Moller Financial Services Wisdomtree Tr U.S. Smallcap Di Transaction History

Moller Financial Services

  • $380 Million
  • Q4 2024

A detailed history of Moller Financial Services transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Moller Financial Services holds 9,086 shares of DES stock, worth $313,648. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,086
Previous 10,288 11.68%
Holding current value
$313,648
Previous $354,000 11.86%
% of portfolio
0.08%
Previous 0.09%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
SELL
$33.7 - $37.69 $40,507 - $45,303
-1,202 Reduced 11.68%
9,086 $312,000
Q3 2024

Oct 09, 2024
SELL
$30.61 - $34.92 $33,364 - $38,062
-1,090 Reduced 9.58%
10,288 $354,000
Q1 2024

Apr 11, 2024
SELL
$30.25 - $32.68 $13,733 - $14,836
-454 Reduced 3.84%
11,378 $371,000
Q4 2023

Jan 10, 2024
BUY
$26.55 - $32.72 $28,249 - $34,814
1,064 Added 9.88%
11,832 $380,000
Q3 2023

Oct 16, 2023
SELL
$27.79 - $30.65 $3,307 - $3,647
-119 Reduced 1.09%
10,768 $303,000
Q2 2023

Jul 17, 2023
BUY
$26.6 - $29.16 $99,643 - $109,233
3,746 Added 52.46%
10,887 $313,000
Q1 2023

Apr 17, 2023
BUY
$27.3 - $32.13 $194,949 - $229,440
7,141 New
7,141 $203,000
Q2 2022

Jul 21, 2022
SELL
$27.57 - $32.14 $187,917 - $219,066
-6,816 Closed
0 $0
Q1 2021

Apr 19, 2021
SELL
$26.31 - $32.55 $45,226 - $55,953
-1,719 Reduced 20.14%
6,816 $212,000
Q4 2020

Jan 11, 2021
SELL
$21.26 - $26.81 $39,501 - $49,812
-1,858 Reduced 17.88%
8,535 $227,000
Q3 2020

Oct 19, 2020
SELL
$20.09 - $23.24 $2,270 - $2,626
-113 Reduced 1.08%
10,393 $219,000
Q2 2020

Jul 20, 2020
SELL
$16.54 - $23.54 $354,567 - $504,626
-21,437 Reduced 67.11%
10,506 $223,000
Q1 2020

Apr 20, 2020
SELL
$15.92 - $28.87 $48,747 - $88,399
-3,062 Reduced 8.75%
31,943 $576,000
Q4 2019

Jan 13, 2020
BUY
$26.28 - $28.79 $75,817 - $83,059
2,885 Added 8.98%
35,005 $1 Million
Q1 2019

Apr 16, 2019
SELL
N/A
-357 Reduced 1.1%
32,120 $885,000
Q4 2018

Jan 16, 2019
BUY
N/A
22,084 Added 212.49%
32,477 $857,000
Q2 2018

Aug 02, 2018
SELL
N/A
-1,133 Reduced 9.83%
10,393 $308,000
Q1 2018

Apr 25, 2018
SELL
N/A
-9,876 Reduced 46.15%
11,526 $316,000
Q4 2017

Jan 19, 2018
BUY
N/A
14,268 Added 200.0%
21,402 $622,000
Q3 2017

Oct 26, 2017
BUY
N/A
7,134
7,134 $0

Others Institutions Holding DES

# of Institutions
352
Shares Held
29.5M
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
Track This Portfolio

Track Moller Financial Services Portfolio

Follow Moller Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email