Principal Securities, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Principal Securities, Inc.

$4.47 Trillion
Q1 2025

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 30,732 shares of DES stock, worth $956,379. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,732

Previous 29,966 2.56%

Holding current value

$956,379

Previous $1.03 Billion 2.56%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$31.63 - $35.22 $24,228 - $26,978	766 Added 2.56%	30,732 $1.06 Billion
Q4 2024 Jan 30, 2025	BUY	$33.7 - $37.69 $95,303 - $106,587	2,828 Added 10.42%	29,966 $1.03 Billion
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

# of Institutions

368

Shares Held

30.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Principal Securities, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History