Optimum Investment Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Optimum Investment Advisors holds 5,670 shares of DES stock, worth $197,486. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,670
Previous 5,670 -0.0%
Holding current value
$197,486
Previous $176,000 10.8%
% of portfolio
0.09%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 05, 2023
SELL
$26.29 - $30.5 $16,299 - $18,910
-620 Reduced 9.86%
5,670 $0
Q3 2022

Oct 24, 2022
BUY
$25.74 - $31.54 $128 - $157
5 Added 0.08%
6,290 $162,000
Q2 2022

Jul 12, 2022
BUY
$27.57 - $32.14 $137 - $160
5 Added 0.08%
6,285 $177,000
Q1 2022

Apr 08, 2022
BUY
$30.79 - $33.49 $61 - $66
2 Added 0.03%
6,280 $200,000
Q4 2021

Mar 17, 2022
BUY
$30.94 - $33.79 $185 - $202
6 Added 0.1%
6,278 $206,000
Q3 2021

Oct 22, 2021
SELL
$30.22 - $32.27 $72,407 - $77,318
-2,396 Reduced 27.64%
6,272 $193,000
Q2 2021

Aug 02, 2021
BUY
$31.27 - $33.51 $4,815 - $5,160
154 Added 1.81%
8,668 $276,000
Q1 2021

Apr 15, 2021
SELL
$26.31 - $32.55 $1,315 - $1,627
-50 Reduced 0.58%
8,514 $265,000
Q4 2020

Jan 21, 2021
SELL
$21.26 - $26.81 $76,408 - $96,355
-3,594 Reduced 29.56%
8,564 $228,000
Q3 2020

Oct 06, 2020
SELL
$20.09 - $23.24 $14,042 - $16,244
-699 Reduced 5.44%
12,158 $256,000
Q2 2020

Jul 16, 2020
SELL
$16.54 - $23.54 $213,829 - $304,325
-12,928 Reduced 50.14%
12,857 $272,000
Q1 2020

Apr 21, 2020
SELL
$15.92 - $28.87 $429,219 - $778,364
-26,961 Reduced 51.11%
25,785 $465,000
Q4 2019

Jan 22, 2020
SELL
$26.28 - $28.79 $58,315 - $63,885
-2,219 Reduced 4.04%
52,746 $1.51 Million
Q3 2019

Oct 17, 2019
SELL
$26.76 - $27.89 $11,399 - $11,881
-426 Reduced 0.77%
54,965 $1.5 Million
Q2 2019

Jul 29, 2019
BUY
N/A
341 Added 0.62%
55,391 $1.5 Million
Q1 2019

May 03, 2019
BUY
N/A
78 Added 0.14%
55,050 $1.52 Million
Q4 2018

Feb 04, 2019
BUY
N/A
1,196 Added 2.22%
54,972 $1.35 Million
Q3 2018

Oct 05, 2018
SELL
N/A
-2,467 Reduced 4.39%
53,776 $1.6 Million
Q2 2018

Oct 05, 2018
SELL
N/A
-4,652 Reduced 7.64%
56,243 $1.67 Million
Q1 2018

May 09, 2018
SELL
N/A
-10,727 Reduced 14.98%
60,895 $1.67 Million
Q4 2017

Jan 16, 2018
BUY
N/A
48,060 Added 203.97%
71,622 $2.08 Million
Q3 2017

Nov 21, 2017
SELL
N/A
-2,429 Reduced 9.35%
23,562 $1.98 Million
Q2 2017

Aug 14, 2017
BUY
N/A
25,991
25,991 $2.09 Million

Others Institutions Holding DES

# of Institutions
349
Shares Held
29.5M
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
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