Gallagher Fiduciary Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Gallagher Fiduciary Advisors, LLC

$3.01 Billion
Q1 2025

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 9,713 shares of DES stock, worth $302,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,713

Previous 9,664 0.51%

Holding current value

$302,657

Previous $331,000 6.34%

% of portfolio

0.01%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$31.63 - $35.22 $1,549 - $1,725	49 Added 0.51%	9,713 $310,000
Q4 2024 Feb 14, 2025	BUY	$33.7 - $37.69 $2,426 - $2,713	72 Added 0.75%	9,664 $331,000
Q3 2024 Nov 14, 2024	BUY	$30.61 - $34.92 $2,173 - $2,479	71 Added 0.75%	9,592 $330,000
Q2 2024 Aug 14, 2024	BUY	$30.34 - $32.53 $2,639 - $2,830	87 Added 0.92%	9,521 $296,000
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

# of Institutions

368

Shares Held

30.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Gallagher Fiduciary Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History