Collaborative Wealth Managment Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Collaborative Wealth Managment Inc.

  • $195 Million
  • Q1 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 13,256 shares of DES stock, worth $410,936. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,256
Previous 14,061 5.73%
Holding current value
$410,936
Previous $452,000 4.2%
% of portfolio
0.22%
Previous 0.25%

Shares

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

May 10, 2024
SELL
$30.25 - $32.68 $24,351 - $26,307
-805 Reduced 5.73%
13,256 $433,000
Q4 2023

Feb 07, 2024
SELL
$26.55 - $32.72 $2,283 - $2,813
-86 Reduced 0.61%
14,061 $452,000
Q3 2023

Nov 09, 2023
SELL
$27.79 - $30.65 $112,188 - $123,734
-4,037 Reduced 22.2%
14,147 $398,000
Q2 2023

Aug 07, 2023
SELL
$26.6 - $29.16 $9,788 - $10,730
-368 Reduced 1.98%
18,184 $523,000
Q1 2023

May 08, 2023
SELL
$27.3 - $32.13 $81,872 - $96,357
-2,999 Reduced 13.92%
18,552 $529,000
Q4 2022

Feb 10, 2023
SELL
$28.09 - $30.5 $9,494 - $10,309
-338 Reduced 1.54%
21,551 $612,000
Q3 2022

Nov 14, 2022
SELL
N/A
-615 Reduced 2.73%
21,889 $563,000
Q2 2022

Aug 15, 2022
SELL
N/A
-223 Reduced 0.98%
22,504 $635,000
Q4 2021

Feb 11, 2022
SELL
N/A
-53 Reduced 0.23%
22,727 $747,000
Q1 2021

May 12, 2022
BUY
N/A
22,780 New
22,780 $726,000

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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email