A detailed history of Gps Wealth Strategies Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 5,064 shares of DES stock, worth $175,011. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,064
Previous 5,015 0.98%
Holding current value
$175,011
Previous $156,000 11.54%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2024

BUY
$30.61 - $34.92 $1,499 - $1,711
49 Added 0.98%
5,064 $174,000
Q2 2024

Jul 16, 2024

BUY
$30.34 - $32.53 $13,015 - $13,955
429 Added 9.35%
5,015 $156,000
Q1 2024

Apr 30, 2024

SELL
$30.25 - $32.68 $5,172 - $5,588
-171 Reduced 3.59%
4,586 $149,000
Q4 2023

Jan 12, 2024

SELL
$26.55 - $32.72 $4,832 - $5,955
-182 Reduced 3.68%
4,757 $153,000
Q3 2023

Oct 25, 2023

BUY
$27.79 - $30.65 $3,223 - $3,555
116 Added 2.41%
4,939 $139,000
Q2 2023

Jul 17, 2023

BUY
$26.6 - $29.16 $31,787 - $34,846
1,195 Added 32.94%
4,823 $138,000
Q1 2023

Apr 17, 2023

BUY
$27.3 - $32.13 $99,044 - $116,567
3,628 New
3,628 $103,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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