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 13,304 shares of DES stock, worth $461,515. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,304
Previous 16,077 17.25%
Holding current value
$461,515
Previous $500,000 8.4%
% of portfolio
0.04%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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