Cascade Financial Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 167,488 shares of DES stock, worth $5.76 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
167,488
Previous 165,758 1.04%
Holding current value
$5.76 Million
Previous $5.16 Billion 11.59%
% of portfolio
0.72%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$30.61 - $34.92 $52,955 - $60,411
1,730 Added 1.04%
167,488 $5.76 Billion
Q2 2024

Jul 31, 2024
BUY
$30.34 - $32.53 $19,114 - $20,493
630 Added 0.38%
165,758 $5.16 Billion
Q1 2024

May 14, 2024
BUY
$30.25 - $32.68 $5 Million - $5.4 Million
165,128 New
165,128 $5.11 Billion

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
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
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