A detailed history of Destination Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Destination Wealth Management holds 319,348 shares of DES stock, worth $11 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
319,348
Previous 321,144 0.56%
Holding current value
$11 Million
Previous $10 Million 10.11%
% of portfolio
0.35%
Previous 0.33%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024

SELL
$30.61 - $34.92 $54,975 - $62,716
-1,796 Reduced 0.56%
319,348 $11 Million
Q2 2024

Jul 24, 2024

BUY
$30.34 - $32.53 $164,958 - $176,865
5,437 Added 1.72%
321,144 $10 Million
Q1 2024

May 14, 2024

SELL
$30.25 - $32.68 $76,562 - $82,713
-2,531 Reduced 0.8%
315,707 $10.3 Million
Q4 2023

Feb 13, 2024

SELL
$26.55 - $32.72 $322,290 - $397,188
-12,139 Reduced 3.67%
318,238 $10.2 Million
Q3 2023

Nov 14, 2023

BUY
$27.79 - $30.65 $126,166 - $139,151
4,540 Added 1.39%
330,377 $9.32 Million
Q2 2023

Aug 11, 2023

BUY
$26.6 - $29.16 $527,238 - $577,980
19,821 Added 6.48%
325,837 $9.38 Million
Q1 2023

May 05, 2023

BUY
$27.3 - $32.13 $114,523 - $134,785
4,195 Added 1.39%
306,016 $8.74 Million
Q4 2022

Feb 10, 2023

SELL
$26.29 - $30.5 $329,650 - $382,439
-12,539 Reduced 3.99%
301,821 $8.58 Million
Q3 2022

Nov 10, 2022

BUY
$25.74 - $31.54 $839,767 - $1.03 Million
32,625 Added 11.58%
314,360 $8.09 Million
Q2 2022

Jul 29, 2022

SELL
$27.57 - $32.14 $88,775 - $103,490
-3,220 Reduced 1.13%
281,735 $7.95 Million
Q1 2022

May 12, 2022

BUY
$30.79 - $33.49 $163,464 - $177,798
5,309 Added 1.9%
284,955 $9.08 Million
Q4 2021

Feb 04, 2022

BUY
$30.94 - $33.79 $211,474 - $230,954
6,835 Added 2.51%
279,646 $9.19 Million
Q3 2021

Oct 25, 2021

SELL
$30.22 - $32.27 $123,599 - $131,984
-4,090 Reduced 1.48%
272,811 $8.41 Million
Q2 2021

Aug 13, 2021

SELL
$31.27 - $33.51 $301,818 - $323,438
-9,652 Reduced 3.37%
276,901 $8.83 Million
Q1 2021

May 05, 2021

SELL
$26.31 - $32.55 $528,988 - $654,450
-20,106 Reduced 6.56%
286,553 $8.93 Million
Q4 2020

Feb 11, 2021

SELL
$21.26 - $26.81 $2.1 Million - $2.65 Million
-98,826 Reduced 24.37%
306,659 $8.16 Million
Q3 2020

Nov 12, 2020

BUY
$20.09 - $23.24 $237,745 - $275,022
11,834 Added 3.01%
405,485 $8.55 Million
Q2 2020

Aug 14, 2020

BUY
$16.54 - $23.54 $928,869 - $1.32 Million
56,159 Added 16.64%
393,651 $8.34 Million
Q1 2020

May 13, 2020

BUY
$15.92 - $28.87 $256,375 - $464,922
16,104 Added 5.01%
337,492 $6.08 Million
Q4 2019

Feb 12, 2020

BUY
$26.28 - $28.79 $159,361 - $174,582
6,064 Added 1.92%
321,388 $9.22 Million
Q3 2019

Nov 13, 2019

BUY
$26.76 - $27.89 $286,760 - $298,869
10,716 Added 3.52%
315,324 $8.63 Million
Q2 2019

Jul 19, 2019

SELL
N/A
-2,407 Reduced 0.78%
304,608 $8.26 Million
Q1 2019

May 01, 2019

SELL
N/A
-4,958 Reduced 1.59%
307,015 $8.46 Million
Q4 2018

Feb 05, 2019

BUY
N/A
5,758 Added 1.88%
311,973 $7.65 Million
Q3 2018

Nov 07, 2018

SELL
N/A
-15,551 Reduced 4.83%
306,215 $9.1 Million
Q2 2018

Jul 31, 2018

BUY
N/A
281,361 Added 696.35%
321,766 $9.54 Million
Q1 2018

Apr 05, 2018

SELL
N/A
-275,882 Reduced 87.23%
40,405 $4.45 Million
Q4 2017

Feb 09, 2018

BUY
N/A
213,036 Added 206.33%
316,287 $9.19 Million
Q3 2017

Nov 09, 2017

BUY
N/A
4,907 Added 4.99%
103,251 $8.68 Million
Q2 2017

Aug 11, 2017

BUY
N/A
98,344
98,344 $7.92 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
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