Hc Financial Advisors Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Hc Financial Advisors Inc

$149 Million
Q2 2022

A detailed history of Hc Financial Advisors Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Hc Financial Advisors Inc holds 93,511 shares of DES stock, worth $3.23 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

93,511

Previous 82,110 13.89%

Holding current value

$3.23 Million

Previous $2.62 Million 0.84%

% of portfolio

1.77%

Previous 1.56%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	BUY	$27.57 - $32.14 $314,325 - $366,428	11,401 Added 13.89%	93,511 $2.64 Million
Q1 2022 May 04, 2022	BUY	$30.79 - $33.49 $68,230 - $74,213	2,216 Added 2.77%	82,110 $2.62 Million
Q4 2021 Jan 19, 2022	SELL	$30.94 - $33.79 $44,986 - $49,130	-1,454 Reduced 1.79%	79,894 $2.63 Million
Q3 2021 Oct 19, 2021	SELL	$30.22 - $32.27 $48,200 - $51,470	-1,595 Reduced 1.92%	81,348 $2.51 Million
Q2 2021 Jul 28, 2021	BUY	$31.27 - $33.51 $360,261 - $386,068	11,521 Added 16.13%	82,943 $2.65 Million
Q1 2021 Apr 21, 2021	SELL	$26.31 - $32.55 $37,728 - $46,676	-1,434 Reduced 1.97%	71,422 $2.23 Million
Q4 2020 Jan 26, 2021	SELL	$21.26 - $26.81 $146,438 - $184,667	-6,888 Reduced 8.64%	72,856 $1.94 Million
Q3 2020 Oct 30, 2020	SELL	$20.09 - $23.24 $396,717 - $458,920	-19,747 Reduced 19.85%	79,744 $1.68 Million
Q2 2020 Jul 28, 2020	BUY	$16.54 - $23.54 $38,157 - $54,306	2,307 Added 2.37%	99,491 $2.11 Million
Q1 2020 Apr 08, 2020	SELL	$15.92 - $28.87 $13,452 - $24,395	-845 Reduced 0.86%	97,184 $1.75 Million
Q4 2019 Jan 17, 2020	SELL	$26.28 - $28.79 $372,413 - $407,983	-14,171 Reduced 12.63%	98,029 $2.81 Million
Q3 2019 Oct 15, 2019	SELL	$26.76 - $27.89 $159,462 - $166,196	-5,959 Reduced 5.04%	112,200 $3.07 Million
Q2 2019 Jul 25, 2019	BUY	N/A	2,473 Added 2.14%	118,159 $3.2 Million
Q1 2019 Apr 23, 2019	BUY	N/A	6,675 Added 6.12%	115,686 $3.19 Million
Q4 2018 Jan 25, 2019	BUY	N/A	29,436 Added 36.99%	109,011 $2.67 Million
Q1 2018 May 07, 2018	BUY	N/A	79,575 New	79,575 $2.18 Million

Others Institutions Holding DES

# of Institutions

354

Shares Held

29.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Hc Financial Advisors Inc Wisdomtree Tr U.S. Smallcap Di Transaction History