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

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 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 97,498 shares of DES stock, worth $3.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

97,498

Previous 98,615 1.13%

Holding current value

$3.19 Million

Previous $3.4 Million 1.53%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$33.7 - $37.69 $37,642 - $42,099	-1,117 Reduced 1.13%	97,498 $3.35 Million
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

363

Shares Held

31.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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