Halbert Hargrove Global Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Halbert Hargrove Global Advisors, LLC

  • $1.53 Billion
  • Q1 2024

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 36,001 shares of DES stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
36,001
Previous 29,398 22.46%
Holding current value
$1.12 Million
Previous $945,000 24.44%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Apr 17, 2024
BUY
$30.25 - $32.68 $199,740 - $215,786
6,603 Added 22.46%
36,001 $1.18 Million
Q4 2023

Jan 23, 2024
SELL
$26.55 - $32.72 $121,147 - $149,301
-4,563 Reduced 13.44%
29,398 $945,000
Q3 2023

Oct 13, 2023
BUY
$27.79 - $30.65 $1,973 - $2,176
71 Added 0.21%
33,961 $957,000
Q2 2023

Aug 14, 2023
BUY
$26.6 - $29.16 $1,489 - $1,632
56 Added 0.17%
33,890 $975,000
Q1 2023

Apr 25, 2023
SELL
$27.3 - $32.13 $1,201 - $1,413
-44 Reduced 0.13%
33,834 $966,000
Q4 2022

Jan 25, 2023
BUY
$28.09 - $30.5 $1,853 - $2,013
66 Added 0.2%
33,878 $0
Q3 2022

Oct 24, 2022
BUY
N/A
57 Added 0.17%
33,812 $870,000
Q2 2022

Aug 05, 2022
BUY
N/A
47 Added 0.14%
33,755 $953,000
Q1 2022

May 13, 2022
BUY
N/A
21 Added 0.06%
33,708 $1.07 Million
Q4 2021

Feb 14, 2022
BUY
N/A
426 Added 1.28%
33,687 $1.11 Million
Q3 2021

Oct 29, 2021
BUY
N/A
46 Added 0.14%
33,261 $1.03 Million
Q2 2021

Jul 29, 2021
BUY
N/A
35 Added 0.11%
33,215 $1.06 Million
Q1 2021

May 06, 2021
BUY
N/A
13 Added 0.04%
33,180 $1.03 Million
Q4 2020

Feb 04, 2021
BUY
N/A
12,545 Added 60.83%
33,167 $882,000
Q2 2020

Aug 10, 2020
BUY
N/A
1,563 Added 8.2%
20,622 $437,000
Q1 2020

May 01, 2020
BUY
N/A
19,059 New
19,059 $343,000
Q3 2018

Oct 31, 2018
SELL
N/A
-7,790 Closed
0 $0
Q1 2018

May 01, 2018
SELL
N/A
-2,795 Reduced 26.41%
7,790 $213,000
Q4 2017

Feb 01, 2018
BUY
N/A
5,454 Added 106.3%
10,585 $307,000
Q3 2017

Nov 02, 2017
BUY
N/A
5,131
5,131 $431,000

Others Institutions Holding DES

# of Institutions
344
Shares Held
29.7M
Call Options Held
50.7K
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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