A detailed history of Fin Trust Capital Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 13,138 shares of DES stock, worth $470,340. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,138
Previous 13,327 1.42%
Holding current value
$470,340
Previous $415,000 9.16%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 11, 2024

SELL
$30.61 - $34.92 $5,785 - $6,599
-189 Reduced 1.42%
13,138 $453,000
Q2 2024

Jul 24, 2024

BUY
$30.34 - $32.53 $273 - $292
9 Added 0.07%
13,327 $415,000
Q1 2024

May 02, 2024

SELL
$30.25 - $32.68 $274,246 - $296,276
-9,066 Reduced 40.5%
13,318 $435,000
Q4 2023

Feb 13, 2024

SELL
$26.55 - $32.72 $19,354 - $23,852
-729 Reduced 3.15%
22,384 $720,000
Q3 2023

Oct 24, 2023

SELL
$27.79 - $30.65 $62,055 - $68,441
-2,233 Reduced 8.81%
23,113 $651,000
Q4 2022

Feb 14, 2023

SELL
$26.29 - $30.5 $27,841 - $32,299
-1,059 Reduced 4.01%
25,346 $720,000
Q3 2022

Oct 20, 2022

SELL
$25.74 - $31.54 $1,081 - $1,324
-42 Reduced 0.16%
26,405 $732,000
Q2 2022

Jul 26, 2022

BUY
$27.57 - $32.14 $80,118 - $93,398
2,906 Added 12.34%
26,447 $770,000
Q1 2022

May 03, 2022

SELL
$30.79 - $33.49 $293,921 - $319,695
-9,546 Reduced 28.85%
23,541 $750,000
Q4 2021

Feb 14, 2022

BUY
$30.94 - $33.79 $813,103 - $888,001
26,280 Added 386.07%
33,087 $1.09 Million
Q3 2021

Nov 16, 2021

BUY
$30.22 - $32.27 $30,763 - $32,850
1,018 Added 17.59%
6,807 $210,000
Q1 2021

May 17, 2021

SELL
$26.31 - $32.55 $100,898 - $124,829
-3,835 Reduced 39.85%
5,789 $180,000
Q4 2020

Feb 16, 2021

SELL
$21.26 - $26.81 $228,459 - $288,100
-10,746 Reduced 52.75%
9,624 $256,000
Q3 2020

Nov 10, 2020

SELL
$20.09 - $23.24 $90,565 - $104,765
-4,508 Reduced 18.12%
20,370 $429,000
Q2 2020

Sep 11, 2020

BUY
$16.54 - $23.54 $411,482 - $585,628
24,878 New
24,878 $527,000
Q2 2020

Aug 14, 2020

SELL
$16.54 - $23.54 $439,302 - $625,222
-26,560 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$15.92 - $28.87 $127,805 - $231,768
8,028 Added 43.32%
26,560 $479,000
Q4 2019

Jan 23, 2020

BUY
$26.28 - $28.79 $153,081 - $167,701
5,825 Added 45.84%
18,532 $531,000
Q3 2019

Oct 29, 2019

BUY
$26.76 - $27.89 $302,495 - $315,268
11,304 Added 805.7%
12,707 $348,000
Q2 2019

Aug 01, 2019

BUY
N/A
406 Added 40.72%
1,403 $38,000
Q1 2019

May 09, 2019

BUY
N/A
613 Added 159.64%
997 $27,000
Q4 2018

Feb 11, 2019

BUY
N/A
384 New
384 $9,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
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