Kades & Cheifetz LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Kades & Cheifetz LLC

$159 Billion
Q2 2024

A detailed history of Kades & Cheifetz LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Kades & Cheifetz LLC holds 107,138 shares of DES stock, worth $3.67 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

107,138

Previous 110,267 2.84%

Holding current value

$3.67 Million

Previous $3.6 Billion 7.39%

% of portfolio

2.1%

Previous 2.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$30.34 - $32.53 $94,933 - $101,786	-3,129 Reduced 2.84%	107,138 $3.34 Billion
Q1 2024 May 06, 2024	SELL	$30.25 - $32.68 $157,693 - $170,360	-5,213 Reduced 4.51%	110,267 $3.6 Billion
Q4 2023 Jan 29, 2024	BUY	$26.55 - $32.72 $74,021 - $91,223	2,788 Added 2.47%	115,480 $3.72 Billion
Q3 2023 Oct 30, 2023	BUY	$27.79 - $30.65 $47,020 - $51,859	1,692 Added 1.52%	112,692 $3.18 Billion
Q2 2023 Aug 07, 2023	BUY	$26.6 - $29.16 $47,108 - $51,642	1,771 Added 1.62%	111,000 $3.2 Billion
Q1 2023 May 08, 2023	BUY	$27.3 - $32.13 $9,200 - $10,827	337 Added 0.31%	109,229 $3.12 Billion
Q4 2022 Feb 02, 2023	BUY	$26.29 - $30.5 $2.86 Million - $3.32 Million	108,892 New	108,892 $3.1 Billion

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

9.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kades & Cheifetz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kades & Cheifetz LLC with notifications on news.

Account

Kades & Cheifetz LLC Wisdomtree Tr U.S. Smallcap Di Transaction History