Thurston, Springer, Miller, Herd & Titak, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 07, 2025	BUY	$28.02 - $32.37 $28 - $32	1 Added 0.21%	469 $14,000
Q1 2025 Apr 10, 2025	BUY	$31.63 - $35.22 $14,802 - $16,482	468 New	468 $14,000

Others Institutions Holding DES

# of Institutions

382

Shares Held

30.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.63M
Shares

$86.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.42M
Shares

$79.3 Million
0.01% of portfolio
Ubs Group Ag

1.63M
Shares

$53.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$52.8 Million
0.02% of portfolio
Creative Planning Overland Park, KS

1.4M
Shares

$46 Million
0.04% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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