Financial Advisory Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Financial Advisory Partners, LLC

$301 Billion
Q4 2024

A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 46,553 shares of DES stock, worth $1.61 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

46,553

Previous 44,295 5.1%

Holding current value

$1.61 Million

Previous $1.53 Billion 4.67%

% of portfolio

0.53%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$33.7 - $37.69 $76,094 - $85,104	2,258 Added 5.1%	46,553 $1.6 Billion
Q3 2024 Oct 09, 2024	BUY	$30.61 - $34.92 $62,107 - $70,852	2,029 Added 4.8%	44,295 $1.53 Billion
Q2 2024 Jul 22, 2024	SELL	$30.34 - $32.53 $33,920 - $36,368	-1,118 Reduced 2.58%	42,266 $1.32 Billion
Q1 2024 Apr 17, 2024	SELL	$30.25 - $32.68 $976,258 - $1.05 Million	-32,273 Reduced 42.66%	43,384 $1.42 Billion
Q4 2023 Jan 12, 2024	BUY	$26.55 - $32.72 $27,797 - $34,257	1,047 Added 1.4%	75,657 $2.43 Billion
Q3 2023 Nov 03, 2023	BUY	$27.79 - $30.65 $112,354 - $123,917	4,043 Added 5.73%	74,610 $2.1 Billion
Q2 2023 Oct 04, 2023	BUY	$26.6 - $29.16 $9,097 - $9,972	342 Added 0.49%	70,567 $2.03 Billion
Q1 2023 Oct 04, 2023	BUY	$27.3 - $32.13 $94,294 - $110,977	3,454 Added 5.17%	70,225 $2.01 Billion
Q4 2022 Oct 04, 2023	BUY	$26.29 - $30.5 $69,011 - $80,062	2,625 Added 4.09%	66,771 $1.9 Billion
Q3 2022 Oct 04, 2023	BUY	$25.74 - $31.54 $43,577 - $53,397	1,693 Added 2.71%	64,146 $1.65 Billion
Q2 2022 Oct 04, 2023	BUY	$27.57 - $32.14 $18,251 - $21,276	662 Added 1.07%	62,453 $1.76 Billion
Q1 2022 Oct 04, 2023	BUY	$30.79 - $33.49 $215,530 - $234,430	7,000 Added 12.78%	61,791 $1.97 Billion
Q4 2021 Oct 04, 2023	BUY	$30.94 - $33.79 $1.7 Million - $1.85 Million	54,791 New	54,791 $1.8 Billion

Others Institutions Holding DES

# of Institutions

354

Shares Held

29.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Financial Advisory Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History