Spire Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Spire Wealth Management holds 680 shares of DES stock, worth $23,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares

680

Previous 2,155 68.45%

Holding current value

$23,011

Previous $70,000 70.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$30.34 - $32.53 $44,751 - $47,981	-1,475 Reduced 68.45%	680 $21,000
Q1 2024 Apr 24, 2024	SELL	$30.25 - $32.68 $43,166 - $46,634	-1,427 Reduced 39.84%	2,155 $70,000
Q4 2023 Feb 06, 2024	BUY	$26.55 - $32.72 $60,932 - $75,092	2,295 Added 178.32%	3,582 $115,000
Q1 2023 May 09, 2023	BUY	$27.3 - $32.13 $35,135 - $41,351	1,287 New	1,287 $36,000
Q3 2022 Nov 07, 2022	SELL	$25.74 - $31.54 $33,050 - $40,497	-1,284 Reduced 78.39%	354 $9,000
Q2 2022 Jul 22, 2022	SELL	$27.57 - $32.14 $79,456 - $92,627	-2,882 Reduced 63.76%	1,638 $46,000
Q1 2022 Apr 18, 2022	SELL	$30.79 - $33.49 $1.26 Million - $1.37 Million	-40,795 Reduced 90.03%	4,520 $144,000
Q4 2021 Jan 14, 2022	BUY	$30.94 - $33.79 $1.19 Million - $1.3 Million	38,481 Added 563.08%	45,315 $1.49 Million
Q3 2021 Oct 22, 2021	BUY	$30.22 - $32.27 $90 - $96	3 Added 0.04%	6,834 $211,000
Q2 2021 Jul 26, 2021	SELL	$31.27 - $33.51 $1.28 Million - $1.37 Million	-40,780 Reduced 85.65%	6,831 $218,000
Q1 2021 May 21, 2021	BUY	$26.31 - $32.55 $1.25 Million - $1.55 Million	47,611 New	47,611 $1.5 Million

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

9.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Spire Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History