A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 9,434 shares of DES stock, worth $292,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,434
Previous 9,389 0.48%
Holding current value
$292,454
Previous $302,000 1.99%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$30.25 - $32.68 $1,361 - $1,470
45 Added 0.48%
9,434 $308,000
Q4 2023

Feb 14, 2024

BUY
$26.55 - $32.72 $1,938 - $2,388
73 Added 0.78%
9,389 $302,000
Q3 2023

Nov 14, 2023

SELL
$27.79 - $30.65 $181,885 - $200,604
-6,545 Reduced 41.26%
9,316 $262,000
Q2 2023

Aug 14, 2023

BUY
$26.6 - $29.16 $3,351 - $3,674
126 Added 0.8%
15,861 $456,000
Q1 2023

May 15, 2023

BUY
$27.3 - $32.13 $429,565 - $505,565
15,735 New
15,735 $449,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.