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 $1.39 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

41,253

Previous 52,057 20.75%

Holding current value

$1.39 Million

Previous $1.62 Million 12.28%

% of portfolio

0.2%

Previous 0.25%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

360

Shares Held

31.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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