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EVERMAY WEALTH MANAGEMENT LLC
> DES
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | WisdomTree Trust | DES | 2,590 | -1,500 | 74,567,000 | -42,244,000 | $28,790.35 |
03/31/2023 | WisdomTree Trust | DES | 4,090 | 5 | 116,811,000 | 116,706,000 | $28,560.15 |
09/30/2022 | WisdomTree Trust | DES | 4,085 | 0 | 105,000 | -10,000 | $25.70 |
06/30/2022 | WisdomTree Trust | DES | 4,085 | 0 | 115,000 | -15,000 | $28.15 |
03/31/2022 | WisdomTree Trust | DES | 4,085 | -565 | 130,000 | -23,000 | $31.82 |
12/31/2021 | WisdomTree Trust | DES | 4,650 | 0 | 153,000 | 5,000 | $32.90 |
09/30/2021 | WisdomTree Trust | DES | 4,650 | 0 | 143,000 | -5,000 | $30.75 |
06/30/2021 | WisdomTree Trust | DES | 4,650 | 4,650 | 148,000 | 148,000 | $31.83 |
12/31/2018 | WisdomTree Trust | DES | 0 | -7,380 | 0 | -219,000 | |
09/30/2018 | WisdomTree Trust | DES | 7,380 | -1,650 | 219,000 | -49,000 | $29.67 |
06/30/2018 | WisdomTree Trust | DES | 9,030 | -890 | 268,000 | -4,000 | $29.68 |
03/31/2018 | WisdomTree Trust | DES | 9,920 | -520 | 272,000 | -31,000 | $27.42 |
12/31/2017 | WisdomTree Trust | DES | 10,440 | 6,760 | 303,000 | -6,000 | $29.02 |
09/30/2017 | WisdomTree Trust | DES | 3,680 | -120 | 309,000 | 3,000 | $83.97 |
06/30/2017 | WisdomTree Trust | DES | 3,800 | 0 | 306,000 | 0 | $80.53 |
03/31/2017 | WisdomTree Trust | DES | 3,800 | 3,800 | 306,000 | 306,000 | $80.53 |
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