Principle Wealth Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025

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 15,820 shares of DES stock, worth $492,318. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,820
Previous 15,820 -0.0%
Holding current value
$492,318
Previous $543,000 7.0%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$33.7 - $37.69 $45,495 - $50,881
-1,350 Reduced 7.86%
15,820 $543,000
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

# of Institutions
368
Shares Held
30.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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