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

Powers Advisory Group, LLC

$208 Million
Q1 2025

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 47,939 shares of DES stock, worth $1.45 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

47,939

Previous 49,001 2.17%

Holding current value

$1.45 Million

Previous $1.68 Million 9.09%

% of portfolio

0.73%

Previous 0.85%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$31.63 - $35.22 $33,591 - $37,403	-1,062 Reduced 2.17%	47,939 $1.53 Million
Q4 2024 Jan 23, 2025	BUY	$33.7 - $37.69 $7,245 - $8,103	215 Added 0.44%	49,001 $1.68 Million
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

364

Shares Held

31.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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