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

New Insight Wealth Advisors

  • $160 Billion
  • Q1 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 7,674 shares of DES stock, worth $237,894. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,674
Previous 6,349 20.87%
Holding current value
$237,894
Previous $204 Million 22.79%
% of portfolio
0.16%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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