Powers Advisory Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Powers Advisory Group, LLC

$200 Million
Q3 2024

A detailed history of Powers Advisory Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Powers Advisory Group, LLC holds 48,786 shares of DES stock, worth $1.75 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

48,786

Previous 48,443 0.71%

Holding current value

$1.75 Million

Previous $1.51 Million 11.54%

% of portfolio

0.84%

Previous 0.82%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$30.61 - $34.92 $10,499 - $11,977	343 Added 0.71%	48,786 $1.68 Million
Q2 2024 Jul 24, 2024	SELL	$30.34 - $32.53 $12,378 - $13,272	-408 Reduced 0.84%	48,443 $1.51 Million
Q1 2024 Apr 19, 2024	BUY	$30.25 - $32.68 $15,820 - $17,091	523 Added 1.08%	48,851 $1.6 Million
Q4 2023 Jan 17, 2024	BUY	$26.55 - $32.72 $60,719 - $74,830	2,287 Added 4.97%	48,328 $1.55 Million
Q3 2023 Oct 18, 2023	SELL	$27.79 - $30.65 $43,269 - $47,722	-1,557 Reduced 3.27%	46,041 $1.3 Million
Q2 2023 Jul 20, 2023	BUY	$26.6 - $29.16 $54,104 - $59,311	2,034 Added 4.46%	47,598 $1.37 Million
Q1 2023 Apr 13, 2023	BUY	$27.3 - $32.13 $76,303 - $89,803	2,795 Added 6.54%	45,564 $1.3 Million
Q4 2022 Jan 20, 2023	BUY	$26.29 - $30.5 $20,585 - $23,881	783 Added 1.86%	42,769 $0
Q3 2022 Oct 14, 2022	BUY	$25.74 - $31.54 $21,132 - $25,894	821 Added 1.99%	41,986 $1.08 Million
Q2 2022 Jul 19, 2022	BUY	$27.57 - $32.14 $59,413 - $69,261	2,155 Added 5.52%	41,165 $1.16 Million
Q1 2022 May 11, 2022	BUY	$30.79 - $33.49 $22,014 - $23,945	715 Added 1.87%	39,010 $1.24 Million
Q4 2021 May 06, 2022	BUY	$30.94 - $33.79 $1.18 Million - $1.29 Million	38,295 New	38,295 $1.26 Million

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Powers Advisory Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History