Del-Sette Capital Management, LLC DES Holdings History
Del-Sette Capital Management, LLC's WisdomTree U.S. SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Del-Sette Capital Management, LLC held 164,949.00 shares of WisdomTree U.S. SmallCap Dividend Fund(DES), totaling $5.27 Mil. This investment constitutes 4.14% of their stock portfolio, and Del-Sette Capital Management, LLC now holds 0.28% of the outstanding WisdomTree U.S. SmallCap Dividend Fund(DES) stock.
The initial trade took place in 2021Q4. And since then Del-Sette Capital Management, LLC has made 7 purchases of DES, at an average price of $31.38, for a total of 571,651.00 shares. In addition, there have been 7 sales at an average price of $28.85 for 406,702.00 shares. Based on historical transaction data and DES's current price of $33.29, Del-Sette Capital Management, LLC's estimated gain on his DES holdings is $-710,503.85, reflecting a -3.96% gain to date.
Del-Sette Capital Management, LLC DES ($33.29) Holding Chart
Del-Sette Capital Management, LLC DES ($33.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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