Fiduciary Group LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Fiduciary Group LLC

  • $918 Million
  • Q2 2024

A detailed history of Fiduciary Group LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Fiduciary Group LLC holds 6,740 shares of DES stock, worth $231,047. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,740
Previous 6,740 -0.0%
Holding current value
$231,047
Previous $220,000 5.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 05, 2024
BUY
$26.55 - $32.72 $178,947 - $220,532
6,740 New
6,740 $216,000
Q2 2022

Aug 12, 2022
SELL
$27.57 - $32.14 $30,299 - $35,321
-1,099 Reduced 11.17%
8,740 $0
Q1 2022

May 13, 2022
BUY
$30.79 - $33.49 $4,310 - $4,688
140 Added 1.44%
9,839 $285,000
Q4 2021

Feb 14, 2022
BUY
$30.94 - $33.79 $13,892 - $15,171
449 Added 4.85%
9,699 $319,000
Q3 2021

Oct 27, 2021
BUY
$30.22 - $32.27 $12,299 - $13,133
407 Added 4.6%
9,250 $297,000
Q4 2020

Feb 12, 2021
BUY
$21.26 - $26.81 $188,002 - $237,080
8,843 New
8,843 $259,000
Q1 2020

May 11, 2020
SELL
$15.92 - $28.87 $139,889 - $253,680
-8,787 Closed
0 $0
Q3 2019

Nov 13, 2019
SELL
$26.76 - $27.89 $2,007 - $2,091
-75 Reduced 0.85%
8,787 $0
Q2 2018

Aug 02, 2018
BUY
N/A
700 Added 8.58%
8,862 $263,000
Q1 2018

May 14, 2018
BUY
N/A
200 Added 2.51%
8,162 $224,000
Q4 2017

Feb 02, 2018
BUY
N/A
5,308 Added 200.0%
7,962 $231,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,654
2,654 $223,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
9.1K
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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