Destination Wealth Management Wisdomtree Tr U.S. Smallcap Di Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Destination Wealth Management holds 324,885 shares of DES stock, worth $11 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
324,885
Previous 309,034 5.13%
Holding current value
$11 Million
Previous $9.88 Million 4.48%
% of portfolio
0.31%
Previous 0.31%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$28.02 - $32.37 $444,145 - $513,096
15,851 Added 5.13%
324,885 $10.3 Million
Q1 2025

May 15, 2025
SELL
$31.63 - $35.22 $98,653 - $109,851
-3,119 Reduced 1.0%
309,034 $9.88 Million
Q4 2024

Feb 06, 2025
SELL
$33.7 - $37.69 $242,471 - $271,179
-7,195 Reduced 2.25%
312,153 $10.7 Million
Q3 2024

Nov 25, 2024
SELL
$30.61 - $34.92 $54,975 - $62,716
-1,796 Reduced 0.56%
319,348 $11 Million
Q2 2024

Jul 24, 2024
BUY
$30.34 - $32.53 $164,958 - $176,865
5,437 Added 1.72%
321,144 $10 Million
Q1 2024

May 14, 2024
SELL
$30.25 - $32.68 $76,562 - $82,713
-2,531 Reduced 0.8%
315,707 $10.3 Million
Q4 2023

Feb 13, 2024
SELL
$26.55 - $32.72 $322,290 - $397,188
-12,139 Reduced 3.67%
318,238 $10.2 Million
Q3 2023

Nov 14, 2023
BUY
$27.79 - $30.65 $126,166 - $139,151
4,540 Added 1.39%
330,377 $9.32 Million
Q2 2023

Aug 11, 2023
BUY
$26.6 - $29.16 $527,238 - $577,980
19,821 Added 6.48%
325,837 $9.38 Million
Q1 2023

May 05, 2023
BUY
$27.3 - $32.13 $114,523 - $134,785
4,195 Added 1.39%
306,016 $8.74 Million
Q4 2022

Feb 10, 2023
SELL
$26.29 - $30.5 $329,650 - $382,439
-12,539 Reduced 3.99%
301,821 $8.58 Million
Q3 2022

Nov 10, 2022
BUY
$25.74 - $31.54 $839,767 - $1.03 Million
32,625 Added 11.58%
314,360 $8.09 Million
Q2 2022

Jul 29, 2022
SELL
$27.57 - $32.14 $88,775 - $103,490
-3,220 Reduced 1.13%
281,735 $7.95 Million
Q1 2022

May 12, 2022
BUY
$30.79 - $33.49 $163,464 - $177,798
5,309 Added 1.9%
284,955 $9.08 Million
Q4 2021

Feb 04, 2022
BUY
$30.94 - $33.79 $211,474 - $230,954
6,835 Added 2.51%
279,646 $9.19 Million
Q3 2021

Oct 25, 2021
SELL
$30.22 - $32.27 $123,599 - $131,984
-4,090 Reduced 1.48%
272,811 $8.41 Million
Q2 2021

Aug 13, 2021
SELL
$31.27 - $33.51 $301,818 - $323,438
-9,652 Reduced 3.37%
276,901 $8.83 Million
Q1 2021

May 05, 2021
SELL
$26.31 - $32.55 $528,988 - $654,450
-20,106 Reduced 6.56%
286,553 $8.93 Million
Q4 2020

Feb 11, 2021
SELL
$21.26 - $26.81 $2.1 Million - $2.65 Million
-98,826 Reduced 24.37%
306,659 $8.16 Million
Q3 2020

Nov 12, 2020
BUY
$20.09 - $23.24 $237,745 - $275,022
11,834 Added 3.01%
405,485 $8.55 Million
Q2 2020

Aug 14, 2020
BUY
$16.54 - $23.54 $928,869 - $1.32 Million
56,159 Added 16.64%
393,651 $8.34 Million
Q1 2020

May 13, 2020
BUY
$15.92 - $28.87 $256,375 - $464,922
16,104 Added 5.01%
337,492 $6.08 Million
Q4 2019

Feb 12, 2020
BUY
$26.28 - $28.79 $159,361 - $174,582
6,064 Added 1.92%
321,388 $9.22 Million
Q3 2019

Nov 13, 2019
BUY
$26.76 - $27.89 $286,760 - $298,869
10,716 Added 3.52%
315,324 $8.63 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-2,407 Reduced 0.78%
304,608 $8.26 Million
Q1 2019

May 01, 2019
SELL
N/A
-4,958 Reduced 1.59%
307,015 $8.46 Million
Q4 2018

Feb 05, 2019
BUY
N/A
5,758 Added 1.88%
311,973 $7.65 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-15,551 Reduced 4.83%
306,215 $9.1 Million
Q2 2018

Jul 31, 2018
BUY
N/A
281,361 Added 696.35%
321,766 $9.54 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-275,882 Reduced 87.23%
40,405 $4.45 Million
Q4 2017

Feb 09, 2018
BUY
N/A
213,036 Added 206.33%
316,287 $9.19 Million
Q3 2017

Nov 09, 2017
BUY
N/A
4,907 Added 4.99%
103,251 $8.68 Million
Q2 2017

Aug 11, 2017
BUY
N/A
98,344
98,344 $7.92 Million

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
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 Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email