A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Iht Wealth Management, LLC holds 29,830 shares of DES stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,830
Previous 29,783 0.16%
Holding current value
$1.03 Million
Previous $927,000 10.9%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$30.61 - $34.92 $1,438 - $1,641
47 Added 0.16%
29,830 $1.03 Million
Q2 2024

Aug 14, 2024

BUY
$30.34 - $32.53 $2,063 - $2,212
68 Added 0.23%
29,783 $927,000
Q1 2024

May 15, 2024

SELL
$30.25 - $32.68 $7.1 Million - $7.67 Million
-234,551 Reduced 88.76%
29,715 $971,000
Q4 2023

Feb 14, 2024

SELL
$26.55 - $32.72 $863,857 - $1.06 Million
-32,537 Reduced 10.96%
264,266 $8.5 Million
Q3 2023

Nov 14, 2023

BUY
$27.79 - $30.65 $6.79 Million - $7.49 Million
244,306 Added 465.37%
296,803 $8.37 Million
Q2 2023

Aug 14, 2023

SELL
$26.6 - $29.16 $232,723 - $255,120
-8,749 Reduced 14.29%
52,497 $1.51 Million
Q1 2023

May 15, 2023

BUY
$27.3 - $32.13 $6,988 - $8,225
256 Added 0.42%
61,246 $1.75 Million
Q4 2022

Feb 14, 2023

BUY
$26.29 - $30.5 $28,813 - $33,428
1,096 Added 1.83%
60,990 $1.73 Million
Q3 2022

Nov 22, 2022

SELL
$25.74 - $31.54 $26,743 - $32,770
-1,039 Reduced 1.71%
59,894 $1.54 Million
Q2 2022

Aug 15, 2022

BUY
$27.57 - $32.14 $120,453 - $140,419
4,369 Added 7.72%
60,933 $1.72 Million
Q1 2022

May 16, 2022

BUY
$30.79 - $33.49 $326,651 - $355,295
10,609 Added 23.09%
56,564 $1.8 Million
Q4 2021

Feb 14, 2022

SELL
$30.94 - $33.79 $6,249 - $6,825
-202 Reduced 0.44%
45,955 $1.51 Million
Q3 2021

Nov 15, 2021

SELL
$30.22 - $32.27 $94,044 - $100,424
-3,112 Reduced 6.32%
46,157 $1.42 Million
Q2 2021

Aug 16, 2021

SELL
$31.27 - $33.51 $61,383 - $65,780
-1,963 Reduced 3.83%
49,269 $1.57 Million
Q1 2021

May 18, 2021

SELL
$26.31 - $32.55 $65,932 - $81,570
-2,506 Reduced 4.66%
51,232 $1.6 Million
Q4 2020

Feb 17, 2021

BUY
$21.26 - $26.81 $29,615 - $37,346
1,393 Added 2.66%
53,738 $1.43 Million
Q3 2020

Nov 19, 2020

BUY
$20.09 - $23.24 $102,499 - $118,570
5,102 Added 10.8%
52,345 $1.1 Million
Q2 2020

Aug 14, 2020

BUY
$16.54 - $23.54 $134,106 - $190,862
8,108 Added 20.72%
47,243 $1 Million
Q1 2020

May 13, 2020

SELL
$15.92 - $28.87 $450,599 - $817,136
-28,304 Reduced 41.97%
39,135 $705,000
Q4 2019

Feb 18, 2020

BUY
$26.28 - $28.79 $209,898 - $229,945
7,987 Added 13.43%
67,439 $1.93 Million
Q3 2019

Nov 15, 2019

BUY
$26.76 - $27.89 $118,974 - $123,998
4,446 Added 8.08%
59,452 $1.63 Million
Q2 2019

Aug 12, 2019

BUY
N/A
55,006 New
55,006 $1.49 Million
Q2 2018

Aug 13, 2018

SELL
N/A
-2,025 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
125 Added 6.58%
2,025 $54,000
Q4 2017

Feb 14, 2018

BUY
N/A
1,750 Added 1166.67%
1,900 $55,000
Q3 2017

Nov 14, 2017

BUY
N/A
150
150 $13,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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