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 5,172 shares of DES stock, worth $185,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,172
Previous 5,172 -0.0%
Holding current value
$185,157
Previous $161,000 10.56%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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