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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,874 shares of DES stock, worth $353,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,874
Previous 9,782 0.94%
Holding current value
$353,489
Previous $304,000 11.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$30.61 - $34.92 $2,816 - $3,212
92 Added 0.94%
9,874 $340,000
Q1 2024

May 14, 2024
SELL
$30.25 - $32.68 $726 - $784
-24 Reduced 0.24%
9,782 $319,000
Q4 2023

Feb 28, 2024
SELL
$26.55 - $32.72 $13,513 - $16,654
-509 Reduced 4.93%
9,806 $315,000
Q3 2023

Nov 22, 2023
SELL
$27.79 - $30.65 $30.4 Million - $33.6 Million
-1,095,559 Reduced 99.07%
10,315 $290,000
Q2 2023

Aug 14, 2023
BUY
$26.6 - $29.16 $29.4 Million - $32.2 Million
1,103,708 Added 50956.05%
1,105,874 $31.8 Million
Q1 2023

Jun 05, 2023
SELL
$27.3 - $32.13 $241,878 - $284,671
-8,860 Reduced 80.36%
2,166 $61,000
Q4 2022

Jun 12, 2023
BUY
$26.29 - $30.5 $228,591 - $265,197
8,695 Added 401.43%
10,861 $308,000
Q3 2022

Dec 02, 2022
SELL
$25.74 - $31.54 $75,186 - $92,128
-2,921 Reduced 20.94%
11,026 $284,000
Q2 2022

Aug 11, 2022
SELL
$27.57 - $32.14 $120,480 - $140,451
-4,370 Reduced 23.86%
13,947 $394,000
Q1 2022

May 20, 2022
SELL
$30.79 - $33.49 $43,968 - $47,823
-1,428 Reduced 7.23%
18,317 $584,000
Q4 2021

Feb 17, 2022
SELL
$30.94 - $33.79 $58,786 - $64,201
-1,900 Reduced 8.78%
19,745 $649,000
Q3 2021

Nov 23, 2021
BUY
$30.22 - $32.27 $458,709 - $489,826
15,179 Added 234.75%
21,645 $667,000
Q3 2021

Nov 16, 2021
SELL
$30.22 - $32.27 $359,406 - $383,787
-11,893 Reduced 64.78%
6,466 $667,000
Q1 2021

May 17, 2021
SELL
$26.31 - $32.55 $11,839 - $14,647
-450 Reduced 2.39%
18,359 $572,000
Q4 2020

Feb 18, 2021
SELL
$21.26 - $26.81 $24,406 - $30,777
-1,148 Reduced 5.75%
18,809 $500,000
Q3 2020

Nov 17, 2020
BUY
$20.09 - $23.24 $400,936 - $463,800
19,957 New
19,957 $421,000
Q2 2020

Aug 14, 2020
SELL
$16.54 - $23.54 $385,117 - $548,105
-23,284 Closed
0 $493,000
Q1 2020

May 18, 2020
BUY
$15.92 - $28.87 $89,979 - $163,173
5,652 Added 32.06%
23,284 $420,000
Q4 2019

Feb 14, 2020
BUY
$26.28 - $28.79 $463,368 - $507,625
17,632 New
17,632 $506,000

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
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