Heritage Wealth Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,769 shares of DES stock, worth $59,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,769
Previous 3,469 49.01%
Holding current value
$59,809
Previous $110,000 49.09%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 11, 2025
SELL
$28.02 - $32.37 $47,634 - $55,028
-1,700 Reduced 49.01%
1,769 $56,000
Q2 2024

Aug 05, 2024
BUY
$30.34 - $32.53 $93,113 - $99,834
3,069 Added 767.25%
3,469 $108,000
Q1 2024

May 08, 2024
SELL
$30.25 - $32.68 $92,837 - $100,294
-3,069 Reduced 88.47%
400 $13,000
Q2 2020

Jul 17, 2020
BUY
$16.54 - $23.54 $55,375 - $78,811
3,348 Added 2766.94%
3,469 $0
Q2 2020

Jul 17, 2020
SELL
$16.54 - $23.54 $55,375 - $78,811
-3,348 Reduced 96.51%
121 $73,000
Q1 2019

May 06, 2019
BUY
N/A
3,469 New
3,469 $0

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
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