Berger Financial Group, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,874 shares of DES stock, worth $266,219. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,874

Previous 7,874 -0.0%

Holding current value

$266,219

Previous $250,000 6.0%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$30.34 - $32.53 $5,734 - $6,148	-189 Reduced 2.34%	7,874 $245,000
Q1 2023 Apr 24, 2023	SELL	$27.3 - $32.13 $9,882 - $11,631	-362 Reduced 4.3%	8,063 $230,000
Q3 2022 Oct 27, 2022	SELL	$25.74 - $31.54 $20,617 - $25,263	-801 Reduced 8.68%	8,425 $217,000
Q2 2022 Aug 08, 2022	SELL	$27.57 - $32.14 $11,524 - $13,434	-418 Reduced 4.33%	9,226 $260,000
Q3 2021 Oct 28, 2021	BUY	$30.22 - $32.27 $21,305 - $22,750	705 Added 7.89%	9,644 $297,000
Q2 2021 Jul 29, 2021	SELL	$31.27 - $33.51 $20,481 - $21,949	-655 Reduced 6.83%	8,939 $285,000
Q1 2021 May 12, 2021	SELL	$26.31 - $32.55 $1.76 Million - $2.18 Million	-67,070 Reduced 87.49%	9,594 $299,000
Q4 2020 Feb 02, 2021	BUY	$21.26 - $26.81 $1.63 Million - $2.06 Million	76,664 New	76,664 $2.04 Million

Others Institutions Holding DES

# of Institutions

377

Shares Held

31M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Berger Financial Group, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History