Jeppson Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Jeppson Wealth Management, LLC

  • $262 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Mar 05, 2021
SELL
$21.26 - $26.81 $2,381 - $3,002
-112 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$20.09 - $23.24 $2,250 - $2,602
112 New
112 $2,000

Others Institutions Holding DES

# of Institutions
346
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 Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, 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 Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email