Kiely Wealth Advisory Group, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Kiely Wealth Advisory Group, Inc.

  • $155 Billion
  • Q4 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 7,013 shares of DES stock, worth $236,758. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,013
Previous 4,474 56.75%
Holding current value
$236,758
Previous $165 Million 46.14%
% of portfolio
0.15%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$33.7 - $37.69 $85,564 - $95,694
2,539 Added 56.75%
7,013 $241 Million
Q3 2024

Nov 14, 2024
BUY
$30.61 - $34.92 $136,949 - $156,232
4,474 New
4,474 $165 Million

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
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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