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

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 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 86,456 shares of DES stock, worth $2.99 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
86,456
Previous 152,683 43.38%
Holding current value
$2.99 Million
Previous $4.76 Million 37.32%
% of portfolio
0.07%
Previous 0.12%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
351
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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