Clearstead Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Clearstead Advisors, LLC holds 21,158 shares of DES stock, worth $706,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,158
Previous 21,355 0.92%
Holding current value
$706,465
Previous $736,000 1.36%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$33.7 - $37.69 $6,638 - $7,424
-197 Reduced 0.92%
21,158 $726,000
Q3 2024

Nov 13, 2024
BUY
$30.61 - $34.92 $21,335 - $24,339
697 Added 3.37%
21,355 $736,000
Q2 2024

Aug 09, 2024
BUY
$30.34 - $32.53 $626,763 - $672,004
20,658 New
20,658 $643,000

Others Institutions Holding DES

# of Institutions
362
Shares Held
31.5M
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
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