Stifel Financial Corp Wisdomtree Tr U.S. Smallcap Di Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Stifel Financial Corp holds 476,329 shares of DES stock, worth $17.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

476,329

Previous 221,287 115.25%

Holding current value

$17.1 Million

Previous $6.89 Million 138.33%

% of portfolio

0.02%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$30.61 - $34.92 $7.81 Million - $8.91 Million	255,042 Added 115.25%	476,329 $16.4 Million
Q2 2024 Aug 13, 2024	BUY	$30.34 - $32.53 $87,318 - $93,621	2,878 Added 1.32%	221,287 $6.89 Million
Q1 2024 May 13, 2024	SELL	$30.25 - $32.68 $5,324 - $5,751	-176 Reduced 0.08%	218,409 $7.14 Million
Q4 2023 Feb 12, 2024	BUY	$26.55 - $32.72 $138,298 - $170,438	5,209 Added 2.44%	218,585 $7.03 Million
Q3 2023 Nov 13, 2023	BUY	$27.79 - $30.65 $81,924 - $90,356	2,948 Added 1.4%	213,376 $6.02 Million
Q2 2023 Aug 14, 2023	BUY	$26.6 - $29.16 $879,449 - $964,087	33,062 Added 18.64%	210,428 $6.06 Million
Q1 2023 May 12, 2023	BUY	$27.3 - $32.13 $57,657 - $67,858	2,112 Added 1.21%	177,366 $5.07 Million
Q4 2022 Feb 13, 2023	BUY	$26.29 - $30.5 $1.83 Million - $2.12 Million	69,607 Added 65.89%	175,254 $4.98 Million
Q3 2022 Nov 14, 2022	BUY	$25.74 - $31.54 $196,138 - $240,334	7,620 Added 7.77%	105,647 $2.72 Million
Q2 2022 Aug 15, 2022	BUY	$27.57 - $32.14 $193,541 - $225,622	7,020 Added 7.71%	98,027 $2.77 Million
Q1 2022 May 13, 2022	BUY	$30.79 - $33.49 $331,946 - $361,055	10,781 Added 13.44%	91,007 $2.9 Million
Q4 2021 Feb 14, 2022	BUY	$30.94 - $33.79 $49,008 - $53,523	1,584 Added 2.01%	80,226 $2.64 Million
Q3 2021 Nov 15, 2021	SELL	$30.22 - $32.27 $190,809 - $203,752	-6,314 Reduced 7.43%	78,642 $2.43 Million
Q2 2021 Aug 13, 2021	BUY	$31.27 - $33.51 $48,656 - $52,141	1,556 Added 1.87%	84,956 $2.71 Million
Q1 2021 May 14, 2021	BUY	$26.31 - $32.55 $408,515 - $505,403	15,527 Added 22.88%	83,400 $2.6 Million
Q4 2020 Feb 12, 2021	BUY	$21.26 - $26.81 $154,879 - $195,310	7,285 Added 12.02%	67,873 $1.81 Million
Q3 2020 Nov 16, 2020	SELL	$20.09 - $23.24 $123,694 - $143,088	-6,157 Reduced 9.22%	60,588 $1.28 Million
Q2 2020 Aug 14, 2020	SELL	$16.54 - $23.54 $99,306 - $141,334	-6,004 Reduced 8.25%	66,745 $1.41 Million
Q1 2020 May 14, 2020	SELL	$15.92 - $28.87 $621,580 - $1.13 Million	-39,044 Reduced 34.93%	72,749 $1.31 Million
Q4 2019 Feb 13, 2020	BUY	$26.28 - $28.79 $414,829 - $454,450	15,785 Added 16.44%	111,793 $3.21 Million
Q3 2019 Nov 13, 2019	BUY	$26.76 - $27.89 $229,038 - $238,710	8,559 Added 9.79%	96,008 $2.63 Million
Q2 2019 Aug 14, 2019	BUY	N/A	16,448 Added 23.17%	87,449 $2.37 Million
Q1 2019 May 14, 2019	BUY	N/A	21,358 Added 43.02%	71,001 $1.95 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-3,140 Reduced 5.95%	49,643 $1.22 Million
Q3 2018 Nov 13, 2018	BUY	N/A	2,796 Added 5.59%	52,783 $1.57 Million
Q2 2018 Aug 14, 2018	BUY	N/A	921 Added 1.88%	49,987 $1.48 Million
Q1 2018 May 11, 2018	BUY	N/A	12,889 Added 35.63%	49,066 $1.34 Million
Q4 2017 Feb 14, 2018	BUY	N/A	24,809 Added 218.24%	36,177 $1.05 Million
Q3 2017 Nov 13, 2017	BUY	N/A	11,368	11,368 $0

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

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Stifel Financial Corp Wisdomtree Tr U.S. Smallcap Di Transaction History