Investment Partners Asset Management, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Investment Partners Asset Management, Inc.

$144 Billion
Q2 2025

A detailed history of Investment Partners Asset Management, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 17,213 shares of DES stock, worth $586,446. This represents 0.38% of its overall portfolio holdings.

Number of Shares

17,213

Previous 17,098 0.67%

Holding current value

$586,446

Previous $546 Million 0.04%

% of portfolio

0.38%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$28.02 - $32.37 $3,222 - $3,722	115 Added 0.67%	17,213 $547 Million
Q1 2025 Apr 15, 2025	BUY	$31.63 - $35.22 $34,192 - $38,072	1,081 Added 6.75%	17,098 $546 Million
Q4 2024 Jan 29, 2025	BUY	$33.7 - $37.69 $2,359 - $2,638	70 Added 0.44%	16,017 $550 Million
Q3 2024 Oct 24, 2024	SELL	$30.61 - $34.92 $41,996 - $47,910	-1,372 Reduced 7.92%	15,947 $550 Million
Q2 2024 Jul 08, 2024	SELL	$30.34 - $32.53 $4,338 - $4,651	-143 Reduced 0.82%	17,319 $539 Million
Q1 2024 Apr 15, 2024	SELL	$30.25 - $32.68 $2,571 - $2,777	-85 Reduced 0.48%	17,462 $571 Million
Q4 2023 Jan 25, 2024	BUY	$26.55 - $32.72 $465,872 - $574,137	17,547 New	17,547 $564 Million

Others Institutions Holding DES

# of Institutions

377

Shares Held

31.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Investment Partners Asset Management, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History