A detailed history of Gray Wealth Management Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Gray Wealth Management Inc. holds 7,671 shares of DES stock, worth $237,877. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,671
Previous 7,899 2.89%
Holding current value
$237,877
Previous $254,000 1.57%
% of portfolio
0.11%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$30.25 - $32.68 $6,897 - $7,451
-228 Reduced 2.89%
7,671 $250,000
Q4 2023

Jan 31, 2024

SELL
$26.55 - $32.72 $4,248 - $5,235
-160 Reduced 1.99%
7,899 $254,000
Q3 2023

Oct 27, 2023

SELL
$27.79 - $30.65 $10,171 - $11,217
-366 Reduced 4.34%
8,059 $227,000
Q2 2023

Aug 14, 2023

SELL
$26.6 - $29.16 $4,123 - $4,519
-155 Reduced 1.81%
8,425 $242,000
Q1 2023

Apr 11, 2023

SELL
$27.3 - $32.13 $136 - $160
-5 Reduced 0.06%
8,580 $245,000
Q4 2022

Feb 13, 2023

SELL
$28.09 - $30.5 $983 - $1,067
-35 Reduced 0.41%
8,585 $244,000
Q3 2022

Jan 03, 2023

BUY
N/A
200 Added 2.38%
8,620 $222,000
Q2 2022

Jan 03, 2023

BUY
N/A
398 Added 4.96%
8,420 $238,000
Q1 2021

Jan 03, 2023

BUY
N/A
8,022 New
8,022 $250,000
Q4 2020

Jan 13, 2023

SELL
N/A
-1,635 Reduced 16.26%
8,422 $225,000
Q3 2020

Jan 13, 2023

SELL
N/A
-621 Reduced 5.82%
10,057 $212,000
Q2 2020

Jan 13, 2023

SELL
N/A
-580 Reduced 5.15%
10,678 $225,000
Q1 2020

Jan 13, 2023

BUY
N/A
2,638 Added 30.6%
11,258 $203,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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