Sc&H Financial Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Sc&H Financial Advisors, Inc.

$447 Million
Q3 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 45,675 shares of DES stock, worth $1.65 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

45,675

Previous 45,561 0.25%

Holding current value

$1.65 Million

Previous $1.42 Million 10.99%

% of portfolio

0.35%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$30.61 - $34.92 $3,489 - $3,980	114 Added 0.25%	45,675 $1.58 Million
Q2 2024 Aug 01, 2024	BUY	$30.34 - $32.53 $4,217 - $4,521	139 Added 0.31%	45,561 $1.42 Million
Q1 2024 May 02, 2024	BUY	$30.25 - $32.68 $2,208 - $2,385	73 Added 0.16%	45,422 $1.48 Million
Q4 2023 Feb 01, 2024	SELL	$26.55 - $32.72 $462,660 - $570,178	-17,426 Reduced 27.76%	45,349 $1.46 Million
Q3 2023 Oct 30, 2023	BUY	$27.79 - $30.65 $3,195 - $3,524	115 Added 0.18%	62,775 $1.77 Million
Q2 2023 Aug 07, 2023	BUY	$26.6 - $29.16 $3,165 - $3,470	119 Added 0.19%	62,660 $1.8 Million
Q1 2023 May 12, 2023	BUY	$27.3 - $32.13 $109 - $128	4 Added 0.01%	62,541 $1.79 Million
Q4 2022 Feb 10, 2023	SELL	$26.29 - $30.5 $87,493 - $101,504	-3,328 Reduced 5.05%	62,537 $1.78 Million
Q4 2021 Feb 10, 2022	BUY	$30.94 - $33.79 $2.04 Million - $2.23 Million	65,865 New	65,865 $2.16 Million

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Sc&H Financial Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History