A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 122,318 shares of DES stock, worth $3.81 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
122,318
Previous 113,991 7.3%
Holding current value
$3.81 Million
Previous $3.67 Million 9.0%
% of portfolio
0.13%
Previous 0.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$30.25 - $32.68 $251,891 - $272,126
8,327 Added 7.3%
122,318 $4 Million
Q4 2023

Feb 06, 2024

SELL
$26.55 - $32.72 $218,692 - $269,514
-8,237 Reduced 6.74%
113,991 $3.67 Million
Q3 2023

Oct 12, 2023

SELL
$27.79 - $30.65 $20,147 - $22,221
-725 Reduced 0.59%
122,228 $3.45 Million
Q2 2023

Jul 17, 2023

SELL
$26.6 - $29.16 $89,056 - $97,627
-3,348 Reduced 2.65%
122,953 $3.54 Million
Q1 2023

May 04, 2023

BUY
$27.3 - $32.13 $75,894 - $89,321
2,780 Added 2.25%
126,301 $3.61 Million
Q4 2022

Feb 13, 2023

BUY
$28.09 - $30.5 $343,287 - $372,740
12,221 Added 10.98%
123,521 $3.51 Million
Q3 2022

Nov 14, 2022

SELL
N/A
-5,289 Reduced 4.54%
111,300 $2.87 Million
Q2 2022

Aug 15, 2022

BUY
N/A
49,551 Added 73.91%
116,589 $3.29 Million
Q1 2022

Apr 15, 2022

BUY
N/A
23,854 Added 55.24%
67,038 $2.14 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-26,402 Reduced 37.94%
43,184 $0
Q3 2021

Nov 15, 2021

SELL
N/A
-4,297 Reduced 5.82%
69,586 $2.15 Million
Q2 2021

Aug 16, 2021

BUY
N/A
5,929 Added 8.73%
73,883 $2.36 Million
Q1 2021

Apr 30, 2021

BUY
N/A
689 Added 1.02%
67,954 $2.12 Million
Q4 2020

Feb 12, 2021

SELL
N/A
-6,049 Reduced 8.25%
67,265 $1.79 Million
Q3 2020

Oct 29, 2020

SELL
N/A
-8,511 Reduced 10.4%
73,314 $1.55 Million
Q2 2020

Jul 29, 2020

BUY
N/A
9,796 Added 13.6%
81,825 $1.73 Million
Q1 2020

Apr 29, 2020

BUY
N/A
10,572 Added 17.2%
72,029 $1.3 Million
Q4 2019

Jan 29, 2020

BUY
N/A
1,299 Added 2.16%
61,457 $1.76 Million
Q3 2019

Oct 17, 2019

BUY
N/A
4,821 Added 8.71%
60,158 $1.65 Million
Q2 2019

Jul 30, 2019

BUY
N/A
2,197 Added 4.13%
55,337 $1.5 Million
Q1 2019

May 13, 2019

BUY
N/A
6,094 Added 12.95%
53,140 $1.46 Million
Q4 2018

Feb 14, 2019

BUY
N/A
520 Added 1.12%
47,046 $1.15 Million
Q3 2018

Nov 14, 2018

BUY
N/A
1,497 Added 3.32%
46,526 $1.38 Million
Q2 2018

Aug 14, 2018

BUY
N/A
1,590 Added 3.66%
45,029 $1.34 Million
Q1 2018

May 15, 2018

BUY
N/A
577 Added 1.35%
43,439 $1.19 Million
Q4 2017

Feb 14, 2018

BUY
N/A
29,460 Added 219.82%
42,862 $1.25 Million
Q3 2017

Nov 15, 2017

BUY
N/A
13,402
13,402 $1.13 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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