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 $311,922. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,086
Previous 10,288 11.68%
Holding current value
$311,922
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
360
Shares Held
31.5M
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
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