Iht Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,913 shares of DES stock, worth $708,228. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,913

Previous 33,149 33.9%

Holding current value

$708,228

Previous $1.06 Million 34.37%

% of portfolio

0.02%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$28.02 - $32.37 $314,832 - $363,709	-11,236 Reduced 33.9%	21,913 $695,000
Q1 2025 May 15, 2025	SELL	$31.63 - $35.22 $1,961 - $2,183	-62 Reduced 0.19%	33,149 $1.06 Million
Q4 2024 Feb 14, 2025	BUY	$33.7 - $37.69 $113,939 - $127,429	3,381 Added 11.33%	33,211 $1.14 Million
Q3 2024 Nov 14, 2024	BUY	$30.61 - $34.92 $1,438 - $1,641	47 Added 0.16%	29,830 $1.03 Million
Q2 2024 Aug 14, 2024	BUY	$30.34 - $32.53 $2,063 - $2,212	68 Added 0.23%	29,783 $927,000
Q1 2024 May 15, 2024	SELL	$30.25 - $32.68 $7.1 Million - $7.67 Million	-234,551 Reduced 88.76%	29,715 $971,000
Q4 2023 Feb 14, 2024	SELL	$26.55 - $32.72 $863,857 - $1.06 Million	-32,537 Reduced 10.96%	264,266 $8.5 Million
Q3 2023 Nov 14, 2023	BUY	$27.79 - $30.65 $6.79 Million - $7.49 Million	244,306 Added 465.37%	296,803 $8.37 Million
Q2 2023 Aug 14, 2023	SELL	$26.6 - $29.16 $232,723 - $255,120	-8,749 Reduced 14.29%	52,497 $1.51 Million
Q1 2023 May 15, 2023	BUY	$27.3 - $32.13 $6,988 - $8,225	256 Added 0.42%	61,246 $1.75 Million
Q4 2022 Feb 14, 2023	BUY	$26.29 - $30.5 $28,813 - $33,428	1,096 Added 1.83%	60,990 $1.73 Million
Q3 2022 Nov 22, 2022	SELL	$25.74 - $31.54 $26,743 - $32,770	-1,039 Reduced 1.71%	59,894 $1.54 Million
Q2 2022 Aug 15, 2022	BUY	$27.57 - $32.14 $120,453 - $140,419	4,369 Added 7.72%	60,933 $1.72 Million
Q1 2022 May 16, 2022	BUY	$30.79 - $33.49 $326,651 - $355,295	10,609 Added 23.09%	56,564 $1.8 Million
Q4 2021 Feb 14, 2022	SELL	$30.94 - $33.79 $6,249 - $6,825	-202 Reduced 0.44%	45,955 $1.51 Million
Q3 2021 Nov 15, 2021	SELL	$30.22 - $32.27 $94,044 - $100,424	-3,112 Reduced 6.32%	46,157 $1.42 Million
Q2 2021 Aug 16, 2021	SELL	$31.27 - $33.51 $61,383 - $65,780	-1,963 Reduced 3.83%	49,269 $1.57 Million
Q1 2021 May 18, 2021	SELL	$26.31 - $32.55 $65,932 - $81,570	-2,506 Reduced 4.66%	51,232 $1.6 Million
Q4 2020 Feb 17, 2021	BUY	$21.26 - $26.81 $29,615 - $37,346	1,393 Added 2.66%	53,738 $1.43 Million
Q3 2020 Nov 19, 2020	BUY	$20.09 - $23.24 $102,499 - $118,570	5,102 Added 10.8%	52,345 $1.1 Million
Q2 2020 Aug 14, 2020	BUY	$16.54 - $23.54 $134,106 - $190,862	8,108 Added 20.72%	47,243 $1 Million
Q1 2020 May 13, 2020	SELL	$15.92 - $28.87 $450,599 - $817,136	-28,304 Reduced 41.97%	39,135 $705,000
Q4 2019 Feb 18, 2020	BUY	$26.28 - $28.79 $209,898 - $229,945	7,987 Added 13.43%	67,439 $1.93 Million
Q3 2019 Nov 15, 2019	BUY	$26.76 - $27.89 $118,974 - $123,998	4,446 Added 8.08%	59,452 $1.63 Million
Q2 2019 Aug 12, 2019	BUY	N/A	55,006 New	55,006 $1.49 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-2,025 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	125 Added 6.58%	2,025 $54,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,750 Added 1166.67%	1,900 $55,000
Q3 2017 Nov 14, 2017	BUY	N/A	150	150 $13,000

Others Institutions Holding DES

# of Institutions

378

Shares Held

31.1M

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History