A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 823 shares of DES stock, worth $28,302. This represents 0.02% of its overall portfolio holdings.

Number of Shares
823
Previous 2,703 69.55%
Holding current value
$28,302
Previous $88,000 71.59%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$30.34 - $32.53 $57,039 - $61,156
-1,880 Reduced 69.55%
823 $25,000
Q1 2024

May 14, 2024

BUY
$30.25 - $32.68 $1,361 - $1,470
45 Added 1.69%
2,703 $88,000
Q4 2023

Mar 07, 2024

BUY
$26.55 - $32.72 $70,569 - $86,969
2,658 New
2,658 $85,000
Q2 2023

Aug 11, 2023

BUY
$26.6 - $29.16 $8,006 - $8,777
301 Added 12.78%
2,656 $76,000
Q1 2023

May 12, 2023

BUY
$27.3 - $32.13 $13,377 - $15,743
490 Added 26.27%
2,355 $67,000
Q4 2022

Feb 14, 2023

BUY
$26.29 - $30.5 $49,030 - $56,882
1,865 New
1,865 $53,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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