A detailed history of Baystate Wealth Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Baystate Wealth Management LLC holds 24,806 shares of DES stock, worth $857,295. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,806
Previous 26,033 4.71%
Holding current value
$857,295
Previous $734,000 8.72%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$26.55 - $32.72 $32,576 - $40,147
-1,227 Reduced 4.71%
24,806 $798,000
Q3 2023

Oct 25, 2023

SELL
$27.79 - $30.65 $82,730 - $91,245
-2,977 Reduced 10.26%
26,033 $734,000
Q2 2023

Sep 21, 2023

BUY
$26.6 - $29.16 $309,624 - $339,422
11,640 Added 67.01%
29,010 $835,000
Q2 2023

Aug 02, 2023

SELL
$26.6 - $29.16 $307,309 - $336,885
-11,553 Reduced 39.94%
17,370 $500,000
Q1 2023

Apr 25, 2023

BUY
$27.3 - $32.13 $23,723 - $27,920
869 Added 3.1%
28,923 $826,000
Q4 2022

Jan 12, 2023

BUY
$26.29 - $30.5 $737,539 - $855,647
28,054 New
28,054 $798,000
Q2 2020

Jul 28, 2020

SELL
$16.54 - $23.54 $13,413 - $19,090
-811 Closed
0 $0
Q1 2020

Apr 22, 2020

BUY
$15.92 - $28.87 $47 - $86
3 Added 0.37%
811 $15,000
Q4 2019

Jan 21, 2020

BUY
$26.28 - $28.79 $21,234 - $23,262
808 New
808 $23,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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