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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 19, 2020	SELL	$16.54 - $23.54 $518,165 - $737,461	-31,328 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$15.92 - $28.87 $114,926 - $208,412	-7,219 Reduced 18.73%	31,328 $568,000
Q4 2019 Feb 14, 2020	SELL	$26.28 - $28.79 $1,287 - $1,410	-49 Reduced 0.13%	38,547 $1.07 Million
Q3 2019 Nov 15, 2019	BUY	$26.76 - $27.89 $222,375 - $231,765	8,310 Added 27.44%	38,596 $1.08 Million
Q2 2019 Aug 19, 2019	BUY	N/A	4,336 Added 16.71%	30,286 $787,000
Q1 2019 May 16, 2019	SELL	N/A	-475 Reduced 1.8%	25,950 $711,000
Q4 2018 Feb 20, 2019	SELL	N/A	-6,955 Reduced 20.84%	26,425 $747,000
Q3 2018 Nov 21, 2018	BUY	N/A	261 Added 0.79%	33,380 $900,000
Q2 2018 Aug 16, 2018	BUY	N/A	10,873 Added 48.88%	33,119 $982,000
Q1 2018 May 16, 2018	BUY	N/A	22,246 New	22,246 $609,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.