A detailed history of Wintrust Investments LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Wintrust Investments LLC holds 937 shares of DES stock, worth $32,542. This represents 0.03% of its overall portfolio holdings.

Number of Shares
937
Previous 9,372 90.0%
Holding current value
$32,542
Previous $291,000 89.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$30.61 - $34.92 $258,195 - $294,550
-8,435 Reduced 90.0%
937 $32,000
Q2 2024

Aug 13, 2024

SELL
$30.34 - $32.53 $36,408 - $39,036
-1,200 Reduced 11.35%
9,372 $291,000
Q1 2024

May 09, 2024

SELL
$30.25 - $32.68 $60,500 - $65,360
-2,000 Reduced 15.91%
10,572 $345,000
Q4 2023

Feb 12, 2024

BUY
$26.55 - $32.72 $18,585 - $22,904
700 Added 5.9%
12,572 $404,000
Q2 2023

Aug 10, 2023

BUY
$26.6 - $29.16 $315,795 - $346,187
11,872 New
11,872 $341,000
Q4 2022

Feb 13, 2023

SELL
$26.29 - $30.5 $26,290 - $30,500
-1,000 Reduced 6.72%
13,872 $395,000
Q2 2022

Aug 15, 2022

BUY
$27.57 - $32.14 $110,280 - $128,560
4,000 Added 36.79%
14,872 $420,000
Q1 2022

May 11, 2022

BUY
$30.79 - $33.49 $95,449 - $103,819
3,100 Added 39.89%
10,872 $346,000
Q4 2021

Feb 04, 2022

SELL
$30.94 - $33.79 $3,094 - $3,379
-100 Reduced 1.27%
7,772 $255,000
Q2 2021

Aug 10, 2021

BUY
$31.27 - $33.51 $10,944 - $11,728
350 Added 4.65%
7,872 $251,000
Q1 2021

May 10, 2021

BUY
$26.31 - $32.55 $197,903 - $244,841
7,522 New
7,522 $234,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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