Mc Namara Financial Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Mc Namara Financial Services, Inc.

$423 Million
Q4 2024

A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 9,057 shares of DES stock, worth $313,100. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,057

Previous 12,010 24.59%

Holding current value

$313,100

Previous $414,000 24.88%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$33.7 - $37.69 $99,516 - $111,298	-2,953 Reduced 24.59%	9,057 $311,000
Q3 2024 Oct 10, 2024	SELL	$30.61 - $34.92 $12,672 - $14,456	-414 Reduced 3.33%	12,010 $414,000
Q2 2024 Aug 01, 2024	BUY	$30.34 - $32.53 $16,049 - $17,208	529 Added 4.45%	12,424 $387,000
Q1 2024 Apr 15, 2024	SELL	$30.25 - $32.68 $52,998 - $57,255	-1,752 Reduced 12.84%	11,895 $388,000
Q4 2023 Jan 29, 2024	BUY	$26.55 - $32.72 $2,655 - $3,272	100 Added 0.74%	13,647 $439,000
Q3 2023 Oct 10, 2023	BUY	$27.79 - $30.65 $166 - $183	6 Added 0.04%	13,547 $382,000
Q2 2023 Jul 20, 2023	BUY	$26.6 - $29.16 $17,662 - $19,362	664 Added 5.16%	13,541 $389,000
Q1 2023 Apr 10, 2023	SELL	$27.3 - $32.13 $70,570 - $83,056	-2,585 Reduced 16.72%	12,877 $367,000
Q4 2022 Jan 19, 2023	BUY	$26.29 - $30.5 $11,173 - $12,962	425 Added 2.83%	15,462 $0
Q3 2022 Oct 28, 2022	BUY	$25.74 - $31.54 $51,943 - $63,647	2,018 Added 15.5%	15,037 $387,000
Q2 2022 Jul 13, 2022	BUY	$27.57 - $32.14 $40,665 - $47,406	1,475 Added 12.78%	13,019 $367,000
Q1 2022 May 02, 2022	BUY	$30.79 - $33.49 $39,873 - $43,369	1,295 Added 12.64%	11,544 $368,000
Q4 2021 Jan 24, 2022	BUY	$30.94 - $33.79 $41,521 - $45,346	1,342 Added 15.07%	10,249 $337,000
Q3 2021 Oct 22, 2021	BUY	$30.22 - $32.27 $42,428 - $45,307	1,404 Added 18.71%	8,907 $275,000
Q2 2021 Aug 04, 2021	BUY	$31.27 - $33.51 $234,618 - $251,425	7,503 New	7,503 $239,000

Others Institutions Holding DES

# of Institutions

354

Shares Held

29.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Mc Namara Financial Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History