Captrust Financial Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Captrust Financial Advisors holds 39,708 shares of DES stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,708
Previous 37,518 5.84%
Holding current value
$1.23 Million
Previous $1.21 Million 7.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024
BUY
$30.25 - $32.68 $66,247 - $71,569
2,190 Added 5.84%
39,708 $1.3 Million
Q4 2023

Feb 14, 2024
BUY
$26.55 - $32.72 $265 - $327
10 Added 0.03%
37,518 $1.21 Million
Q3 2023

Nov 14, 2023
BUY
$27.79 - $30.65 $1,056 - $1,164
38 Added 0.1%
37,508 $1.06 Million
Q2 2023

Aug 14, 2023
SELL
$26.6 - $29.16 $9,150 - $10,031
-344 Reduced 0.91%
37,470 $1.08 Million
Q1 2023

May 15, 2023
BUY
$27.3 - $32.13 $45,618 - $53,689
1,671 Added 4.62%
37,814 $1.08 Million
Q4 2022

Feb 15, 2023
SELL
$28.09 - $30.5 $30,309 - $32,909
-1,079 Reduced 2.9%
36,143 $1.03 Million
Q3 2022

Nov 16, 2022
BUY
N/A
14,091 Added 60.92%
37,222 $958,000
Q2 2022

Aug 16, 2022
BUY
N/A
6,986 Added 43.27%
23,131 $653,000
Q1 2022

May 16, 2022
SELL
N/A
-6,588 Reduced 28.98%
16,145 $515,000
Q4 2021

Feb 14, 2022
BUY
N/A
50 Added 0.22%
22,733 $747,000
Q3 2021

Nov 16, 2021
SELL
N/A
-382 Reduced 1.66%
22,683 $699,000
Q2 2021

Aug 16, 2021
SELL
N/A
-5,479 Reduced 19.19%
23,065 $736,000
Q1 2021

May 17, 2021
BUY
N/A
505 Added 1.8%
28,544 $889,000
Q4 2020

Feb 16, 2021
BUY
N/A
8,139 Added 40.9%
28,039 $747,000
Q3 2020

Nov 17, 2020
SELL
N/A
-13,520 Reduced 40.45%
19,900 $423,000
Q2 2020

Aug 14, 2020
SELL
N/A
-33,762 Reduced 50.25%
33,420 $695,000
Q1 2020

May 15, 2020
SELL
N/A
-11,145 Reduced 14.23%
67,182 $1.13 Million
Q4 2019

Feb 14, 2020
BUY
N/A
440 Added 0.56%
78,327 $2.23 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-3,830 Reduced 4.69%
77,887 $2.13 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-76 Reduced 0.09%
81,717 $2.22 Million
Q1 2019

May 15, 2019
BUY
N/A
66,478 Added 434.07%
81,793 $2.25 Million
Q4 2018

Feb 13, 2019
BUY
N/A
775 Added 5.33%
15,315 $376,000
Q2 2018

Aug 13, 2018
BUY
N/A
125 Added 0.87%
14,540 $431,000
Q1 2018

May 15, 2018
SELL
N/A
-2,355 Reduced 14.04%
14,415 $387,000
Q4 2017

Feb 14, 2018
SELL
N/A
-125 Reduced 0.74%
16,770 $487,000
Q3 2017

Feb 16, 2018
BUY
N/A
12,020 Added 246.56%
16,895 $461,000
Q3 2017

Nov 13, 2017
BUY
N/A
4,875
4,875 $410,000

Others Institutions Holding DES

# of Institutions
344
Shares Held
29.7M
Call Options Held
50.7K
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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