Ifg Advisory, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Ifg Advisory, LLC

$1.91 Billion
Q2 2025

A detailed history of Ifg Advisory, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ifg Advisory, LLC holds 28,420 shares of DES stock, worth $960,880. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,420

Previous 27,846 2.06%

Holding current value

$960,880

Previous $889,000 1.46%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$28.02 - $32.37 $16,083 - $18,580	574 Added 2.06%	28,420 $902,000
Q3 2024 Oct 30, 2024	SELL	$30.61 - $34.92 $9,948 - $11,349	-325 Reduced 1.15%	27,846 $960,000
Q2 2024 Jul 30, 2024	SELL	$30.34 - $32.53 $19,872 - $21,307	-655 Reduced 2.27%	28,171 $877,000
Q1 2024 May 06, 2024	SELL	$30.25 - $32.68 $11,192 - $12,091	-370 Reduced 1.27%	28,826 $942,000
Q4 2023 Jan 17, 2024	BUY	$26.55 - $32.72 $11,947 - $14,724	450 Added 1.57%	29,196 $939,000
Q3 2023 Nov 13, 2023	SELL	$27.79 - $30.65 $13,895 - $15,325	-500 Reduced 1.71%	28,746 $810,000
Q2 2023 Jul 21, 2023	BUY	$26.6 - $29.16 $10,640 - $11,664	400 Added 1.39%	29,246 $841,000
Q1 2023 Apr 26, 2023	SELL	$27.3 - $32.13 $22,932 - $26,989	-840 Reduced 2.83%	28,846 $823,000
Q3 2022 Oct 28, 2022	BUY	$25.74 - $31.54 $95,752 - $117,328	3,720 Added 14.33%	29,686 $764,000
Q2 2022 Aug 04, 2022	BUY	$27.57 - $32.14 $373,022 - $434,854	13,530 Added 108.8%	25,966 $732,000
Q1 2022 May 04, 2022	BUY	$30.79 - $33.49 $769 - $837	25 Added 0.2%	12,436 $396,000
Q4 2021 Feb 14, 2022	SELL	$30.94 - $33.79 $6,837 - $7,467	-221 Reduced 1.75%	12,411 $407,000
Q3 2021 Oct 12, 2021	BUY	$30.22 - $32.27 $1,450 - $1,548	48 Added 0.38%	12,632 $389,000
Q1 2021 Apr 19, 2021	SELL	$26.31 - $32.55 $14,233 - $17,609	-541 Reduced 4.12%	12,584 $391,000
Q4 2020 Feb 08, 2021	BUY	$21.26 - $26.81 $15,881 - $20,027	747 Added 6.03%	13,125 $349,000
Q3 2020 Nov 02, 2020	BUY	$20.09 - $23.24 $38,894 - $44,992	1,936 Added 18.54%	12,378 $260,000
Q2 2020 Aug 10, 2020	SELL	$16.54 - $23.54 $30,847 - $43,902	-1,865 Reduced 15.15%	10,442 $221,000
Q1 2020 May 11, 2020	SELL	$15.92 - $28.87 $106,934 - $193,919	-6,717 Reduced 35.31%	12,307 $221,000
Q3 2019 Nov 06, 2019	BUY	$26.76 - $27.89 $509,082 - $530,579	19,024 New	19,024 $520,000

Others Institutions Holding DES

# of Institutions

377

Shares Held

31M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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