Clearstead Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Clearstead Advisors, LLC holds 21,124 shares of DES stock, worth $692,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,124

Previous 21,005 0.57%

Holding current value

$692,022

Previous $667,000 6.6%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$31.31 - $34.54 $3,725 - $4,110	119 Added 0.57%	21,124 $711,000
Q2 2025 Aug 08, 2025	SELL	$28.02 - $32.37 $39,592 - $45,738	-1,413 Reduced 6.3%	21,005 $667,000
Q1 2025 May 13, 2025	BUY	$31.63 - $35.22 $39,853 - $44,377	1,260 Added 5.96%	22,418 $716,000
Q4 2024 Feb 10, 2025	SELL	$33.7 - $37.69 $6,638 - $7,424	-197 Reduced 0.92%	21,158 $726,000
Q3 2024 Nov 13, 2024	BUY	$30.61 - $34.92 $21,335 - $24,339	697 Added 3.37%	21,355 $736,000

Q2 2024 Aug 09, 2024	BUY	$30.34 - $32.53 $626,763 - $672,004	20,658 New	20,658 $643,000

Others Institutions Holding DES

# of Institutions

382

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Clearstead Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History