Caldwell Trust CO Wisdomtree Tr U.S. Smallcap Di Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Caldwell Trust CO holds 5,480 shares of DES stock, worth $180,511. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,480
Previous 5,480 -0.0%
Holding current value
$180,511
Previous $174 Million 6.04%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$28.02 - $32.37 $153,549 - $177,387
5,480 New
5,480 $174 Million
Q2 2020

Oct 02, 2025
SELL
$16.54 - $23.54 $31,426 - $44,726
-1,900 Reduced 25.75%
5,480 $116 Million
Q1 2020

Oct 02, 2025
BUY
$15.92 - $28.87 $30,248 - $54,853
1,900 Added 34.67%
7,380 $133 Million
Q4 2019

Oct 06, 2025
BUY
$26.28 - $28.79 $49,932 - $54,701
1,900 Added 34.67%
7,380 $212 Million

Others Institutions Holding DES

# of Institutions
382
Shares Held
30.6M
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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