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 $2.26 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
63,145
Previous 73,956 14.62%
Holding current value
$2.26 Million
Previous $2.11 Million 13.97%
% of portfolio
0.53%
Previous 0.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$26.29 - $30.5 $26,868 - $31,171
1,022 Added 1.26%
81,890 $2.33 Million
Q3 2022

Nov 09, 2022

SELL
$25.74 - $31.54 $208,622 - $255,631
-8,105 Reduced 9.11%
80,868 $2.08 Million
Q2 2022

Aug 09, 2022

SELL
$27.57 - $32.14 $142,950 - $166,645
-5,185 Reduced 5.51%
88,973 $2.51 Million
Q1 2022

May 09, 2022

SELL
$30.79 - $33.49 $190,959 - $207,704
-6,202 Reduced 6.18%
94,158 $3 Million
Q4 2021

Jan 28, 2022

BUY
$30.94 - $33.79 $22,988 - $25,105
743 Added 0.75%
100,360 $3.3 Million
Q3 2021

Nov 12, 2021

BUY
$30.22 - $32.27 $57,841 - $61,764
1,914 Added 1.96%
99,617 $3.07 Million
Q2 2021

Aug 12, 2021

BUY
$31.27 - $33.51 $171,922 - $184,237
5,498 Added 5.96%
97,703 $3.12 Million
Q1 2021

May 13, 2021

BUY
$26.31 - $32.55 $1.11 Million - $1.37 Million
42,236 Added 84.52%
92,205 $2.87 Million
Q4 2020

Feb 16, 2021

BUY
$21.26 - $26.81 $1.06 Million - $1.34 Million
49,969 New
49,969 $1.33 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 Ten Capital Wealth Advisors, LLC Portfolio

Follow Ten Capital Wealth 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 Ten Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ten Capital Wealth Advisors, LLC with notifications on news.