Frazier Financial Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Frazier Financial Advisors, LLC

$130 Billion
Q1 2025

A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 119,444 shares of DES stock, worth $3.75 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

119,444

Previous 114,326 4.48%

Holding current value

$3.75 Million

Previous $3.91 Billion 2.28%

% of portfolio

2.94%

Previous 3.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$31.63 - $35.22 $161,882 - $180,255	5,118 Added 4.48%	119,444 $3.82 Billion
Q4 2024 Feb 12, 2025	SELL	$33.7 - $37.69 $117,916 - $131,877	-3,499 Reduced 2.97%	114,326 $3.91 Billion
Q3 2024 Nov 06, 2024	SELL	$30.61 - $34.92 $169,763 - $193,666	-5,546 Reduced 4.5%	117,825 $4.06 Billion
Q2 2024 Aug 12, 2024	SELL	$30.34 - $32.53 $42,233 - $45,281	-1,392 Reduced 1.12%	123,371 $3.84 Billion
Q1 2024 May 13, 2024	BUY	$30.25 - $32.68 $14,701 - $15,882	486 Added 0.39%	124,763 $4.08 Billion
Q4 2023 Feb 09, 2024	BUY	$26.55 - $32.72 $3.3 Million - $4.07 Million	124,277 New	124,277 $4 Billion

Others Institutions Holding DES

# of Institutions

368

Shares Held

30.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Frazier Financial Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History