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 186,960 shares of DES stock, worth $6.43 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares
186,960
Previous 182,662 2.35%
Holding current value
$6.43 Million
Previous $5.69 Million 13.34%
% of portfolio
5.5%
Previous 5.46%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR U.S. SMALLCAP DI


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

Track Hc Advisors, LLC Portfolio

Follow Hc 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 Hc Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hc Advisors, LLC with notifications on news.