Advisor Net Financial, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Advisor Net Financial, Inc

  • $1.66 Billion
  • Q3 2025

A detailed history of Advisor Net Financial, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Advisor Net Financial, Inc holds 76,131 shares of DES stock, worth $2.57 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
76,131
Previous 73,843 3.1%
Holding current value
$2.57 Million
Previous $2.35 Million 9.34%
% of portfolio
0.15%
Previous 0.16%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$31.31 - $34.54 $71,637 - $79,027
2,288 Added 3.1%
76,131 $2.56 Million
Q2 2025

Jul 14, 2025
BUY
$28.02 - $32.37 $1.16 Million - $1.34 Million
41,497 Added 128.29%
73,843 $2.35 Million
Q1 2025

Apr 07, 2025
BUY
$31.63 - $35.22 $381,584 - $424,894
12,064 Added 59.48%
32,346 $1.03 Million
Q4 2024

Jan 13, 2025
BUY
$33.7 - $37.69 $175,206 - $195,950
5,199 Added 34.47%
20,282 $696,000
Q3 2024

Oct 15, 2024
BUY
$30.61 - $34.92 $300,528 - $342,844
9,818 Added 186.48%
15,083 $520,000
Q2 2024

Jul 16, 2024
BUY
$30.34 - $32.53 $149,121 - $159,884
4,915 Added 1404.29%
5,265 $164,000
Q3 2023

Oct 12, 2023
SELL
$27.79 - $30.65 $83 - $91
-3 Reduced 0.85%
350 $9,000
Q2 2023

Jul 14, 2023
SELL
$26.6 - $29.16 $17,343 - $19,012
-652 Reduced 64.88%
353 $10,000
Q1 2023

Apr 28, 2023
BUY
$27.3 - $32.13 $81 - $96
3 Added 0.3%
1,005 $28,000
Q4 2022

Jan 13, 2023
BUY
$26.29 - $30.5 $157 - $183
6 Added 0.6%
1,002 $0
Q3 2022

Oct 04, 2022
BUY
$25.74 - $31.54 $154 - $189
6 Added 0.61%
996 $26,000
Q2 2022

Jul 07, 2022
BUY
$27.57 - $32.14 $110 - $128
4 Added 0.41%
990 $28,000
Q1 2022

Apr 14, 2022
SELL
$30.79 - $33.49 $75,651 - $82,284
-2,457 Reduced 71.36%
986 $31,000
Q4 2021

Jan 19, 2022
BUY
$30.94 - $33.79 $1,021 - $1,115
33 Added 0.97%
3,443 $113,000
Q3 2021

Oct 15, 2021
BUY
$30.22 - $32.27 $9,881 - $10,552
327 Added 10.61%
3,410 $105,000
Q2 2021

Jul 06, 2021
SELL
$31.27 - $33.51 $51,970 - $55,693
-1,662 Reduced 35.03%
3,083 $98,000
Q1 2021

Apr 14, 2021
BUY
$26.31 - $32.55 $210 - $260
8 Added 0.17%
4,745 $148,000
Q4 2020

Feb 04, 2021
SELL
$21.26 - $26.81 $21,642 - $27,292
-1,018 Reduced 17.69%
4,737 $126,000
Q3 2020

Nov 06, 2020
SELL
$20.09 - $23.24 $4,279 - $4,950
-213 Reduced 3.57%
5,755 $121,000
Q2 2020

Aug 26, 2020
SELL
$16.54 - $23.54 $56,517 - $80,436
-3,417 Reduced 36.41%
5,968 $126,000
Q1 2020

May 14, 2020
SELL
$15.92 - $28.87 $52,695 - $95,559
-3,310 Reduced 26.07%
9,385 $169,000
Q4 2019

Feb 12, 2020
SELL
$26.28 - $28.79 $8,593 - $9,414
-327 Reduced 2.51%
12,695 $364,000
Q3 2019

Oct 23, 2019
SELL
$26.76 - $27.89 $20,364 - $21,224
-761 Reduced 5.52%
13,022 $356,000
Q2 2019

Jul 15, 2019
SELL
N/A
-3,551 Reduced 20.49%
13,783 $374,000
Q1 2019

May 14, 2019
SELL
N/A
-1,741 Reduced 9.13%
17,334 $477,000
Q4 2018

Feb 08, 2019
SELL
N/A
-4,807 Reduced 20.13%
19,075 $468,000
Q3 2018

Nov 14, 2018
SELL
N/A
-5,885 Reduced 19.77%
23,882 $710,000
Q2 2018

Jul 27, 2018
SELL
N/A
-327 Reduced 1.09%
29,767 $883,000
Q1 2018

May 08, 2018
BUY
N/A
164 Added 0.55%
30,094 $825,000
Q4 2017

Feb 27, 2018
BUY
N/A
29,930
29,930 $869,000

Others Institutions Holding DES

# of Institutions
378
Shares Held
31.1M
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
Track This Portfolio

Track Advisor Net Financial, Inc Portfolio

Follow Advisor Net Financial, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email