Evermay Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Evermay Wealth Management LLC

$620 Million
Q2 2024

A detailed history of Evermay Wealth Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,602 shares of DES stock, worth $54,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,602

Previous 2,590 38.15%

Holding current value

$54,211

Previous $84,000 41.67%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$30.34 - $32.53 $29,975 - $32,139	-988 Reduced 38.15%	1,602 $49,000
Q2 2023 Aug 10, 2023	SELL	$26.6 - $29.16 $39,900 - $43,740	-1,500 Reduced 36.67%	2,590 $74,000
Q4 2022 Jan 19, 2023	BUY	$26.29 - $30.5 $131 - $152	5 Added 0.12%	4,090 $0
Q1 2022 May 16, 2022	SELL	$30.79 - $33.49 $17,396 - $18,921	-565 Reduced 12.15%	4,085 $130,000
Q2 2021 Aug 13, 2021	BUY	$31.27 - $33.51 $145,405 - $155,821	4,650 New	4,650 $148,000
Q4 2018 Jan 24, 2019	SELL	N/A	-7,380 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	N/A	-1,650 Reduced 18.27%	7,380 $219,000
Q2 2018 Aug 06, 2018	SELL	N/A	-890 Reduced 8.97%	9,030 $268,000
Q1 2018 May 04, 2018	SELL	N/A	-520 Reduced 4.98%	9,920 $272,000
Q4 2017 Feb 07, 2018	BUY	N/A	6,760 Added 183.7%	10,440 $303,000
Q3 2017 Oct 23, 2017	BUY	N/A	3,680	3,680 $309,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

9.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Evermay Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History