A detailed history of Titus Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Titus Wealth Management holds 11,792 shares of DES stock, worth $407,531. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,792
Previous 14,207 17.0%
Holding current value
$407,531
Previous $453,000 26.49%
% of portfolio
0.17%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022

SELL
$27.57 - $32.14 $66,581 - $77,618
-2,415 Reduced 17.0%
11,792 $333,000
Q1 2022

May 16, 2022

SELL
$30.79 - $33.49 $708 - $770
-23 Reduced 0.16%
14,207 $453,000
Q4 2021

Feb 15, 2022

BUY
$30.94 - $33.79 $142,788 - $155,940
4,615 Added 48.0%
14,230 $468,000
Q3 2021

Nov 15, 2021

BUY
$30.22 - $32.27 $47,626 - $50,857
1,576 Added 19.6%
9,615 $298,000
Q2 2021

Aug 16, 2021

BUY
$31.27 - $33.51 $251,379 - $269,386
8,039 New
8,039 $256,000
Q1 2020

May 18, 2020

SELL
$15.92 - $28.87 $121,517 - $220,364
-7,633 Closed
0 $0
Q4 2019

Feb 18, 2020

SELL
$26.28 - $28.79 $18,527 - $20,296
-705 Reduced 8.46%
7,633 $219,000
Q3 2019

Nov 18, 2019

SELL
$26.76 - $27.89 $162,941 - $169,822
-6,089 Reduced 42.21%
8,338 $228,000
Q2 2019

Aug 15, 2019

SELL
N/A
-2,217 Reduced 13.32%
14,427 $391,000
Q1 2019

May 15, 2019

BUY
N/A
6,791 Added 68.92%
16,644 $458,000
Q4 2018

Feb 11, 2019

BUY
N/A
9,853 New
9,853 $241,000
Q1 2018

May 15, 2018

SELL
N/A
-7,368 Closed
0 $0
Q4 2017

Feb 27, 2018

BUY
N/A
7,368
7,368 $214,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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