A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 44,295 shares of DES stock, worth $1.52 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
44,295
Previous 42,266 4.8%
Holding current value
$1.52 Million
Previous $1.32 Billion 16.04%
% of portfolio
0.51%
Previous 0.49%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$30.61 - $34.92 $62,107 - $70,852
2,029 Added 4.8%
44,295 $1.53 Billion
Q2 2024

Jul 22, 2024

SELL
$30.34 - $32.53 $33,920 - $36,368
-1,118 Reduced 2.58%
42,266 $1.32 Billion
Q1 2024

Apr 17, 2024

SELL
$30.25 - $32.68 $976,258 - $1.05 Million
-32,273 Reduced 42.66%
43,384 $1.42 Billion
Q4 2023

Jan 12, 2024

BUY
$26.55 - $32.72 $27,797 - $34,257
1,047 Added 1.4%
75,657 $2.43 Billion
Q3 2023

Nov 03, 2023

BUY
$27.79 - $30.65 $112,354 - $123,917
4,043 Added 5.73%
74,610 $2.1 Billion
Q2 2023

Oct 04, 2023

BUY
$26.6 - $29.16 $9,097 - $9,972
342 Added 0.49%
70,567 $2.03 Billion
Q1 2023

Oct 04, 2023

BUY
$27.3 - $32.13 $94,294 - $110,977
3,454 Added 5.17%
70,225 $2.01 Billion
Q4 2022

Oct 04, 2023

BUY
$26.29 - $30.5 $69,011 - $80,062
2,625 Added 4.09%
66,771 $1.9 Billion
Q3 2022

Oct 04, 2023

BUY
$25.74 - $31.54 $43,577 - $53,397
1,693 Added 2.71%
64,146 $1.65 Billion
Q2 2022

Oct 04, 2023

BUY
$27.57 - $32.14 $18,251 - $21,276
662 Added 1.07%
62,453 $1.76 Billion
Q1 2022

Oct 04, 2023

BUY
$30.79 - $33.49 $215,530 - $234,430
7,000 Added 12.78%
61,791 $1.97 Billion
Q4 2021

Oct 04, 2023

BUY
$30.94 - $33.79 $1.7 Million - $1.85 Million
54,791 New
54,791 $1.8 Billion

About WISDOMTREE TR U.S. SMALLCAP DI


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