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

Cerity Partners LLC

$44.7 Billion
Q3 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 76,908 shares of DES stock, worth $2.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

76,908

Previous 81,894 6.09%

Holding current value

$2.75 Million

Previous $2.55 Million 4.0%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

351

Shares Held

29.3M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

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.

Account

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