Jfs Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 131 shares of DES stock, worth $4,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Previous 130 0.77%
Holding current value
$4,429
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$28.02 - $32.37 $28 - $32
1 Added 0.77%
131 $4,000
Q4 2024

Jan 30, 2025
BUY
$33.7 - $37.69 $33 - $37
1 Added 0.78%
130 $4,000
Q3 2024

Oct 25, 2024
BUY
$30.61 - $34.92 $30 - $34
1 Added 0.78%
129 $4,000
Q2 2024

Jul 15, 2024
BUY
$30.34 - $32.53 $30 - $32
1 Added 0.79%
128 $3,000
Q1 2024

Apr 30, 2024
BUY
$30.25 - $32.68 $30 - $32
1 Added 0.79%
127 $4,000
Q4 2023

Feb 07, 2024
BUY
$26.55 - $32.72 $26 - $32
1 Added 0.8%
126 $4,000
Q3 2023

Nov 02, 2023
BUY
$27.79 - $30.65 $27 - $30
1 Added 0.81%
125 $3,000
Q2 2023

Aug 07, 2023
BUY
$26.6 - $29.16 $26 - $29
1 Added 0.81%
124 $3,000
Q1 2023

Apr 19, 2023
BUY
$27.3 - $32.13 $27 - $32
1 Added 0.82%
123 $3,000
Q4 2022

Feb 13, 2023
BUY
$26.29 - $30.5 $26 - $30
1 Added 0.83%
122 $3,000
Q3 2022

Oct 21, 2022
BUY
$25.74 - $31.54 $25 - $31
1 Added 0.83%
121 $3,000
Q2 2022

Aug 02, 2022
BUY
$27.57 - $32.14 $27 - $32
1 Added 0.84%
120 $3,000
Q1 2022

May 02, 2022
BUY
$30.79 - $33.49 $3,664 - $3,985
119 New
119 $4,000

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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