Vaughan & CO Securities, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Vaughan & CO Securities, Inc.

  • $168 Million
  • Q3 2024

A detailed history of Vaughan & CO Securities, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Vaughan & CO Securities, Inc. holds 81,444 shares of DES stock, worth $2.81 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
81,444
Previous 81,444 -0.0%
Holding current value
$2.81 Million
Previous $2.54 Million 10.76%
% of portfolio
1.68%
Previous 1.61%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$30.34 - $32.53 $144,084 - $154,484
-4,749 Reduced 5.51%
81,444 $2.54 Million
Q1 2024

May 01, 2024
SELL
$30.25 - $32.68 $93,593 - $101,111
-3,094 Reduced 3.47%
86,193 $2.82 Million
Q4 2023

Jan 26, 2024
SELL
$26.55 - $32.72 $213,355 - $262,937
-8,036 Reduced 8.26%
89,287 $2.87 Million
Q3 2023

Oct 19, 2023
SELL
$27.79 - $30.65 $186,359 - $205,538
-6,706 Reduced 6.45%
97,323 $2.74 Million
Q2 2023

Jul 20, 2023
SELL
$26.6 - $29.16 $417,327 - $457,491
-15,689 Reduced 13.1%
104,029 $2.99 Million
Q1 2023

Apr 18, 2023
SELL
$27.3 - $32.13 $95,686 - $112,615
-3,505 Reduced 2.84%
119,718 $3.42 Million
Q4 2022

Feb 02, 2023
SELL
$26.29 - $30.5 $3.76 Million - $4.36 Million
-142,921 Reduced 53.7%
123,223 $3.5 Million
Q3 2022

Oct 21, 2022
SELL
$25.74 - $31.54 $5.96 Million - $7.3 Million
-231,504 Reduced 46.52%
266,144 $6.85 Million
Q2 2022

Jul 21, 2022
SELL
$27.57 - $32.14 $181,052 - $211,063
-6,567 Reduced 1.3%
497,648 $14 Million
Q1 2022

Apr 21, 2022
SELL
$30.79 - $33.49 $588,089 - $639,659
-19,100 Reduced 3.65%
504,215 $16.1 Million
Q4 2021

Jan 27, 2022
BUY
$30.94 - $33.79 $15,222 - $16,624
492 Added 0.09%
523,315 $17.2 Million
Q3 2021

Oct 15, 2021
SELL
$30.22 - $32.27 $835,552 - $892,233
-27,649 Reduced 5.02%
522,823 $16.1 Million
Q2 2021

Jul 28, 2021
SELL
$31.27 - $33.51 $1.19 Million - $1.27 Million
-38,023 Reduced 6.46%
550,472 $17.6 Million
Q1 2021

May 14, 2021
BUY
$26.31 - $32.55 $591,343 - $731,593
22,476 Added 3.97%
588,495 $18.3 Million
Q4 2020

May 11, 2021
BUY
$21.26 - $26.81 $359,123 - $452,874
16,892 Added 3.08%
566,019 $15.1 Million
Q3 2020

May 10, 2021
BUY
$20.09 - $23.24 $356,677 - $412,602
17,754 Added 3.34%
549,127 $11.6 Million
Q2 2020

May 10, 2021
BUY
$16.54 - $23.54 $423,804 - $603,165
25,623 Added 5.07%
531,373 $11.3 Million
Q1 2020

May 28, 2020
SELL
$15.92 - $28.87 $315,152 - $571,510
-19,796 Reduced 3.77%
505,750 $0
Q4 2019

Feb 04, 2020
BUY
$26.28 - $28.79 $13.8 Million - $15.1 Million
525,546 New
525,546 $0

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
0
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
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