Sterling Investment Counsel, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Sterling Investment Counsel, LLC

  • $216 Million
  • Q1 2024

A detailed history of Sterling Investment Counsel, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 10,748 shares of DES stock, worth $333,295. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,748
Previous 10,748 -0.0%
Holding current value
$333,295
Previous $345,000 1.74%
% of portfolio
0.16%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$27.79 - $30.65 $3,612 - $3,984
-130 Reduced 1.2%
10,748 $303,000
Q4 2022

Jan 20, 2023
SELL
$28.09 - $30.5 $56,545 - $61,396
-2,013 Reduced 15.62%
10,878 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-3,987 Reduced 23.62%
12,891 $331,000
Q1 2022

May 10, 2022
SELL
N/A
-2,111 Reduced 11.12%
16,878 $538,000
Q4 2021

Apr 29, 2022
BUY
N/A
18,989 New
18,989 $624,000

Others Institutions Holding DES

# of Institutions
345
Shares Held
29.8M
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
Track This Portfolio

Track Sterling Investment Counsel, LLC Portfolio

Follow Sterling Investment Counsel, 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 Sterling Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email