Cibc Private Wealth Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 5,697 shares of DES stock, worth $192,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,697

Previous 5,172 10.15%

Holding current value

$192,615

Previous $177,000 2.82%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$31.63 - $35.22 $16,605 - $18,490	525 Added 10.15%	5,697 $182,000
Q1 2024 May 10, 2024	SELL	$30.25 - $32.68 $44,013 - $47,549	-1,455 Reduced 21.96%	5,172 $169,000
Q4 2023 Feb 13, 2024	BUY	$26.55 - $32.72 $175,946 - $216,835	6,627 New	6,627 $213,000
Q1 2019 May 10, 2019	SELL	N/A	-12,099 Closed	0 $0
Q4 2018 Feb 05, 2019	SELL	N/A	-282 Reduced 2.28%	12,099 $0
Q3 2018 Nov 14, 2018	BUY	N/A	348 Added 2.89%	12,381 $368,000
Q2 2018 Aug 02, 2018	BUY	N/A	10,583 Added 729.86%	12,033 $357,000
Q1 2018 May 17, 2018	SELL	N/A	-2,528 Reduced 63.55%	1,450 $40,000
Q4 2017 Feb 12, 2018	BUY	N/A	3,978	3,978 $116,000

Others Institutions Holding DES

# of Institutions

378

Shares Held

31.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Cibc Private Wealth Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History