Northwest Financial Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Northwest Financial Advisors holds 989 shares of DES stock, worth $33,902. This represents 0.02% of its overall portfolio holdings.

Number of Shares
989
Previous 989 -0.0%
Holding current value
$33,902
Previous $32.3 Million 4.68%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$30.25 - $32.68 $1,936 - $2,091
64 Added 6.92%
989 $32.3 Million
Q4 2023

Feb 07, 2024
BUY
$26.55 - $32.72 $24,558 - $30,266
925 New
925 $29.8 Million

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
9.1K
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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