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

Evermay Wealth Management LLC

  • $618 Million
  • Q3 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 1,597 shares of DES stock, worth $54,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,602 0.31%
Holding current value
$54,920
Previous $49,000 12.24%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024
SELL
$30.61 - $34.92 $153 - $174
-5 Reduced 0.31%
1,597 $55,000
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
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 Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email