A detailed history of Rockingstone Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Rockingstone Advisors LLC holds 7,565 shares of DES stock, worth $272,491. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,565
Previous 7,000 8.07%
Holding current value
$272,491
Previous $218 Million 19.66%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 08, 2024

BUY
$30.61 - $34.92 $17,294 - $19,729
565 Added 8.07%
7,565 $261 Million
Q2 2023

Jul 09, 2024

BUY
$26.6 - $29.16 $186,200 - $204,120
7,000 New
7,000 $202 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Rockingstone Advisors LLC Portfolio

Follow Rockingstone Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockingstone Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockingstone Advisors LLC with notifications on news.