Clear Point Advisors Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Clear Point Advisors Inc. holds 224 shares of DES stock, worth $8,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
224
Previous 222 0.9%
Holding current value
$8,346
Previous $6.93 Million 11.54%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$30.61 - $34.92 $61 - $69
2 Added 0.9%
224 $7.72 Million
Q2 2024

Aug 14, 2024
BUY
$30.34 - $32.53 $60 - $65
2 Added 0.91%
222 $6.93 Million
Q1 2024

May 15, 2024
BUY
$30.25 - $32.68 $30 - $32
1 Added 0.46%
220 $7.2 Million
Q4 2023

May 15, 2024
BUY
$26.55 - $32.72 $5,814 - $7,165
219 New
219 $7.05 Million

Others Institutions Holding DES

# of Institutions
350
Shares Held
29.3M
Call Options Held
0
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
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email