Cahill Financial Advisors Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Cahill Financial Advisors Inc

$714 Million
Q1 2025

A detailed history of Cahill Financial Advisors Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 53,419 shares of DES stock, worth $1.66 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

53,419

Previous 53,232 0.35%

Holding current value

$1.66 Million

Previous $1.83 Million 6.62%

% of portfolio

0.24%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$31.63 - $35.22 $5,914 - $6,586	187 Added 0.35%	53,419 $1.71 Million
Q4 2024 Feb 13, 2025	BUY	$33.7 - $37.69 $10,952 - $12,249	325 Added 0.61%	53,232 $1.83 Million
Q3 2024 Nov 12, 2024	BUY	$30.61 - $34.92 $54,577 - $62,262	1,783 Added 3.49%	52,907 $1.82 Million
Q2 2024 Aug 06, 2024	BUY	$30.34 - $32.53 $5,066 - $5,432	167 Added 0.33%	51,124 $1.59 Million
Q1 2024 May 13, 2024	BUY	$30.25 - $32.68 $20,055 - $21,666	663 Added 1.32%	50,957 $1.67 Million
Q4 2023 Feb 13, 2024	BUY	$26.55 - $32.72 $28,328 - $34,912	1,067 Added 2.17%	50,294 $1.62 Million
Q3 2023 Nov 14, 2023	BUY	$27.79 - $30.65 $45,825 - $50,541	1,649 Added 3.47%	49,227 $1.39 Million
Q2 2023 Aug 14, 2023	BUY	$26.6 - $29.16 $144,783 - $158,717	5,443 Added 12.92%	47,578 $1.37 Million
Q1 2023 May 11, 2023	BUY	$27.3 - $32.13 $66,803 - $78,622	2,447 Added 6.17%	42,135 $1.2 Million
Q4 2022 Feb 14, 2023	SELL	$26.29 - $30.5 $364,090 - $422,394	-13,849 Reduced 25.87%	39,688 $1.13 Million
Q3 2022 Nov 14, 2022	BUY	$25.74 - $31.54 $176,061 - $215,733	6,840 Added 14.65%	53,537 $1.38 Million
Q2 2022 Aug 08, 2022	BUY	$27.57 - $32.14 $223,234 - $260,237	8,097 Added 20.98%	46,697 $0
Q1 2022 May 12, 2022	BUY	$30.79 - $33.49 $192,191 - $209,044	6,242 Added 19.29%	38,600 $1.23 Million
Q4 2021 Feb 11, 2022	BUY	$30.94 - $33.79 $29,547 - $32,269	955 Added 3.04%	32,358 $1.06 Million
Q3 2021 Nov 16, 2021	BUY	$30.22 - $32.27 $948,998 - $1.01 Million	31,403 New	31,403 $968,000

Others Institutions Holding DES

# of Institutions

368

Shares Held

30.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Cahill Financial Advisors Inc Wisdomtree Tr U.S. Smallcap Di Transaction History