A detailed history of Principal Securities, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Principal Securities, Inc. holds 27,138 shares of DES stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,138
Previous 26,113 3.93%
Holding current value
$1.01 Million
Previous $813 Million 15.07%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024

BUY
$30.61 - $34.92 $31,375 - $35,793
1,025 Added 3.93%
27,138 $936 Million
Q2 2024

Jul 31, 2024

SELL
$30.34 - $32.53 $30,613 - $32,822
-1,009 Reduced 3.72%
26,113 $813 Million
Q1 2024

May 10, 2024

SELL
$30.25 - $32.68 $80,555 - $87,026
-2,663 Reduced 8.94%
27,122 $886 Million
Q4 2023

Feb 07, 2024

BUY
$26.55 - $32.72 $790,791 - $974,565
29,785 New
29,785 $958 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 Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. 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 Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.