Northwest Financial Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Northwest Financial Advisors holds 989 shares of DES stock, worth $34,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares
989
Previous 989 -0.0%
Holding current value
$34,229
Previous $32.3 Million 4.68%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$30.25 - $32.68 $1,936 - $2,091
64 Added 6.92%
989 $32.3 Million
Q4 2023

Feb 07, 2024
BUY
$26.55 - $32.72 $24,558 - $30,266
925 New
925 $29.8 Million

Others Institutions Holding DES

# of Institutions
348
Shares Held
29.3M
Call Options Held
9.1K
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
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email