7,436 New
7,436 $232,000
Q2 2020

Aug 03, 2020
SELL
$16.54 - $23.54 $172,611 - $245,663
-10,436 Closed
0 $0
Q1 2020

May 07, 2020
SELL
$15.92 - $28.87 $189,416 - $343,495
-11,898 Reduced 53.27%
10,436 $188,000
Q4 2019

Feb 04, 2020
BUY
$26.28 - $28.79 $2,338 - $2,562
89 Added 0.4%
22,334 $641,000
Q3 2019

Nov 12, 2019
BUY
$26.76 - $27.89 $10,570 - $11,016
395 Added 1.81%
22,245 $609,000
Q2 2019

Aug 05, 2019
BUY
N/A
7 Added 0.03%
21,850 $592,000
Q3 2018

Nov 02, 2018
BUY
N/A
8,679 Added 65.93%
21,843 $649,000
Q2 2018

Aug 13, 2018
BUY
N/A
13,164 New
13,164 $390,000
Q1 2018

May 14, 2018
SELL
N/A
-7,443 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
7,443
7,443 $216,000

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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