Signature Estate & Investment Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Signature Estate & Investment Advisors LLC

  • $3.94 Billion
  • Q4 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 92,993 shares of DES stock, worth $3.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
92,993
Previous 86,456 7.56%
Holding current value
$3.05 Million
Previous $2.98 Million 7.15%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Feb 11, 2025
BUY
$33.7 - $37.69 $220,296 - $246,379
6,537 Added 7.56%
92,993 $3.19 Million
Q3 2024

Nov 06, 2024
SELL
$30.61 - $34.92 $2.03 Million - $2.31 Million
-66,227 Reduced 43.38%
86,456 $2.98 Million
Q2 2024

Jul 25, 2024
SELL
$30.34 - $32.53 $702,279 - $752,971
-23,147 Reduced 13.16%
152,683 $4.76 Million
Q1 2024

May 10, 2024
BUY
$30.25 - $32.68 $397,394 - $429,317
13,137 Added 8.07%
175,830 $5.75 Million
Q4 2023

Jan 26, 2024
SELL
$26.55 - $32.72 $69,693 - $85,890
-2,625 Reduced 1.59%
162,693 $5.23 Million
Q3 2023

Oct 25, 2023
BUY
$27.79 - $30.65 $186,554 - $205,753
6,713 Added 4.23%
165,318 $4.66 Million
Q2 2023

Jul 19, 2023
BUY
$26.6 - $29.16 $404,985 - $443,961
15,225 Added 10.62%
158,605 $4.57 Million
Q1 2023

May 03, 2023
SELL
$27.3 - $32.13 $44,717 - $52,628
-1,638 Reduced 1.13%
143,380 $4.1 Million
Q4 2022

Jan 11, 2023
BUY
$26.29 - $30.5 $9,779 - $11,346
372 Added 0.26%
145,018 $4.13 Million
Q3 2022

Oct 20, 2022
SELL
$25.74 - $31.54 $28,494 - $34,914
-1,107 Reduced 0.76%
144,646 $3.72 Million
Q2 2022

Jul 13, 2022
BUY
$27.57 - $32.14 $48,109 - $56,084
1,745 Added 1.21%
145,753 $4.11 Million
Q1 2022

Apr 19, 2022
BUY
$30.79 - $33.49 $37,440 - $40,723
1,216 Added 0.85%
144,008 $4.59 Million
Q4 2021

Jan 20, 2022
SELL
$30.94 - $33.79 $8,756 - $9,562
-283 Reduced 0.2%
142,792 $4.69 Million
Q3 2021

Oct 12, 2021
BUY
$30.22 - $32.27 $159,712 - $170,546
5,285 Added 3.84%
143,075 $4.41 Million
Q2 2021

Jul 16, 2021
BUY
$31.27 - $33.51 $62,727 - $67,221
2,006 Added 1.48%
137,790 $4.39 Million
Q1 2021

Apr 15, 2021
SELL
$26.31 - $32.55 $414,856 - $513,248
-15,768 Reduced 10.4%
135,784 $4.23 Million
Q4 2020

Jan 13, 2021
SELL
$21.26 - $26.81 $281,078 - $354,455
-13,221 Reduced 8.02%
151,552 $4.03 Million
Q3 2020

Oct 13, 2020
SELL
$20.09 - $23.24 $134,120 - $155,150
-6,676 Reduced 3.89%
164,773 $3.47 Million
Q2 2020

Jul 21, 2020
SELL
$16.54 - $23.54 $479 - $682
-29 Reduced 0.02%
171,449 $3.63 Million
Q1 2020

May 07, 2020
BUY
$15.92 - $28.87 $38,430 - $69,692
2,414 Added 1.43%
171,478 $3.09 Million
Q4 2019

Oct 09, 2020
BUY
$26.28 - $28.79 $45,963 - $50,353
1,749 Added 1.05%
169,064 $4.85 Million
Q4 2019

Feb 06, 2020
BUY
$26.28 - $28.79 $13,481 - $14,769
513 Added 0.31%
167,315 $0
Q3 2019

Oct 09, 2020
BUY
$26.76 - $27.89 $1,418 - $1,478
53 Added 0.03%
166,802 $4.57 Million
Q3 2019

Oct 31, 2019
BUY
$26.76 - $27.89 $126,119 - $131,445
4,713 Added 2.91%
166,749 $4.56 Million
Q2 2019

Oct 09, 2020
BUY
N/A
117 Added 0.07%
162,036 $4.39 Million
Q2 2019

Aug 01, 2019
BUY
N/A
7,965 Added 5.17%
161,919 $4.39 Million
Q1 2019

Oct 13, 2020
BUY
N/A
104 Added 0.07%
153,954 $4.24 Million
Q1 2019

May 01, 2019
BUY
N/A
5,806 Added 3.92%
153,850 $4.24 Million
Q4 2018

Feb 01, 2019
BUY
N/A
3,477 Added 2.41%
148,044 $3.63 Million
Q3 2018

Oct 18, 2018
SELL
N/A
-2,991 Reduced 2.03%
144,567 $4.3 Million
Q2 2018

Jul 24, 2018
SELL
N/A
-632 Reduced 0.43%
147,558 $4.38 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-934 Reduced 0.63%
148,190 $4.06 Million
Q4 2017

Feb 02, 2018
BUY
N/A
98,172 Added 192.68%
149,124 $4.33 Million
Q3 2017

Nov 07, 2017
BUY
N/A
1,020 Added 2.04%
50,952 $4.28 Million
Q2 2017

Aug 14, 2017
BUY
N/A
49,932
49,932 $4.02 Million

Others Institutions Holding DES

# of Institutions
363
Shares Held
31.5M
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
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email