Monterey Private Wealth, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Monterey Private Wealth, Inc.

$293 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$26.31 - $32.55 $825,134 - $1.02 Million	-31,362 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$21.26 - $26.81 $161,448 - $203,595	-7,594 Reduced 19.49%	31,362 $834,000
Q4 2020 Feb 11, 2021	SELL	$21.26 - $26.81 $16,561 - $20,884	-779 Reduced 1.96%	38,956 $821,000
Q3 2020 Feb 24, 2021	SELL	$20.09 - $23.24 $81,444 - $94,214	-4,054 Reduced 9.26%	39,735 $838,000
Q2 2020 Feb 24, 2021	SELL	$16.54 - $23.54 $53,738 - $76,481	-3,249 Reduced 6.91%	43,789 $927,000
Q1 2020 Feb 24, 2021	SELL	$15.92 - $28.87 $40,564 - $73,560	-2,548 Reduced 5.14%	47,038 $848,000
Q4 2019 Feb 24, 2021	BUY	$26.28 - $28.79 $1.3 Million - $1.43 Million	49,586 New	49,586 $1.42 Million

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.