Capital Directions Investment Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 2,796 shares of DES stock, worth $95,846. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,796

Previous 0 Infinity%

Holding current value

$95,846

Previous $71,000 11.27%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	BUY	$26.29 - $30.5 $73,506 - $85,278	2,796 New	2,796 $79,000
Q3 2022 Nov 02, 2022	SELL	$25.74 - $31.54 $70,682 - $86,608	-2,746 Closed	0 $71,000
Q2 2022 Jul 26, 2022	BUY	$27.57 - $32.14 $551 - $642	20 Added 0.73%	2,746 $77,000
Q1 2022 May 16, 2022	BUY	$30.79 - $33.49 $83,933 - $91,293	2,726 New	2,726 $87,000
Q4 2021 Feb 22, 2022	SELL	$30.94 - $33.79 $83,197 - $90,861	-2,689 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$30.22 - $32.27 $543 - $580	18 Added 0.67%	2,689 $83,000
Q2 2021 Aug 13, 2021	BUY	$31.27 - $33.51 $83,522 - $89,505	2,671 New	2,671 $85,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

9.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Capital Directions Investment Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History