Ten Capital Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Ten Capital Wealth Advisors, LLC

$341 Million
Q2 2023

A detailed history of Ten Capital Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 63,145 shares of DES stock, worth $1.96 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

63,145

Previous 73,956 14.62%

Holding current value

$1.96 Million

Previous $2.11 Million 13.97%

% of portfolio

0.53%

Previous 0.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$26.6 - $29.16 $287,572 - $315,248	-10,811 Reduced 14.62%	63,145 $1.82 Million
Q1 2023 May 04, 2023	SELL	$27.3 - $32.13 $216,598 - $254,919	-7,934 Reduced 9.69%	73,956 $2.11 Million
Q4 2022 Feb 09, 2023	BUY	$28.09 - $30.5 $28,707 - $31,171	1,022 Added 1.26%	81,890 $2.33 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-8,105 Reduced 9.11%	80,868 $2.08 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-5,185 Reduced 5.51%	88,973 $2.51 Million

Q1 2022 May 09, 2022	SELL	N/A	-6,202 Reduced 6.18%	94,158 $3 Million
Q4 2021 Jan 28, 2022	BUY	N/A	743 Added 0.75%	100,360 $3.3 Million
Q3 2021 Nov 12, 2021	BUY	N/A	1,914 Added 1.96%	99,617 $3.07 Million
Q2 2021 Aug 12, 2021	BUY	N/A	5,498 Added 5.96%	97,703 $3.12 Million
Q1 2021 May 13, 2021	BUY	N/A	42,236 Added 84.52%	92,205 $2.87 Million
Q4 2020 Feb 16, 2021	BUY	N/A	49,969 New	49,969 $1.33 Million

Others Institutions Holding DES

# of Institutions

345

Shares Held

29.8M

Call Options Held

50.7K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Ten Capital Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History