Lake Point Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Lake Point Wealth Management holds 9 shares of DES stock, worth $279. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 9 -0.0%
Holding current value
$279
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 13, 2020
SELL
N/A
-235 Reduced 96.31%
9 $0
Q1 2019

Aug 07, 2019
SELL
N/A
-12,078 Reduced 98.02%
244 $7,000
Q1 2019

Jun 03, 2019
SELL
N/A
-63 Reduced 0.51%
12,322 $302,000
Q4 2018

Aug 07, 2019
BUY
N/A
63 Added 0.51%
12,385 $304,000
Q4 2018

Feb 21, 2019
BUY
N/A
12,322 New
12,322 $302,000

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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