Ifp Advisors, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ifp Advisors, Inc holds 201,562 shares of DES stock, worth $6.62 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

201,562

Previous 190,335 5.9%

Holding current value

$6.62 Million

Previous $6.56 Million 5.47%

% of portfolio

0.24%

Previous 0.25%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$33.7 - $37.69 $378,349 - $423,145	11,227 Added 5.9%	201,562 $6.92 Million
Q3 2024 Feb 04, 2025	BUY	$30.61 - $34.92 $5.13 Million - $5.85 Million	167,434 Added 731.12%	190,335 $6.56 Million
Q2 2024 Jul 30, 2024	SELL	$30.34 - $32.53 $72,178 - $77,388	-2,379 Reduced 9.41%	22,901 $713,000
Q1 2024 Jul 30, 2024	SELL	$30.25 - $32.68 $39,567 - $42,745	-1,308 Reduced 4.92%	25,280 $826,000
Q4 2023 Jan 09, 2024	SELL	$26.55 - $32.72 $58,967 - $72,671	-2,221 Reduced 7.71%	26,588 $855,000
Q3 2023 Oct 12, 2023	SELL	$27.79 - $30.65 $27,873 - $30,741	-1,003 Reduced 3.36%	28,809 $812,000
Q2 2023 Aug 04, 2023	SELL	$26.6 - $29.16 $40,511 - $44,410	-1,523 Reduced 4.86%	29,812 $858,000
Q1 2023 Apr 18, 2023	SELL	$27.3 - $32.13 $81,845 - $96,325	-2,998 Reduced 8.73%	31,335 $894,000
Q4 2022 Feb 07, 2023	SELL	$26.29 - $30.5 $422,243 - $489,860	-16,061 Reduced 31.87%	34,333 $1.01 Million
Q3 2022 Nov 08, 2022	BUY	$25.74 - $31.54 $55,083 - $67,495	2,140 Added 4.43%	50,394 $1.48 Million
Q2 2022 Sep 06, 2022	BUY	$27.57 - $32.14 $1.32 Million - $1.54 Million	47,960 Added 16312.93%	48,254 $1.42 Million
Q2 2022 Aug 12, 2022	SELL	$27.57 - $32.14 $1.32 Million - $1.54 Million	-47,960 Reduced 99.39%	294 $9,000
Q1 2022 Sep 06, 2022	SELL	$30.79 - $33.49 $192,252 - $209,111	-6,244 Reduced 11.46%	48,254 $0
Q1 2022 Aug 08, 2022	SELL	$30.79 - $33.49 $78,945 - $85,868	-2,564 Reduced 4.49%	54,498 $0
Q4 2021 Jan 12, 2022	SELL	$30.94 - $33.79 $14,727 - $16,084	-476 Reduced 0.83%	57,062 $1.88 Million
Q3 2021 Oct 06, 2021	SELL	$30.22 - $32.27 $12,480 - $13,327	-413 Reduced 0.71%	57,538 $1.78 Million
Q2 2021 Jul 13, 2021	BUY	$31.27 - $33.51 $343 - $368	11 Added 0.02%	57,951 $1.85 Million
Q1 2021 Apr 30, 2021	SELL	$26.31 - $32.55 $1.76 Million - $2.17 Million	-66,798 Reduced 53.55%	57,940 $1.81 Million
Q4 2020 Jan 25, 2021	SELL	$21.26 - $26.81 $507,263 - $639,686	-23,860 Reduced 16.06%	124,738 $3.32 Million
Q3 2020 Oct 29, 2020	SELL	$20.09 - $23.24 $411,865 - $476,443	-20,501 Reduced 12.12%	148,598 $3.13 Million
Q2 2020 Aug 05, 2020	SELL	$16.54 - $23.54 $145,237 - $206,704	-8,781 Reduced 4.94%	169,099 $3.55 Million
Q1 2020 May 12, 2020	BUY	$15.92 - $28.87 $429,617 - $779,085	26,986 Added 17.88%	177,880 $3.3 Million
Q4 2019 Jan 17, 2020	SELL	$26.28 - $28.79 $33,796 - $37,023	-1,286 Reduced 0.85%	150,894 $4.31 Million
Q3 2019 Nov 07, 2019	BUY	$26.76 - $27.89 $2.37 Million - $2.47 Million	88,494 Added 138.95%	152,180 $4.16 Million
Q1 2019 May 15, 2019	BUY	N/A	15,163 Added 31.25%	63,686 $1.75 Million
Q4 2018 Jan 23, 2019	BUY	N/A	9,484 Added 24.29%	48,523 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-180 Reduced 0.46%	39,039 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-5,755 Reduced 12.8%	39,219 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-2,027 Reduced 4.31%	44,974 $1.31 Million
Q1 2018 May 09, 2018	BUY	N/A	2,027 Added 4.51%	47,001 $0
Q4 2017 Jan 24, 2018	BUY	N/A	30,070 Added 201.76%	44,974 $0
Q3 2017 Oct 30, 2017	BUY	N/A	9,882 Added 196.77%	14,904 $1.25 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-1,492 Reduced 22.9%	5,022 $404,000
Q1 2017 Jun 03, 2019	BUY	N/A	1,472 Added 29.19%	6,514 $525,000
Q4 2016 Jun 03, 2019	BUY	N/A	246 Added 5.13%	5,042 $417,000
Q2 2016 Jun 03, 2019	SELL	N/A	-58,890 Reduced 92.47%	4,796 $344,000
Q1 2016 Jun 03, 2019	BUY	N/A	63,686	63,686 $1.75 Million

Others Institutions Holding DES

# of Institutions

363

Shares Held

31.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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