Pfg Investments, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Pfg Investments, LLC

$1.56 Trillion
Q1 2025

A detailed history of Pfg Investments, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Pfg Investments, LLC holds 9,770 shares of DES stock, worth $310,979. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,770

Previous 10,569 7.56%

Holding current value

$310,979

Previous $363 Million 13.99%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$31.63 - $35.22 $25,272 - $28,140	-799 Reduced 7.56%	9,770 $312 Million
Q4 2024 Jan 22, 2025	BUY	$33.7 - $37.69 $2,224 - $2,487	66 Added 0.63%	10,569 $363 Million
Q3 2024 Oct 23, 2024	BUY	$30.61 - $34.92 $13,896 - $15,853	454 Added 4.52%	10,503 $362 Million
Q2 2024 Aug 06, 2024	BUY	$30.34 - $32.53 $2,336 - $2,504	77 Added 0.77%	10,049 $313 Million
Q1 2024 Apr 22, 2024	BUY	$30.25 - $32.68 $1,210 - $1,307	40 Added 0.4%	9,972 $326 Million
Q4 2023 Jan 17, 2024	SELL	$26.55 - $32.72 $929 - $1,145	-35 Reduced 0.35%	9,932 $320 Million
Q3 2023 Nov 06, 2023	BUY	$27.79 - $30.65 $1,750 - $1,930	63 Added 0.64%	9,967 $281 Million
Q2 2023 Aug 03, 2023	BUY	$26.6 - $29.16 $42,905 - $47,035	1,613 Added 19.45%	9,904 $285 Million
Q1 2023 May 11, 2023	BUY	$27.3 - $32.13 $226,344 - $266,389	8,291 New	8,291 $237 Million

Others Institutions Holding DES

# of Institutions

369

Shares Held

30.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Pfg Investments, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History