Vance Wealth, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Vance Wealth, Inc.

  • $243 Million
  • Q2 2024

A detailed history of Vance Wealth, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Vance Wealth, Inc. holds 7,728 shares of DES stock, worth $264,915. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,728
Previous 7,728 -0.0%
Holding current value
$264,915
Previous $252,000 4.76%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023
BUY
$26.29 - $30.5 $203,169 - $235,704
7,728 New
7,728 $0
Q4 2021

Feb 18, 2022
BUY
$30.94 - $33.79 $239,104 - $261,129
7,728 New
7,728 $254,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
9.1K
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 Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. 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 Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email