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 10,572 shares of DES stock, worth $327,837. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,572
Previous 12,572 15.91%
Holding current value
$327,837
Previous $404,000 14.6%
% of portfolio
0.03%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$28.09 - $30.5 $28,090 - $30,500
-1,000 Reduced 6.72%
13,872 $395,000
Q2 2022

Aug 15, 2022

BUY
N/A
4,000 Added 36.79%
14,872 $420,000
Q1 2022

May 11, 2022

BUY
N/A
3,100 Added 39.89%
10,872 $346,000
Q4 2021

Feb 04, 2022

SELL
N/A
-100 Reduced 1.27%
7,772 $255,000
Q2 2021

Aug 10, 2021

BUY
N/A
350 Added 4.65%
7,872 $251,000
Q1 2021

May 10, 2021

BUY
N/A
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
Track This Portfolio

Track Wintrust Investments LLC Portfolio

Follow Wintrust Investments LLC 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 Wintrust Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wintrust Investments LLC with notifications on news.