New Insight Wealth Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, New Insight Wealth Advisors holds 7,234 shares of DES stock, worth $258,977. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,234
Previous 7,134 1.4%
Holding current value
$258,977
Previous $222 Million 12.27%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 13, 2024
BUY
$30.61 - $34.92 $3,061 - $3,492
100 Added 1.4%
7,234 $250 Million
Q2 2024

Aug 15, 2024
SELL
$30.34 - $32.53 $16,383 - $17,566
-540 Reduced 7.04%
7,134 $222 Million
Q1 2024

May 08, 2024
BUY
$30.25 - $32.68 $40,081 - $43,301
1,325 Added 20.87%
7,674 $251 Million
Q4 2023

May 08, 2024
BUY
$26.55 - $32.72 $168,565 - $207,739
6,349 New
6,349 $204 Million

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
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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