A detailed history of Pfg Investments, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Pfg Investments, LLC holds 10,503 shares of DES stock, worth $361,198. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,503
Previous 10,049 4.52%
Holding current value
$361,198
Previous $313 Million 15.72%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$30.61 - $34.92 $13,896 - $15,853
454 Added 4.52%
10,503 $362 Million
Q2 2024

Aug 06, 2024

BUY
$30.34 - $32.53 $2,336 - $2,504
77 Added 0.77%
10,049 $313 Million
Q1 2024

Apr 22, 2024

BUY
$30.25 - $32.68 $1,210 - $1,307
40 Added 0.4%
9,972 $326 Million
Q4 2023

Jan 17, 2024

SELL
$26.55 - $32.72 $929 - $1,145
-35 Reduced 0.35%
9,932 $320 Million
Q3 2023

Nov 06, 2023

BUY
$27.79 - $30.65 $1,750 - $1,930
63 Added 0.64%
9,967 $281 Million
Q2 2023

Aug 03, 2023

BUY
$26.6 - $29.16 $42,905 - $47,035
1,613 Added 19.45%
9,904 $285 Million
Q1 2023

May 11, 2023

BUY
$27.3 - $32.13 $226,344 - $266,389
8,291 New
8,291 $237 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Pfg Investments, LLC Portfolio

Follow Pfg Investments, LLC 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 Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.