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

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025

A detailed history of Jpl Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 132,349 shares of DES stock, worth $4.35 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
132,349
Holding current value
$4.35 Million
% of portfolio
1.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$31.63 - $35.22 $4.19 Million - $4.66 Million
132,349 New
132,349 $4.33 Billion
Q2 2024

Jul 31, 2024
BUY
$30.34 - $32.53 $105,067 - $112,651
3,463 Added 3.39%
105,625 $3.29 Billion
Q1 2024

May 10, 2024
BUY
$30.25 - $32.68 $395,095 - $426,833
13,061 Added 14.66%
102,162 $3.34 Billion
Q4 2023

Feb 09, 2024
BUY
$26.55 - $32.72 $2.37 Million - $2.92 Million
89,101 New
89,101 $2.87 Billion

Others Institutions Holding DES

# of Institutions
375
Shares Held
30.6M
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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