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

Ifg Advisory, LLC

$1.32 Billion
Q1 2024

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 28,826 shares of DES stock, worth $893,606. This represents 0.07% of its overall portfolio holdings.

Number of Shares

28,826

Previous 29,196 1.27%

Holding current value

$893,606

Previous $939,000 0.32%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	3,720 Added 14.33%	29,686 $764,000
Q2 2022 Aug 04, 2022	BUY	N/A	13,530 Added 108.8%	25,966 $732,000
Q1 2022 May 04, 2022	BUY	N/A	25 Added 0.2%	12,436 $396,000
Q4 2021 Feb 14, 2022	SELL	N/A	-221 Reduced 1.75%	12,411 $407,000
Q3 2021 Oct 12, 2021	BUY	N/A	48 Added 0.38%	12,632 $389,000
Q1 2021 Apr 19, 2021	SELL	N/A	-541 Reduced 4.12%	12,584 $391,000
Q4 2020 Feb 08, 2021	BUY	N/A	747 Added 6.03%	13,125 $349,000
Q3 2020 Nov 02, 2020	BUY	N/A	1,936 Added 18.54%	12,378 $260,000
Q2 2020 Aug 10, 2020	SELL	N/A	-1,865 Reduced 15.15%	10,442 $221,000
Q1 2020 May 11, 2020	SELL	N/A	-6,717 Reduced 35.31%	12,307 $221,000
Q3 2019 Nov 06, 2019	BUY	N/A	19,024 New	19,024 $520,000

Others Institutions Holding DES

# of Institutions

344

Shares Held

29.7M

Call Options Held

50.7K

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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