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

Ifg Advisory, LLC

$2.09 Billion
Q3 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 28,155 shares of DES stock, worth $922,357. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,155

Previous 28,420 0.93%

Holding current value

$922,357

Previous $902,000 5.1%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$31.31 - $34.54 $8,297 - $9,153	-265 Reduced 0.93%	28,155 $948,000
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

382

Shares Held

30.9M

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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Account