Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q1 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 12,160 shares of DES stock, worth $376,960. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,160
Previous 14,541 16.37%
Holding current value
$376,960
Previous $468 Million 15.05%
% of portfolio
0.1%
Previous 0.12%

Shares

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

May 01, 2024
SELL
$30.25 - $32.68 $72,025 - $77,811
-2,381 Reduced 16.37%
12,160 $397 Million
Q4 2023

Feb 06, 2024
SELL
$26.55 - $32.72 $65,074 - $80,196
-2,451 Reduced 14.42%
14,541 $468 Million
Q3 2023

Nov 14, 2023
SELL
$27.79 - $30.65 $26,984 - $29,761
-971 Reduced 5.41%
16,992 $479 Million
Q2 2023

Aug 09, 2023
BUY
$26.6 - $29.16 $477,815 - $523,801
17,963 New
17,963 $517 Million

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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