Vance Wealth, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Vance Wealth, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Vance Wealth, Inc. holds 7,728 shares of DES stock, worth $267,079. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,728
Previous 7,728 -0.0%
Holding current value
$267,079
Previous $240,000 10.83%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 27, 2023
BUY
$26.29 - $30.5 $203,169 - $235,704
7,728 New
7,728 $0
Q4 2021

Feb 18, 2022
BUY
$30.94 - $33.79 $239,104 - $261,129
7,728 New
7,728 $254,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
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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