Clearstead Trust, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Clearstead Trust, LLC

  • $372 Million
  • Q3 2024

A detailed history of Clearstead Trust, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Clearstead Trust, LLC holds 21 shares of DES stock, worth $725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 21 -0.0%
Holding current value
$725
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 12, 2021
BUY
$31.27 - $33.51 $656 - $703
21 New
21 $1,000
Q1 2021

Apr 30, 2021
SELL
$26.31 - $32.55 $552 - $683
-21 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
21 New
21 $0
Q3 2018

Nov 15, 2018
SELL
N/A
-21 Closed
0 $0
Q2 2018

Aug 20, 2018
BUY
N/A
21 New
21 $1,000
Q1 2018

May 15, 2018
SELL
N/A
-195 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
130 Added 200.0%
195 $6,000
Q2 2017

Aug 21, 2017
BUY
N/A
65
65 $5,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
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
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, 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 Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email