Iag Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 44,388 shares of DES stock, worth $1.52 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

44,388

Previous 45,207 1.81%

Holding current value

$1.52 Million

Previous $1.56 Million 2.25%

% of portfolio

0.28%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$33.7 - $37.69 $27,600 - $30,868	-819 Reduced 1.81%	44,388 $1.52 Million
Q3 2024 Oct 29, 2024	SELL	$30.61 - $34.92 $12,305 - $14,037	-402 Reduced 0.88%	45,207 $1.56 Million
Q2 2024 Jul 16, 2024	SELL	$30.34 - $32.53 $23,513 - $25,210	-775 Reduced 1.67%	45,609 $1.42 Million
Q1 2024 Apr 24, 2024	SELL	$30.25 - $32.68 $4,507 - $4,869	-149 Reduced 0.32%	46,384 $1.52 Million
Q4 2023 Feb 02, 2024	SELL	$26.55 - $32.72 $41,683 - $51,370	-1,570 Reduced 3.26%	46,533 $1.5 Million
Q3 2023 Oct 24, 2023	SELL	$27.79 - $30.65 $71,197 - $78,525	-2,562 Reduced 5.06%	48,103 $1.36 Million
Q2 2023 Aug 10, 2023	SELL	$26.6 - $29.16 $105,761 - $115,940	-3,976 Reduced 7.28%	50,665 $1.46 Million
Q1 2023 Apr 25, 2023	SELL	$27.3 - $32.13 $95,304 - $112,165	-3,491 Reduced 6.01%	54,641 $1.56 Million
Q4 2022 Feb 08, 2023	SELL	$26.29 - $30.5 $29,891 - $34,678	-1,137 Reduced 1.92%	58,132 $1.65 Million
Q3 2022 Oct 26, 2022	SELL	$25.74 - $31.54 $10,141 - $12,426	-394 Reduced 0.66%	59,269 $1.53 Million
Q2 2022 Aug 03, 2022	SELL	$27.57 - $32.14 $61,922 - $72,186	-2,246 Reduced 3.63%	59,663 $1.68 Million
Q1 2022 May 04, 2022	SELL	$30.79 - $33.49 $38,025 - $41,360	-1,235 Reduced 1.96%	61,909 $1.97 Million
Q4 2021 Feb 14, 2022	SELL	$30.94 - $33.79 $82,702 - $90,320	-2,673 Reduced 4.06%	63,144 $2.08 Million
Q3 2021 Nov 04, 2021	SELL	$30.22 - $32.27 $35,357 - $37,755	-1,170 Reduced 1.75%	65,817 $2.03 Million
Q2 2021 Aug 04, 2021	SELL	$31.27 - $33.51 $135,649 - $145,366	-4,338 Reduced 6.08%	66,987 $2.14 Million
Q1 2021 Apr 29, 2021	BUY	$26.31 - $32.55 $100,346 - $124,145	3,814 Added 5.65%	71,325 $2.22 Million
Q4 2020 Feb 11, 2021	BUY	$21.26 - $26.81 $96,392 - $121,556	4,534 Added 7.2%	67,511 $1.8 Million
Q3 2020 Feb 11, 2021	BUY	$20.09 - $23.24 $215,525 - $249,318	10,728 Added 20.53%	62,977 $1.33 Million
Q2 2020 Feb 11, 2021	BUY	$16.54 - $23.54 $386,060 - $549,447	23,341 Added 80.74%	52,249 $1.11 Million
Q1 2020 Feb 11, 2021	BUY	$15.92 - $28.87 $460,215 - $834,573	28,908 New	28,908 $521,000

Others Institutions Holding DES

# of Institutions

360

Shares Held

31.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History