Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 284,436 shares of DES stock, worth $9.78 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
284,436
Previous 287,741 1.15%
Holding current value
$9.78 Million
Previous $8.11 Million 12.77%
% of portfolio
3.34%
Previous 3.62%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
SELL
$26.55 - $32.72 $87,747 - $108,139
-3,305 Reduced 1.15%
284,436 $9.15 Million
Q3 2023

Oct 10, 2023
SELL
$27.79 - $30.65 $3.19 Million - $3.52 Million
-114,693 Reduced 28.5%
287,741 $8.11 Million
Q2 2023

Jul 11, 2023
SELL
$26.6 - $29.16 $549,343 - $602,212
-20,652 Reduced 4.88%
402,434 $11.6 Million
Q1 2023

Apr 04, 2023
SELL
$27.3 - $32.13 $90,745 - $106,800
-3,324 Reduced 0.78%
423,086 $12.1 Million
Q4 2022

Jan 03, 2023
SELL
$26.29 - $30.5 $109,024 - $126,483
-4,147 Reduced 0.96%
426,410 $12.1 Million
Q3 2022

Oct 03, 2022
SELL
$25.74 - $31.54 $88,416 - $108,339
-3,435 Reduced 0.79%
430,557 $11.1 Million
Q2 2022

Jul 01, 2022
BUY
$27.57 - $32.14 $106,144 - $123,739
3,850 Added 0.9%
433,992 $12.2 Million
Q1 2022

Apr 01, 2022
SELL
$30.79 - $33.49 $176,519 - $191,998
-5,733 Reduced 1.32%
430,142 $13.7 Million
Q4 2021

Jan 03, 2022
BUY
$30.94 - $33.79 $111,786 - $122,083
3,613 Added 0.84%
435,875 $14.3 Million
Q3 2021

Oct 01, 2021
SELL
$30.22 - $32.27 $374,486 - $399,889
-12,392 Reduced 2.79%
432,262 $13.3 Million
Q2 2021

Jul 01, 2021
BUY
$31.27 - $33.51 $13,852 - $14,844
443 Added 0.1%
444,654 $14.2 Million
Q1 2021

Apr 01, 2021
BUY
$26.31 - $32.55 $165,726 - $205,032
6,299 Added 1.44%
444,211 $13.8 Million
Q4 2020

Jan 04, 2021
BUY
$21.26 - $26.81 $243,150 - $306,625
11,437 Added 2.68%
437,912 $11.6 Million
Q3 2020

Oct 01, 2020
BUY
$20.09 - $23.24 $109,410 - $126,565
5,446 Added 1.29%
426,475 $8.99 Million
Q2 2020

Jul 01, 2020
BUY
$16.54 - $23.54 $391,237 - $556,815
23,654 Added 5.95%
421,029 $8.92 Million
Q1 2020

Apr 01, 2020
BUY
$15.92 - $28.87 $185,786 - $336,912
11,670 Added 3.03%
397,375 $7.16 Million
Q4 2019

Jan 02, 2020
BUY
$26.28 - $28.79 $229,529 - $251,451
8,734 Added 2.32%
385,705 $11.1 Million
Q3 2019

Oct 01, 2019
BUY
$26.76 - $27.89 $542,799 - $565,720
20,284 Added 5.69%
376,971 $10.3 Million
Q2 2019

Jul 01, 2019
BUY
N/A
20,252 Added 6.02%
356,687 $9.67 Million
Q1 2019

Apr 01, 2019
BUY
N/A
20,506 Added 6.49%
336,435 $9.27 Million
Q4 2018

Jan 02, 2019
BUY
N/A
641 Added 0.2%
315,929 $7.75 Million
Q3 2018

Oct 02, 2018
BUY
N/A
408 Added 0.13%
315,288 $9.37 Million
Q2 2018

Jul 05, 2018
BUY
N/A
1,727 Added 0.55%
314,880 $9.34 Million
Q1 2018

Apr 02, 2018
BUY
N/A
313,153 New
313,153 $8.58 Million

Others Institutions Holding DES

# of Institutions
351
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 Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio

Follow Eisner Amper Wealth Management Corporate Benefits, LLC 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 Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email