Global Retirement Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Global Retirement Partners, LLC

  • $3.86 Billion
  • Q2 2025

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,096 shares of DES stock, worth $70,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,096
Previous 882 137.64%
Holding current value
$70,865
Previous $30,000 120.0%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$28.02 - $32.37 $34,016 - $39,297
1,214 Added 137.64%
2,096 $66,000
Q4 2024

Jan 31, 2025
SELL
$33.7 - $37.69 $6,301 - $7,048
-187 Reduced 17.49%
882 $30,000
Q2 2024

Jul 23, 2024
SELL
$30.34 - $32.53 $7,524 - $8,067
-248 Reduced 18.83%
1,069 $33,000
Q1 2024

Apr 23, 2024
SELL
$30.25 - $32.68 $15,911 - $17,189
-526 Reduced 28.54%
1,317 $43,000
Q4 2023

Jan 18, 2024
BUY
$26.55 - $32.72 $929 - $1,145
35 Added 1.94%
1,843 $59,000
Q3 2023

Oct 13, 2023
SELL
$27.79 - $30.65 $22,176 - $24,458
-798 Reduced 30.62%
1,808 $50,000
Q2 2023

Jul 20, 2023
BUY
$26.6 - $29.16 $1,117 - $1,224
42 Added 1.64%
2,606 $75,000
Q1 2023

May 05, 2023
BUY
$27.3 - $32.13 $5,405 - $6,361
198 Added 8.37%
2,564 $73,000
Q4 2022

Feb 13, 2023
BUY
$26.29 - $30.5 $52 - $61
2 Added 0.08%
2,366 $67,000
Q3 2022

Nov 03, 2022
SELL
$25.74 - $31.54 $13,333 - $16,337
-518 Reduced 17.97%
2,364 $69,000
Q2 2022

Jul 15, 2022
BUY
$27.57 - $32.14 $82 - $96
3 Added 0.1%
2,882 $81,000
Q1 2022

Jul 14, 2022
BUY
$30.79 - $33.49 $88,644 - $96,417
2,879 New
2,879 $85,000
Q4 2021

Jan 21, 2022
SELL
$30.94 - $33.79 $72,925 - $79,643
-2,357 Closed
0 $0
Q3 2021

Oct 22, 2021
SELL
$30.22 - $32.27 $16,379 - $17,490
-542 Reduced 18.7%
2,357 $73,000
Q2 2021

Jul 15, 2021
BUY
$31.27 - $33.51 $187 - $201
6 Added 0.21%
2,899 $92,000
Q1 2021

Apr 14, 2021
SELL
$26.31 - $32.55 $13,628 - $16,860
-518 Reduced 15.19%
2,893 $90,000
Q4 2020

Jan 13, 2021
SELL
$21.26 - $26.81 $16,837 - $21,233
-792 Reduced 18.84%
3,411 $91,000
Q3 2020

Oct 09, 2020
SELL
$20.09 - $23.24 $70,736 - $81,828
-3,521 Reduced 45.59%
4,203 $89,000
Q2 2020

Jul 13, 2020
BUY
$16.54 - $23.54 $281 - $400
17 Added 0.22%
7,724 $164,000
Q1 2020

Apr 28, 2020
SELL
$15.92 - $28.87 $137,437 - $249,234
-8,633 Reduced 52.83%
7,707 $139,000
Q4 2019

Jan 23, 2020
SELL
$26.28 - $28.79 $49,117 - $53,808
-1,869 Reduced 10.26%
16,340 $469,000
Q3 2019

Nov 19, 2019
SELL
$26.76 - $27.89 $5,432 - $5,661
-203 Reduced 1.1%
18,209 $498,000
Q2 2019

Nov 19, 2019
BUY
N/A
10,909 Added 145.4%
18,412 $499,000
Q1 2019

May 07, 2019
SELL
N/A
-79 Reduced 1.04%
7,503 $207,000
Q4 2018

Feb 22, 2019
SELL
N/A
-2,715 Reduced 26.37%
7,582 $186,000
Q3 2018

Oct 17, 2018
BUY
N/A
888 Added 9.44%
10,297 $306,000
Q2 2018

Aug 13, 2018
BUY
N/A
6,264 Added 199.17%
9,409 $279,000
Q1 2018

Aug 10, 2018
SELL
N/A
-48 Reduced 1.5%
3,145 $86,000
Q4 2017

Aug 13, 2018
BUY
N/A
2,153 Added 207.02%
3,193 $93,000
Q2 2017

Aug 10, 2018
BUY
N/A
370 Added 55.22%
1,040 $84,000
Q1 2017

Aug 10, 2018
SELL
N/A
-3 Reduced 0.45%
670 $54,000
Q4 2016

Aug 10, 2018
BUY
N/A
673
673 $56,000

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email