Avantax Advisory Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 98,615 shares of DES stock, worth $3.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
98,615
Previous 99,200 0.59%
Holding current value
$3.41 Million
Previous $3.09 Million 10.06%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$30.61 - $34.92 $17,906 - $20,428
-585 Reduced 0.59%
98,615 $3.4 Million
Q2 2024

Aug 09, 2024
BUY
$30.34 - $32.53 $22,755 - $24,397
750 Added 0.76%
99,200 $3.09 Million
Q1 2024

May 08, 2024
BUY
$30.25 - $32.68 $6,715 - $7,254
222 Added 0.23%
98,450 $3.22 Million
Q4 2023

Feb 07, 2024
SELL
$26.55 - $32.72 $63,135 - $77,808
-2,378 Reduced 2.36%
98,228 $3.16 Million
Q3 2023

Nov 07, 2023
SELL
$27.79 - $30.65 $356,990 - $393,729
-12,846 Reduced 11.32%
100,606 $2.84 Million
Q2 2023

Aug 11, 2023
BUY
$26.6 - $29.16 $1.14 Million - $1.25 Million
43,007 Added 61.05%
113,452 $3.27 Million
Q1 2023

Apr 28, 2023
BUY
$27.3 - $32.13 $121,430 - $142,914
4,448 Added 6.74%
70,445 $2.01 Million
Q4 2022

Feb 13, 2023
BUY
$26.29 - $30.5 $245,706 - $285,053
9,346 Added 16.5%
65,997 $1.88 Million
Q3 2022

Nov 01, 2022
BUY
$25.74 - $31.54 $12,432 - $15,233
483 Added 0.86%
56,651 $1.46 Million
Q2 2022

Aug 02, 2022
BUY
$27.57 - $32.14 $135,782 - $158,289
4,925 Added 9.61%
56,168 $1.59 Million
Q1 2022

Apr 27, 2022
BUY
$30.79 - $33.49 $193,422 - $210,384
6,282 Added 13.97%
51,243 $1.63 Million
Q4 2021

Jan 24, 2022
BUY
$30.94 - $33.79 $94,119 - $102,789
3,042 Added 7.26%
44,961 $1.48 Million
Q3 2021

Oct 21, 2021
BUY
$30.22 - $32.27 $77,907 - $83,192
2,578 Added 6.55%
41,919 $1.29 Million
Q2 2021

Jul 29, 2021
BUY
$31.27 - $33.51 $172,610 - $184,975
5,520 Added 16.32%
39,341 $1.25 Million
Q1 2021

May 13, 2021
BUY
$26.31 - $32.55 $205,875 - $254,703
7,825 Added 30.1%
33,821 $1.05 Million
Q4 2020

Jan 22, 2021
SELL
$21.26 - $26.81 $2.42 Million - $3.05 Million
-113,657 Reduced 81.39%
25,996 $693,000
Q3 2020

Oct 14, 2020
BUY
$20.09 - $23.24 $1.94 Million - $2.25 Million
96,673 Added 224.93%
139,653 $2.94 Million
Q2 2020

Aug 06, 2020
SELL
$16.54 - $23.54 $406,205 - $578,118
-24,559 Reduced 36.36%
42,980 $912,000
Q1 2020

Apr 30, 2020
BUY
$15.92 - $28.87 $15,187 - $27,541
954 Added 1.43%
67,539 $1.22 Million
Q4 2019

Feb 14, 2020
BUY
$26.28 - $28.79 $1.75 Million - $1.92 Million
66,585 New
66,585 $1.91 Million
Q3 2019

Nov 08, 2019
SELL
$26.76 - $27.89 $259,384 - $270,337
-9,693 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
N/A
9,693 New
9,693 $263,000

Others Institutions Holding DES

# of Institutions
352
Shares Held
29.7M
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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