Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$16.54 - $23.54 $1,885 - $2,683	-114 Closed	0 $0
Q1 2020 May 18, 2020	BUY	$15.92 - $28.87 $1,814 - $3,291	114 New	114 $2,000
Q4 2019 Feb 14, 2020	SELL	$26.28 - $28.79 $2,995 - $3,282	-114 Closed	0 $0
Q3 2019 May 28, 2020	BUY	$26.76 - $27.89 $3,050 - $3,179	114 New	114 $3,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.24M
Shares

$80.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.2M
Shares

$78.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.97M
Shares

$70.5 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$61.6 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.49M
Shares

$53.4 Million
0.05% of portfolio

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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