A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 12,010 shares of DES stock, worth $413,023. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,010
Previous 12,424 3.33%
Holding current value
$413,023
Previous $387,000 6.98%
% of portfolio
0.08%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$30.61 - $34.92 $12,672 - $14,456
-414 Reduced 3.33%
12,010 $414,000
Q2 2024

Aug 01, 2024

BUY
$30.34 - $32.53 $16,049 - $17,208
529 Added 4.45%
12,424 $387,000
Q1 2024

Apr 15, 2024

SELL
$30.25 - $32.68 $52,998 - $57,255
-1,752 Reduced 12.84%
11,895 $388,000
Q4 2023

Jan 29, 2024

BUY
$26.55 - $32.72 $2,655 - $3,272
100 Added 0.74%
13,647 $439,000
Q3 2023

Oct 10, 2023

BUY
$27.79 - $30.65 $166 - $183
6 Added 0.04%
13,547 $382,000
Q2 2023

Jul 20, 2023

BUY
$26.6 - $29.16 $17,662 - $19,362
664 Added 5.16%
13,541 $389,000
Q1 2023

Apr 10, 2023

SELL
$27.3 - $32.13 $70,570 - $83,056
-2,585 Reduced 16.72%
12,877 $367,000
Q4 2022

Jan 19, 2023

BUY
$26.29 - $30.5 $11,173 - $12,962
425 Added 2.83%
15,462 $0
Q3 2022

Oct 28, 2022

BUY
$25.74 - $31.54 $51,943 - $63,647
2,018 Added 15.5%
15,037 $387,000
Q2 2022

Jul 13, 2022

BUY
$27.57 - $32.14 $40,665 - $47,406
1,475 Added 12.78%
13,019 $367,000
Q1 2022

May 02, 2022

BUY
$30.79 - $33.49 $39,873 - $43,369
1,295 Added 12.64%
11,544 $368,000
Q4 2021

Jan 24, 2022

BUY
$30.94 - $33.79 $41,521 - $45,346
1,342 Added 15.07%
10,249 $337,000
Q3 2021

Oct 22, 2021

BUY
$30.22 - $32.27 $42,428 - $45,307
1,404 Added 18.71%
8,907 $275,000
Q2 2021

Aug 04, 2021

BUY
$31.27 - $33.51 $234,618 - $251,425
7,503 New
7,503 $239,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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