Cerity Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024

A detailed history of Cerity Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cerity Partners LLC holds 85,053 shares of DES stock, worth $2.87 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
85,053
Previous 76,908 10.59%
Holding current value
$2.87 Million
Previous $2.65 Million 10.14%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$33.7 - $37.69 $274,486 - $306,985
8,145 Added 10.59%
85,053 $2.92 Million
Q3 2024

Nov 12, 2024
SELL
$30.61 - $34.92 $152,621 - $174,111
-4,986 Reduced 6.09%
76,908 $2.65 Million
Q2 2024

Aug 13, 2024
SELL
$30.34 - $32.53 $161,075 - $172,701
-5,309 Reduced 6.09%
81,894 $2.55 Million
Q1 2024

May 14, 2024
SELL
$30.25 - $32.68 $154,910 - $167,354
-5,121 Reduced 5.55%
87,203 $2.85 Million
Q4 2023

Jan 26, 2024
BUY
$26.55 - $32.72 $181,787 - $224,033
6,847 Added 8.01%
92,324 $2.97 Million
Q3 2023

Nov 13, 2023
SELL
$27.79 - $30.65 $194,585 - $214,611
-7,002 Reduced 7.57%
85,477 $2.41 Million
Q2 2023

Aug 14, 2023
SELL
$26.6 - $29.16 $94,110 - $103,168
-3,538 Reduced 3.68%
92,479 $2.66 Million
Q1 2023

May 11, 2023
SELL
$27.3 - $32.13 $78,187 - $92,020
-2,864 Reduced 2.9%
96,017 $2.74 Million
Q4 2022

Feb 15, 2023
BUY
$26.29 - $30.5 $77,213 - $89,578
2,937 Added 3.06%
98,881 $2.81 Million
Q3 2022

Nov 10, 2022
SELL
$25.74 - $31.54 $310,707 - $380,719
-12,071 Reduced 11.18%
95,944 $2.47 Million
Q2 2022

Aug 10, 2022
BUY
$27.57 - $32.14 $2.98 Million - $3.47 Million
108,015 New
108,015 $3.05 Million

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
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 Cerity Partners LLC Portfolio

Follow Cerity Partners 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 Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email