Brady Family Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Brady Family Wealth, LLC

$313 Billion
Q1 2025

A detailed history of Brady Family Wealth, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Brady Family Wealth, LLC holds 10,174 shares of DES stock, worth $319,056. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,174

Previous 10,174 -0.0%

Holding current value

$319,056

Previous $349 Million 6.96%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$30.34 - $32.53 $1,850 - $1,984	61 Added 0.6%	10,174 $317 Million
Q1 2024 May 13, 2024	BUY	$30.25 - $32.68 $1,905 - $2,058	63 Added 0.63%	10,113 $330 Million
Q4 2023 Feb 09, 2024	BUY	$26.55 - $32.72 $557 - $687	21 Added 0.21%	10,050 $323 Million
Q3 2023 Oct 27, 2023	BUY	$27.79 - $30.65 $1,417 - $1,563	51 Added 0.51%	10,029 $283 Million
Q2 2023 Jul 19, 2023	BUY	$26.6 - $29.16 $1,383 - $1,516	52 Added 0.52%	9,978 $287 Million
Q1 2023 May 05, 2023	SELL	$27.3 - $32.13 $3,985 - $4,690	-146 Reduced 1.45%	9,926 $283 Million
Q4 2022 Apr 10, 2023	BUY	$26.29 - $30.5 $264,792 - $307,196	10,072 New	10,072 $286 Million

Others Institutions Holding DES

# of Institutions

369

Shares Held

30.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Brady Family Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History