Jnba Financial Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Jnba Financial Advisors

  • $1.03 Billion
  • Q2 2025

A detailed history of Jnba Financial Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jnba Financial Advisors holds 54,414 shares of DES stock, worth $1.84 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
54,414
Previous 54,414 -0.0%
Holding current value
$1.84 Million
Previous $1.74 Million 0.63%
% of portfolio
0.17%
Previous 0.18%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$31.63 - $35.22 $87,235 - $97,136
-2,758 Reduced 4.82%
54,414 $1.74 Million
Q4 2024

Jan 30, 2025
SELL
$33.7 - $37.69 $38,586 - $43,155
-1,145 Reduced 1.96%
57,172 $1.96 Million
Q3 2024

Oct 30, 2024
SELL
$30.61 - $34.92 $45,455 - $51,856
-1,485 Reduced 2.48%
58,317 $2.01 Million
Q2 2024

Jul 22, 2024
SELL
$30.34 - $32.53 $229,977 - $246,577
-7,580 Reduced 11.25%
59,802 $1.86 Million
Q1 2024

Apr 26, 2024
SELL
$30.25 - $32.68 $501,877 - $542,193
-16,591 Reduced 19.76%
67,382 $2.2 Million
Q4 2023

Feb 07, 2024
SELL
$26.55 - $32.72 $414,843 - $511,250
-15,625 Reduced 15.69%
83,973 $2.7 Million
Q3 2023

Nov 02, 2023
SELL
$27.79 - $30.65 $1.16 Million - $1.28 Million
-41,754 Reduced 29.54%
99,598 $2.81 Million
Q2 2023

Aug 03, 2023
SELL
$26.6 - $29.16 $189,950 - $208,231
-7,141 Reduced 4.81%
141,352 $4.07 Million
Q1 2023

May 01, 2023
SELL
$27.3 - $32.13 $632,076 - $743,905
-23,153 Reduced 13.49%
148,493 $4.24 Million
Q4 2022

Feb 06, 2023
SELL
$26.29 - $30.5 $43,194 - $50,111
-1,643 Reduced 0.95%
171,646 $4.88 Million
Q3 2022

Nov 07, 2022
SELL
$25.74 - $31.54 $79,742 - $97,710
-3,098 Reduced 1.76%
173,289 $4.46 Million
Q2 2022

Jul 22, 2022
SELL
$27.57 - $32.14 $43,395 - $50,588
-1,574 Reduced 0.88%
176,387 $4.98 Million
Q1 2022

Apr 29, 2022
SELL
$30.79 - $33.49 $2.2 Million - $2.4 Million
-71,519 Reduced 28.67%
177,961 $5.67 Million
Q4 2021

Feb 03, 2022
SELL
$30.94 - $33.79 $991,905 - $1.08 Million
-32,059 Reduced 11.39%
249,480 $8.2 Million
Q3 2021

Nov 10, 2021
SELL
$30.22 - $32.27 $2.81 Million - $3 Million
-92,936 Reduced 24.82%
281,539 $8.68 Million
Q2 2021

Aug 04, 2021
BUY
$31.27 - $33.51 $224,112 - $240,166
7,167 Added 1.95%
374,475 $11.9 Million
Q1 2021

May 03, 2021
BUY
$26.31 - $32.55 $1.09 Million - $1.35 Million
41,364 Added 12.69%
367,308 $11.4 Million
Q4 2020

Jan 25, 2021
BUY
$21.26 - $26.81 $3.12 Million - $3.94 Million
146,811 Added 81.96%
325,944 $8.67 Million
Q3 2020

Nov 05, 2020
BUY
$20.09 - $23.24 $48,256 - $55,822
2,402 Added 1.36%
179,133 $3.78 Million
Q2 2020

Jul 24, 2020
BUY
$16.54 - $23.54 $578,618 - $823,499
34,983 Added 24.68%
176,731 $3.74 Million
Q1 2020

May 01, 2020
BUY
$15.92 - $28.87 $1.49 Million - $2.71 Million
93,825 Added 195.78%
141,748 $2.55 Million
Q4 2019

Feb 10, 2020
BUY
$26.28 - $28.79 $432,752 - $474,084
16,467 Added 52.35%
47,923 $1.37 Million
Q3 2019

Nov 01, 2019
BUY
$26.76 - $27.89 $244,077 - $254,384
9,121 Added 40.84%
31,456 $861,000
Q2 2019

Jul 26, 2019
BUY
N/A
2,668 Added 13.57%
22,335 $606,000
Q1 2019

May 01, 2019
SELL
N/A
-560 Reduced 2.77%
19,667 $542,000
Q4 2018

Feb 07, 2019
BUY
N/A
20,227 New
20,227 $496,000
Q3 2018

Nov 01, 2018
SELL
N/A
-17,567 Closed
0 $0
Q2 2018

Jul 17, 2018
BUY
N/A
908 Added 5.45%
17,567 $521,000
Q1 2018

May 07, 2018
BUY
N/A
260 Added 1.59%
16,659 $16.7 Million
Q4 2017

Jan 31, 2018
BUY
N/A
11,023 Added 205.04%
16,399 $476,000
Q3 2017

Nov 13, 2017
SELL
N/A
-1,548 Reduced 22.36%
5,376 $452,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,924
6,924 $557,000

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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