Abound Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Abound Wealth Management

$399 Billion
Q3 2025

A detailed history of Abound Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Abound Wealth Management holds 61 shares of DES stock, worth $2,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,062

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$31.31 - $34.54 $1,909 - $2,106	61 New	61 $2.06 Million

Others Institutions Holding DES

# of Institutions

378

Shares Held

31.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.57M
Shares

$87.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.3M
Shares

$77.8 Million
0.01% of portfolio
Ubs Group Ag

1.73M
Shares

$58.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.65M
Shares

$55.8 Million
0.02% of portfolio
Creative Planning Overland Park, KS

1.44M
Shares

$48.7 Million
0.04% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
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Abound Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History