Financial Planning & Information Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 41,253 shares of DES stock, worth $1.48 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
41,253
Previous 52,057 20.75%
Holding current value
$1.48 Million
Previous $1.62 Million 12.28%
% of portfolio
0.2%
Previous 0.25%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$30.61 - $34.92 $330,710 - $377,275
-10,804 Reduced 20.75%
41,253 $1.42 Million
Q2 2024

Aug 13, 2024
SELL
$30.34 - $32.53 $6,159 - $6,603
-203 Reduced 0.39%
52,057 $1.62 Million
Q1 2024

May 14, 2024
SELL
$30.25 - $32.68 $79,799 - $86,209
-2,638 Reduced 4.81%
52,260 $1.71 Million
Q3 2023

Nov 14, 2023
SELL
$27.79 - $30.65 $128,223 - $141,419
-4,614 Reduced 7.75%
54,898 $1.55 Million
Q2 2023

Aug 11, 2023
SELL
$26.6 - $29.16 $117,598 - $128,916
-4,421 Reduced 6.92%
59,512 $1.71 Million
Q1 2023

May 02, 2023
SELL
$27.3 - $32.13 $94,949 - $111,748
-3,478 Reduced 5.16%
63,933 $1.83 Million
Q4 2022

Feb 13, 2023
SELL
$26.29 - $30.5 $80,421 - $93,299
-3,059 Reduced 4.34%
67,411 $1.92 Million
Q3 2022

Oct 25, 2022
SELL
$25.74 - $31.54 $4,092 - $5,014
-159 Reduced 0.23%
70,470 $1.81 Million
Q2 2022

Jul 19, 2022
SELL
$27.57 - $32.14 $249,784 - $291,188
-9,060 Reduced 11.37%
70,629 $1.99 Million
Q1 2022

Apr 19, 2022
SELL
$30.79 - $33.49 $182,523 - $198,528
-5,928 Reduced 6.92%
79,689 $2.54 Million
Q4 2021

Feb 02, 2022
SELL
$30.94 - $33.79 $255,688 - $279,240
-8,264 Reduced 8.8%
85,617 $2.81 Million
Q3 2021

Oct 13, 2021
SELL
$30.22 - $32.27 $243,966 - $260,515
-8,073 Reduced 7.92%
93,881 $2.89 Million
Q2 2021

Jul 29, 2021
SELL
$31.27 - $33.51 $349,129 - $374,139
-11,165 Reduced 9.87%
101,954 $3.25 Million
Q1 2021

Apr 20, 2021
SELL
$26.31 - $32.55 $343,319 - $424,744
-13,049 Reduced 10.34%
113,119 $3.52 Million
Q4 2020

Feb 08, 2021
SELL
$21.26 - $26.81 $63,652 - $80,269
-2,994 Reduced 2.32%
126,168 $3.36 Million
Q3 2020

May 24, 2021
BUY
$20.09 - $23.24 $115,095 - $133,141
5,729 Added 4.64%
129,162 $2.72 Million
Q2 2020

May 24, 2021
BUY
$16.54 - $23.54 $196,263 - $279,325
11,866 Added 10.64%
123,433 $2.61 Million
Q1 2020

May 24, 2021
BUY
$15.92 - $28.87 $146,177 - $265,084
9,182 Added 8.97%
111,567 $2.01 Million
Q4 2019

May 24, 2021
SELL
$26.28 - $28.79 $74,766 - $81,907
-2,845 Reduced 2.7%
102,385 $2.94 Million
Q3 2019

May 24, 2021
BUY
$26.76 - $27.89 $232,035 - $241,834
8,671 Added 8.98%
105,230 $2.88 Million
Q2 2019

May 24, 2021
BUY
N/A
2,571 Added 2.74%
96,559 $2.62 Million
Q1 2019

May 24, 2021
BUY
N/A
3,218 Added 3.55%
93,988 $2.59 Million
Q4 2018

May 24, 2021
BUY
N/A
17,004 Added 23.05%
90,770 $2.23 Million
Q3 2018

May 24, 2021
BUY
N/A
4,476 Added 6.46%
73,766 $2.19 Million
Q2 2018

May 24, 2021
BUY
N/A
10,008 Added 16.88%
69,290 $2.05 Million
Q1 2018

May 24, 2021
BUY
N/A
59,282 New
59,282 $1.62 Million

Others Institutions Holding DES

# of Institutions
350
Shares Held
29.3M
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
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More about DES
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