Investment Partners Asset Management, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q4 2024

A detailed history of Investment Partners Asset Management, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 16,017 shares of DES stock, worth $554,508. This represents 0.43% of its overall portfolio holdings.

Number of Shares
16,017
Previous 15,947 0.44%
Holding current value
$554,508
Previous $550 Million 0.03%
% of portfolio
0.43%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$33.7 - $37.69 $2,359 - $2,638
70 Added 0.44%
16,017 $550 Million
Q3 2024

Oct 24, 2024
SELL
$30.61 - $34.92 $41,996 - $47,910
-1,372 Reduced 7.92%
15,947 $550 Million
Q2 2024

Jul 08, 2024
SELL
$30.34 - $32.53 $4,338 - $4,651
-143 Reduced 0.82%
17,319 $539 Million
Q1 2024

Apr 15, 2024
SELL
$30.25 - $32.68 $2,571 - $2,777
-85 Reduced 0.48%
17,462 $571 Million
Q4 2023

Jan 25, 2024
BUY
$26.55 - $32.72 $465,872 - $574,137
17,547 New
17,547 $564 Million

Others Institutions Holding DES

# of Institutions
354
Shares Held
29.8M
Call Options Held
0
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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