Intercontinental Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 58,052 shares of DES stock, worth $1.8 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
58,052
Previous 58,049 0.01%
Holding current value
$1.8 Million
Previous $1.66 Million 0.84%
% of portfolio
0.4%
Previous 0.43%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
BUY
$26.6 - $29.16 $79 - $87
3 Added 0.01%
58,052 $1.67 Million
Q1 2023

May 03, 2023
BUY
$27.3 - $32.13 $27 - $32
1 Added 0.0%
58,049 $1.66 Million
Q4 2022

Feb 13, 2023
BUY
$28.09 - $30.5 $112 - $122
4 Added 0.01%
58,048 $1.65 Million
Q3 2022

Nov 10, 2022
BUY
N/A
2 Added 0.0%
58,044 $1.49 Million
Q2 2022

Aug 05, 2022
BUY
N/A
3 Added 0.01%
58,042 $1.64 Million
Q1 2022

May 09, 2022
SELL
N/A
-315 Reduced 0.54%
58,039 $1.85 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-1,122 Reduced 1.89%
58,354 $1.92 Million
Q3 2021

Nov 12, 2021
BUY
N/A
2 Added 0.0%
59,476 $1.83 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-763 Reduced 1.27%
59,474 $1.9 Million
Q1 2021

May 14, 2021
SELL
N/A
-1,439 Reduced 2.33%
60,237 $1.88 Million
Q4 2020

Feb 19, 2021
SELL
N/A
-497 Reduced 0.8%
61,676 $1.64 Million
Q3 2020

Mar 10, 2021
BUY
N/A
62,173 New
62,173 $1.31 Million
Q3 2020

Jan 19, 2021
SELL
N/A
-63,102 Closed
0 $0
Q2 2020

Mar 10, 2021
BUY
N/A
63,102 New
63,102 $1.34 Million
Q2 2020

Jan 19, 2021
SELL
N/A
-64,802 Closed
0 $0
Q1 2020

Mar 10, 2021
SELL
N/A
-3,039 Reduced 4.48%
64,802 $1.17 Million
Q1 2020

Jan 19, 2021
BUY
N/A
67,841 New
67,841 $1.87 Million
Q4 2019

Feb 07, 2020
SELL
N/A
-29,310 Reduced 43.45%
38,146 $1.06 Million
Q3 2019

Oct 09, 2019
SELL
N/A
-385 Reduced 0.57%
67,456 $1.85 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-67,841 Closed
0 $0
Q1 2019

May 08, 2019
SELL
N/A
-1,000 Reduced 1.45%
67,841 $1.87 Million
Q4 2018

Jan 31, 2019
SELL
N/A
-3,913 Reduced 5.38%
68,841 $1.69 Million
Q2 2018

Jul 30, 2018
SELL
N/A
-3,272 Reduced 4.3%
72,754 $2.16 Million
Q1 2018

May 02, 2018
SELL
N/A
-1,950 Reduced 2.5%
76,026 $2.08 Million
Q4 2017

Feb 20, 2018
BUY
N/A
52,784 Added 209.53%
77,976 $2.27 Million
Q3 2017

Nov 13, 2017
BUY
N/A
4,515 Added 21.84%
25,192 $2.12 Million
Q2 2017

Aug 09, 2017
BUY
N/A
3,865 Added 22.99%
20,677 $1.66 Million
Q1 2017

Mar 09, 2018
BUY
N/A
4,348 Added 34.88%
16,812 $1.36 Million
Q4 2016

Mar 09, 2018
BUY
N/A
6,569 Added 111.43%
12,464 $1.03 Million
Q3 2016

Mar 12, 2018
BUY
N/A
2,195 Added 59.32%
5,895 $443,000
Q2 2016

Mar 09, 2018
BUY
N/A
3,700
3,700 $265,000

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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