A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,170 shares of DES stock, worth $590,476. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,170
Previous 17,245 0.43%
Holding current value
$590,476
Previous $537,000 10.24%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

SELL
$30.61 - $34.92 $2,295 - $2,619
-75 Reduced 0.43%
17,170 $592,000
Q2 2024

Aug 13, 2024

SELL
$30.34 - $32.53 $60,528 - $64,897
-1,995 Reduced 10.37%
17,245 $537,000
Q4 2023

Feb 05, 2024

SELL
$26.55 - $32.72 $5,734 - $7,067
-216 Reduced 1.11%
19,240 $618,000
Q2 2023

Jul 31, 2023

BUY
$26.6 - $29.16 $9,310 - $10,206
350 Added 1.83%
19,456 $560,000
Q2 2022

Aug 02, 2022

SELL
$27.57 - $32.14 $42,816 - $49,913
-1,553 Reduced 7.52%
19,106 $539,000
Q1 2022

May 12, 2022

SELL
$30.79 - $33.49 $118,726 - $129,137
-3,856 Reduced 15.73%
20,659 $658,000
Q4 2021

Feb 11, 2022

BUY
$30.94 - $33.79 $76,452 - $83,495
2,471 Added 11.21%
24,515 $806,000
Q3 2021

Nov 16, 2021

BUY
$30.22 - $32.27 $241 - $258
8 Added 0.04%
22,044 $680,000
Q2 2021

Aug 13, 2021

BUY
$31.27 - $33.51 $156 - $167
5 Added 0.02%
22,036 $703,000
Q1 2021

May 18, 2021

BUY
$26.31 - $32.55 $63,196 - $78,185
2,402 Added 12.24%
22,031 $686,000
Q4 2020

Feb 16, 2021

BUY
$21.26 - $26.81 $417,312 - $526,253
19,629 New
19,629 $522,000

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


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

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.