Chicago Partners Investment Group LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Chicago Partners Investment Group LLC

$3.16 Billion
Q2 2025

A detailed history of Chicago Partners Investment Group LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 14,331 shares of DES stock, worth $484,531. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,331

Previous 15,348 6.63%

Holding current value

$484,531

Previous $490,000 7.14%

% of portfolio

0.01%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$28.02 - $32.37 $28,496 - $32,920	-1,017 Reduced 6.63%	14,331 $455,000
Q1 2025 May 09, 2025	SELL	$31.63 - $35.22 $13,126 - $14,616	-415 Reduced 2.63%	15,348 $490,000
Q4 2024 Jan 23, 2025	SELL	$33.7 - $37.69 $37,373 - $41,798	-1,109 Reduced 6.57%	15,763 $541,000
Q3 2024 Oct 28, 2024	SELL	$30.61 - $34.92 $7,407 - $8,450	-242 Reduced 1.41%	16,872 $581,000
Q2 2024 Jul 31, 2024	SELL	$30.34 - $32.53 $6,917 - $7,416	-228 Reduced 1.31%	17,114 $533,000
Q1 2024 Apr 25, 2024	SELL	$30.25 - $32.68 $57,747 - $62,386	-1,909 Reduced 9.92%	17,342 $566,000
Q4 2023 Feb 23, 2024	SELL	$26.55 - $32.72 $112,226 - $138,307	-4,227 Reduced 18.0%	19,251 $619,000
Q3 2023 Oct 26, 2023	SELL	$27.79 - $30.65 $4,279 - $4,720	-154 Reduced 0.65%	23,478 $662,000
Q2 2023 Aug 07, 2023	BUY	$26.6 - $29.16 $3,245 - $3,557	122 Added 0.52%	23,632 $680,000
Q1 2023 Apr 26, 2023	SELL	$27.3 - $32.13 $48,321 - $56,870	-1,770 Reduced 7.0%	23,510 $671,000
Q4 2022 Feb 09, 2023	BUY	$26.29 - $30.5 $19,296 - $22,387	734 Added 2.99%	25,280 $718,000
Q3 2022 Nov 09, 2022	SELL	$25.74 - $31.54 $22,522 - $27,597	-875 Reduced 3.44%	24,546 $718,000
Q2 2022 Aug 04, 2022	BUY	$27.57 - $32.14 $8,381 - $9,770	304 Added 1.21%	25,421 $771,000
Q1 2022 May 20, 2022	BUY	$30.79 - $33.49 $9,945 - $10,817	323 Added 1.3%	25,117 $743,000
Q4 2021 Feb 15, 2022	BUY	$30.94 - $33.79 $219,612 - $239,841	7,098 Added 40.11%	24,794 $779,000
Q3 2021 Nov 12, 2021	SELL	$30.22 - $32.27 $52,280 - $55,827	-1,730 Reduced 8.91%	17,696 $0
Q2 2021 Aug 02, 2021	SELL	$31.27 - $33.51 $406 - $435	-13 Reduced 0.07%	19,426 $607,000
Q1 2021 Apr 28, 2021	SELL	$26.31 - $32.55 $11,681 - $14,452	-444 Reduced 2.23%	19,439 $624,000
Q4 2020 Jan 27, 2021	BUY	$21.26 - $26.81 $7,653 - $9,651	360 Added 1.84%	19,883 $562,000
Q3 2020 Nov 06, 2020	SELL	$20.09 - $23.24 $491,381 - $568,427	-24,459 Reduced 55.61%	19,523 $442,000
Q2 2020 Jul 31, 2020	SELL	$16.54 - $23.54 $27,059 - $38,511	-1,636 Reduced 3.59%	43,982 $949,000
Q1 2020 Apr 22, 2020	SELL	$15.92 - $28.87 $204,540 - $370,921	-12,848 Reduced 21.98%	45,618 $859,000
Q4 2019 Jan 24, 2020	BUY	$26.28 - $28.79 $46,305 - $50,727	1,762 Added 3.11%	58,466 $1.69 Million
Q3 2019 Oct 31, 2019	BUY	$26.76 - $27.89 $92,295 - $96,192	3,449 Added 6.48%	56,704 $1.57 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-936 Reduced 1.73%	53,255 $1.42 Million
Q1 2019 Apr 22, 2019	BUY	N/A	1,360 Added 2.57%	54,191 $1.53 Million
Q4 2018 Jan 11, 2019	BUY	N/A	22,240 Added 72.7%	52,831 $1.4 Million
Q3 2018 Nov 05, 2018	BUY	N/A	10,981 Added 56.0%	30,591 $824,000
Q2 2018 Aug 31, 2018	BUY	N/A	544 Added 2.85%	19,610 $581,000
Q1 2018 Apr 27, 2018	BUY	N/A	456 Added 2.45%	19,066 $0
Q4 2017 Mar 28, 2018	BUY	N/A	13,310 Added 251.13%	18,610 $0
Q3 2017 Nov 22, 2017	BUY	N/A	5,300	5,300 $0

Others Institutions Holding DES

# of Institutions

377

Shares Held

31M

Call Options Held

Put Options Held

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Chicago Partners Investment Group LLC Wisdomtree Tr U.S. Smallcap Di Transaction History