Capital Advisors, Ltd. LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 186 shares of DES stock, worth $6,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186
Previous 186 -0.0%
Holding current value
$6,288
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 06, 2020
SELL
$16.54 - $23.54 $40,754 - $58,002
-2,464 Reduced 92.98%
186 $4,000
Q2 2019

Jul 31, 2019
SELL
N/A
-3,500 Reduced 56.91%
2,650 $72,000
Q4 2018

Jan 29, 2019
SELL
N/A
-1,700 Reduced 21.66%
6,150 $151,000
Q3 2018

Oct 24, 2018
BUY
N/A
478 Added 6.48%
7,850 $233,000
Q2 2018

Jul 20, 2018
BUY
N/A
656 Added 9.77%
7,372 $219,000
Q4 2017

Jan 16, 2018
BUY
N/A
5,044 Added 301.67%
6,716 $195,000
Q3 2017

Oct 25, 2017
BUY
N/A
1,672
1,672 $141,000

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
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
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email