Resources Investment Advisors, Llc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Resources Investment Advisors, Llc.

$8.93 Billion
Q3 2025

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$33.7 - $37.69 $57,256 - $64,035	-1,699 Reduced 14.37%	10,124 $347,000
Q3 2024 Nov 06, 2024	SELL	$30.61 - $34.92 $673 - $768	-22 Reduced 0.19%	11,823 $407,000
Q2 2024 Aug 02, 2024	SELL	$30.34 - $32.53 $37,500 - $40,207	-1,236 Reduced 9.45%	11,845 $368,000
Q1 2024 May 10, 2024	SELL	$30.25 - $32.68 $356,859 - $385,525	-11,797 Reduced 47.42%	13,081 $427,000
Q4 2023 Feb 13, 2024	BUY	$26.55 - $32.72 $325,529 - $401,179	12,261 Added 97.18%	24,878 $800,000
Q3 2023 Nov 14, 2023	BUY	$27.79 - $30.65 $37,349 - $41,193	1,344 Added 11.92%	12,617 $355,000
Q2 2023 Aug 07, 2023	SELL	$26.6 - $29.16 $2,021 - $2,216	-76 Reduced 0.67%	11,273 $324,000
Q1 2023 May 10, 2023	SELL	$27.3 - $32.13 $6,197 - $7,293	-227 Reduced 1.96%	11,349 $324,000
Q4 2022 Feb 02, 2023	BUY	$26.29 - $30.5 $47,795 - $55,449	1,818 Added 18.63%	11,576 $329,000
Q3 2022 Nov 08, 2022	BUY	$25.74 - $31.54 $1,184 - $1,450	46 Added 0.47%	9,758 $251,000
Q2 2022 Aug 08, 2022	BUY	$27.57 - $32.14 $6,368 - $7,424	231 Added 2.44%	9,712 $274,000
Q1 2022 May 05, 2022	SELL	$30.79 - $33.49 $3,109 - $3,382	-101 Reduced 1.05%	9,481 $302,000
Q4 2021 Feb 23, 2022	SELL	$30.94 - $33.79 $93,779 - $102,417	-3,031 Reduced 24.03%	9,582 $315,000
Q3 2021 Nov 05, 2021	SELL	$30.22 - $32.27 $483 - $516	-16 Reduced 0.13%	12,613 $0
Q2 2021 Aug 09, 2021	BUY	$31.27 - $33.51 $6,941 - $7,439	222 Added 1.79%	12,629 $0
Q1 2021 May 10, 2021	SELL	$26.31 - $32.55 $40,122 - $49,638	-1,525 Reduced 10.95%	12,407 $0
Q4 2020 Feb 08, 2021	SELL	$21.26 - $26.81 $99,560 - $125,551	-4,683 Reduced 25.16%	13,932 $0
Q3 2020 Oct 09, 2020	BUY	$20.09 - $23.24 $6,629 - $7,669	330 Added 1.8%	18,615 $0
Q2 2020 Aug 14, 2020	BUY	$16.54 - $23.54 $127,606 - $181,611	7,715 Added 72.99%	18,285 $0
Q1 2020 May 14, 2020	BUY	$15.92 - $28.87 $50,052 - $90,767	3,144 Added 42.34%	10,570 $0
Q4 2019 Feb 07, 2020	BUY	$26.28 - $28.79 $195,155 - $213,794	7,426 New	7,426 $0

Others Institutions Holding DES

# of Institutions

382

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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