Dynamic Advisor Solutions LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 10,430 shares of DES stock, worth $310,396. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,430
Holding current value
$310,396
% of portfolio
0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$31.63 - $35.22 $329,900 - $367,344
10,430 New
10,430 $332,000
Q3 2024

Oct 07, 2024
SELL
$30.61 - $34.92 $5.28 Million - $6.03 Million
-172,585 Reduced 93.97%
11,066 $381,000
Q2 2024

Jul 15, 2024
BUY
$30.34 - $32.53 $22,117 - $23,714
729 Added 0.4%
183,651 $5.72 Million
Q1 2024

Apr 12, 2024
BUY
$30.25 - $32.68 $59,864 - $64,673
1,979 Added 1.09%
182,922 $5.98 Million
Q4 2023

Jan 10, 2024
BUY
$26.55 - $32.72 $4.8 Million - $5.92 Million
180,943 New
180,943 $5.82 Million
Q1 2020

May 07, 2020
SELL
$15.92 - $28.87 $111,710 - $202,580
-7,017 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$26.28 - $28.79 $101,099 - $110,755
-3,847 Reduced 35.41%
7,017 $201,000
Q3 2019

Nov 13, 2019
SELL
$26.76 - $27.89 $91,278 - $95,132
-3,411 Reduced 23.89%
10,864 $297,000
Q2 2019

Aug 13, 2019
BUY
N/A
4,783 Added 50.39%
14,275 $387,000
Q1 2019

Apr 10, 2019
SELL
N/A
-277 Reduced 2.84%
9,492 $261,000
Q4 2018

Jan 29, 2019
SELL
N/A
-704 Reduced 6.72%
9,769 $265,000
Q3 2018

Nov 14, 2018
BUY
N/A
921 Added 9.64%
10,473 $311,000
Q2 2018

Aug 07, 2018
BUY
N/A
9,552 New
9,552 $283,000

Others Institutions Holding DES

# of Institutions
362
Shares Held
31.4M
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 Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email