Apollon Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Apollon Wealth Management, LLC

$4.22 Billion
Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 53,374 shares of DES stock, worth $1.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

53,374

Previous 53,201 0.33%

Holding current value

$1.85 Million

Previous $1.83 Million 0.05%

% of portfolio

0.04%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$33.7 - $37.69 $5,830 - $6,520	173 Added 0.33%	53,374 $1.83 Million
Q3 2024 Nov 04, 2024	SELL	$30.61 - $34.92 $44,751 - $51,053	-1,462 Reduced 2.67%	53,201 $1.83 Million
Q2 2024 Jul 19, 2024	SELL	$30.34 - $32.53 $1.03 Million - $1.11 Million	-34,039 Reduced 38.37%	54,663 $1.7 Million
Q1 2024 May 02, 2024	SELL	$30.25 - $32.68 $8,228 - $8,888	-272 Reduced 0.31%	88,702 $2.9 Million
Q4 2023 Feb 06, 2024	BUY	$26.55 - $32.72 $716,186 - $882,622	26,975 Added 43.51%	88,974 $2.86 Million
Q3 2023 Nov 14, 2023	BUY	$27.79 - $30.65 $125,499 - $138,415	4,516 Added 7.86%	61,999 $1.75 Million
Q2 2023 Aug 04, 2023	BUY	$26.6 - $29.16 $1,596 - $1,749	60 Added 0.1%	57,483 $1.65 Million
Q1 2023 May 15, 2023	BUY	$27.3 - $32.13 $9,664 - $11,374	354 Added 0.62%	57,423 $1.64 Million
Q4 2022 Feb 15, 2023	SELL	$26.29 - $30.5 $19,770 - $22,936	-752 Reduced 1.3%	57,069 $1.62 Million
Q3 2022 Nov 08, 2022	SELL	$25.74 - $31.54 $14,903 - $18,261	-579 Reduced 0.99%	57,821 $1.49 Million
Q2 2022 Aug 11, 2022	SELL	$27.57 - $32.14 $24,013 - $27,993	-871 Reduced 1.47%	58,400 $1.65 Million
Q1 2022 May 16, 2022	BUY	$30.79 - $33.49 $38,025 - $41,360	1,235 Added 2.13%	59,271 $1.89 Million
Q4 2021 Feb 14, 2022	BUY	$30.94 - $33.79 $1.8 Million - $1.96 Million	58,036 New	58,036 $1.91 Million

Others Institutions Holding DES

# of Institutions

354

Shares Held

29.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Apollon Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History