Heritage Wealth Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Heritage Wealth Advisors holds 400 shares of DES stock, worth $12,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 3,469 88.47%
Holding current value
$12,404
Previous $111,000 88.29%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 08, 2024
SELL
$30.25 - $32.68 $92,837 - $100,294
-3,069 Reduced 88.47%
400 $13,000
Q2 2020

Jul 17, 2020
BUY
N/A
3,348 Added 2766.94%
3,469 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-3,348 Reduced 96.51%
121 $73,000
Q1 2019

May 06, 2019
BUY
N/A
3,469 New
3,469 $0

Others Institutions Holding DES

# of Institutions
345
Shares Held
29.8M
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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