Wealth Shield Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 27,586 shares of DES stock, worth $987,578. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,586
Previous 21,478 28.44%
Holding current value
$987,578
Previous $669,000 42.15%
% of portfolio
0.13%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$30.61 - $34.92 $186,965 - $213,291
6,108 Added 28.44%
27,586 $951,000
Q2 2024

Jul 26, 2024
BUY
$30.34 - $32.53 $14,654 - $15,711
483 Added 2.3%
21,478 $669,000
Q1 2024

Apr 29, 2024
SELL
$30.25 - $32.68 $61,044 - $65,948
-2,018 Reduced 8.77%
20,995 $686,000
Q4 2023

Jan 23, 2024
BUY
$26.55 - $32.72 $3,504 - $4,319
132 Added 0.58%
23,013 $740,000
Q3 2023

Oct 25, 2023
SELL
$27.79 - $30.65 $24,205 - $26,696
-871 Reduced 3.67%
22,881 $645,000
Q2 2023

Aug 03, 2023
BUY
$26.6 - $29.16 $100,415 - $110,079
3,775 Added 18.9%
23,752 $683,000
Q1 2023

May 08, 2023
BUY
$27.3 - $32.13 $545,372 - $641,861
19,977 New
19,977 $570,000
Q3 2022

Nov 04, 2022
BUY
$25.74 - $31.54 $16,808 - $20,595
653 Added 3.02%
22,257 $573,000
Q2 2022

Aug 11, 2022
BUY
$27.57 - $32.14 $9,897 - $11,538
359 Added 1.69%
21,604 $610,000
Q1 2022

May 09, 2022
SELL
$30.79 - $33.49 $579,098 - $629,879
-18,808 Reduced 46.96%
21,245 $677,000
Q4 2021

Feb 10, 2022
BUY
$30.94 - $33.79 $1.24 Million - $1.35 Million
40,053 New
40,053 $1.32 Million
Q3 2021

Nov 12, 2021
SELL
$30.22 - $32.27 $53,338 - $56,956
-1,765 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$31.27 - $33.51 $52,095 - $55,827
1,666 Added 1682.83%
1,765 $56,000
Q1 2021

May 17, 2021
BUY
$26.31 - $32.55 $2,604 - $3,222
99 New
99 $3,000
Q1 2020

May 12, 2020
SELL
$15.92 - $28.87 $26,061 - $47,260
-1,637 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$26.76 - $27.89 $43,806 - $45,655
1,637 New
1,637 $45,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,293 Closed
0 $0
Q1 2018

May 11, 2018
SELL
N/A
-546 Reduced 29.69%
1,293 $35,000
Q4 2017

Apr 18, 2018
BUY
N/A
1,839
1,839 $54,000

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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