Founders Financial Securities LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Founders Financial Securities LLC

$1.37 Billion
Q3 2025

A detailed history of Founders Financial Securities LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Founders Financial Securities LLC holds 11,875 shares of DES stock, worth $389,025. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,875

Previous 15,207 21.91%

Holding current value

$389,025

Previous $482,000 17.22%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$31.31 - $34.54 $104,324 - $115,087	-3,332 Reduced 21.91%	11,875 $399,000
Q2 2025 Aug 06, 2025	BUY	$28.02 - $32.37 $11,067 - $12,786	395 Added 2.67%	15,207 $482,000
Q1 2025 May 12, 2025	BUY	$31.63 - $35.22 $75,848 - $84,457	2,398 Added 19.32%	14,812 $473,000
Q4 2024 Feb 10, 2025	SELL	$33.7 - $37.69 $29,993 - $33,544	-890 Reduced 6.69%	12,414 $426,000
Q3 2024 Nov 12, 2024	SELL	$30.61 - $34.92 $84,881 - $96,833	-2,773 Reduced 17.25%	13,304 $458,000

Q2 2024 Aug 02, 2024	BUY	$30.34 - $32.53 $72,664 - $77,909	2,395 Added 17.5%	16,077 $500,000
Q1 2024 Apr 17, 2024	BUY	$30.25 - $32.68 $33,607 - $36,307	1,111 Added 8.84%	13,682 $447,000
Q4 2023 Feb 06, 2024	BUY	$26.55 - $32.72 $24,240 - $29,873	913 Added 7.83%	12,571 $404,000
Q3 2023 Oct 17, 2023	SELL	$27.79 - $30.65 $27,734 - $30,588	-998 Reduced 7.89%	11,658 $328,000
Q2 2023 Aug 11, 2023	BUY	$26.6 - $29.16 $2,074 - $2,274	78 Added 0.62%	12,656 $364,000
Q1 2023 May 04, 2023	BUY	$27.3 - $32.13 $9,009 - $10,602	330 Added 2.69%	12,578 $359,000
Q4 2022 Feb 08, 2023	SELL	$26.29 - $30.5 $525 - $610	-20 Reduced 0.16%	12,248 $348,000
Q3 2022 Oct 27, 2022	BUY	$25.74 - $31.54 $315,778 - $386,932	12,268 New	12,268 $316,000

Others Institutions Holding DES

# of Institutions

382

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Founders Financial Securities LLC Wisdomtree Tr U.S. Smallcap Di Transaction History