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

Hc Advisors, LLC

$126 Million
Q1 2025

A detailed history of Hc Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Hc Advisors, LLC holds 193,829 shares of DES stock, worth $6.03 Million. This represents 4.9% of its overall portfolio holdings.

Number of Shares

193,829

Previous 188,954 2.58%

Holding current value

$6.03 Million

Previous $6.49 Million 4.56%

% of portfolio

4.9%

Previous 5.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$31.63 - $35.22 $154,196 - $171,697	4,875 Added 2.58%	193,829 $6.19 Million
Q4 2024 Feb 05, 2025	BUY	$33.7 - $37.69 $67,197 - $75,153	1,994 Added 1.07%	188,954 $6.49 Million
Q3 2024 Nov 05, 2024	BUY	$30.61 - $34.92 $131,561 - $150,086	4,298 Added 2.35%	186,960 $6.45 Million
Q2 2024 Aug 07, 2024	BUY	$30.34 - $32.53 $403,916 - $433,071	13,313 Added 7.86%	182,662 $5.69 Million
Q1 2024 May 13, 2024	BUY	$30.25 - $32.68 $387,653 - $418,794	12,815 Added 8.19%	169,349 $5.53 Million
Q4 2023 Jan 25, 2024	BUY	$26.55 - $32.72 $26,550 - $32,720	1,000 Added 0.64%	156,534 $5.04 Million
Q3 2023 Nov 07, 2023	BUY	$27.79 - $30.65 $193,140 - $213,017	6,950 Added 4.68%	155,534 $4.39 Million
Q2 2023 Aug 10, 2023	SELL	$26.6 - $29.16 $45,220 - $49,572	-1,700 Reduced 1.13%	148,584 $4.28 Million
Q1 2023 May 08, 2023	BUY	$27.3 - $32.13 $180,999 - $213,021	6,630 Added 4.62%	150,284 $4.29 Million
Q4 2022 Feb 08, 2023	SELL	$26.29 - $30.5 $2,497 - $2,897	-95 Reduced 0.07%	143,654 $4.09 Million
Q3 2022 Nov 10, 2022	SELL	$25.74 - $31.54 $72,200 - $88,469	-2,805 Reduced 1.91%	143,749 $3.7 Million
Q2 2022 Aug 08, 2022	BUY	$27.57 - $32.14 $192,162 - $224,015	6,970 Added 4.99%	146,554 $4.14 Million
Q1 2022 May 06, 2022	BUY	$30.79 - $33.49 $174,117 - $189,385	5,655 Added 4.22%	139,584 $4.45 Million
Q4 2021 Feb 02, 2022	BUY	$30.94 - $33.79 $7,425 - $8,109	240 Added 0.18%	133,929 $4.4 Million
Q3 2021 Oct 29, 2021	SELL	$30.22 - $32.27 $870,910 - $929,989	-28,819 Reduced 17.73%	133,689 $4.12 Million
Q2 2021 Aug 09, 2021	SELL	$31.27 - $33.51 $267,045 - $286,175	-8,540 Reduced 4.99%	162,508 $5.18 Million
Q1 2021 May 07, 2021	BUY	$26.31 - $32.55 $135,706 - $167,892	5,158 Added 3.11%	171,048 $5.33 Million
Q4 2020 Feb 08, 2021	BUY	$21.26 - $26.81 $694,351 - $875,614	32,660 Added 24.51%	165,890 $4.41 Million
Q3 2020 Nov 04, 2020	BUY	$20.09 - $23.24 $173,878 - $201,142	8,655 Added 6.95%	133,230 $2.81 Million
Q2 2020 Aug 12, 2020	BUY	$16.54 - $23.54 $2.06 Million - $2.93 Million	124,575 New	124,575 $2.64 Million

Others Institutions Holding DES

# of Institutions

368

Shares Held

30.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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