Mather Group, Llc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Mather Group, Llc.

$8.58 Billion
Q1 2025

A detailed history of Mather Group, Llc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Mather Group, Llc. holds 24,137 shares of DES stock, worth $728,696. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,137

Previous 25,124 3.93%

Holding current value

$728,696

Previous $863,000 10.66%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$31.63 - $35.22 $31,218 - $34,762	-987 Reduced 3.93%	24,137 $771,000
Q4 2024 Jan 24, 2025	SELL	$33.7 - $37.69 $15,232 - $17,035	-452 Reduced 1.77%	25,124 $863,000
Q3 2024 Oct 07, 2024	SELL	$30.61 - $34.92 $73,800 - $84,192	-2,411 Reduced 8.61%	25,576 $882,000
Q2 2024 Jul 08, 2024	SELL	$30.34 - $32.53 $40,685 - $43,622	-1,341 Reduced 4.57%	27,987 $871,000
Q1 2024 Apr 08, 2024	BUY	$30.25 - $32.68 $107,720 - $116,373	3,561 Added 13.82%	29,328 $958,000
Q4 2023 Feb 05, 2024	BUY	$26.55 - $32.72 $81,349 - $100,254	3,064 Added 13.5%	25,767 $828,000
Q3 2023 Nov 13, 2023	BUY	$27.79 - $30.65 $301,049 - $332,031	10,833 Added 91.26%	22,703 $640,000
Q2 2023 Aug 08, 2023	SELL	$26.6 - $29.16 $31,733 - $34,787	-1,193 Reduced 9.13%	11,870 $341,000
Q1 2023 May 09, 2023	BUY	$27.3 - $32.13 $356,619 - $419,714	13,063 New	13,063 $373,000

Others Institutions Holding DES

# of Institutions

364

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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