Iht Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

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 29,715 shares of DES stock, worth $925,622. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,715
Previous 264,266 88.76%
Holding current value
$925,622
Previous $8.5 Million 88.58%
% of portfolio
0.04%
Previous 0.38%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$28.09 - $30.5 $30,786 - $33,428
1,096 Added 1.83%
60,990 $1.73 Million
Q3 2022

Nov 22, 2022
SELL
N/A
-1,039 Reduced 1.71%
59,894 $1.54 Million
Q2 2022

Aug 15, 2022
BUY
N/A
4,369 Added 7.72%
60,933 $1.72 Million
Q1 2022

May 16, 2022
BUY
N/A
10,609 Added 23.09%
56,564 $1.8 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-202 Reduced 0.44%
45,955 $1.51 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-3,112 Reduced 6.32%
46,157 $1.42 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-1,963 Reduced 3.83%
49,269 $1.57 Million
Q1 2021

May 18, 2021
SELL
N/A
-2,506 Reduced 4.66%
51,232 $1.6 Million
Q4 2020

Feb 17, 2021
BUY
N/A
1,393 Added 2.66%
53,738 $1.43 Million
Q3 2020

Nov 19, 2020
BUY
N/A
5,102 Added 10.8%
52,345 $1.1 Million
Q2 2020

Aug 14, 2020
BUY
N/A
8,108 Added 20.72%
47,243 $1 Million
Q1 2020

May 13, 2020
SELL
N/A
-28,304 Reduced 41.97%
39,135 $705,000
Q4 2019

Feb 18, 2020
BUY
N/A
7,987 Added 13.43%
67,439 $1.93 Million
Q3 2019

Nov 15, 2019
BUY
N/A
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

# 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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