Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 292,804 shares of DES stock, worth $10.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

292,804

Previous 8,710 3261.7%

Holding current value

$10.2 Million

Previous $300 Million 2.53%

% of portfolio

0.05%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$33.7 - $37.69 $9.58 Million - $10.7 Million	-284,280 Reduced 97.09%	8,524 $293 Million
Q4 2024 Jan 27, 2025	BUY	$33.7 - $37.69 $9.57 Million - $10.7 Million	284,094 Added 3261.7%	292,804 $293 Million
Q3 2024 Nov 12, 2024	SELL	$30.61 - $34.92 $8.75 Million - $9.99 Million	-285,992 Reduced 97.04%	8,710 $300 Million
Q2 2024 Aug 06, 2024	BUY	$30.34 - $32.53 $8.67 Million - $9.3 Million	285,808 Added 3213.49%	294,702 $8.47 Million
Q1 2024 Apr 22, 2024	BUY	$30.25 - $32.68 $269,043 - $290,655	8,894 New	8,894 $291 Million
Q3 2023 Nov 07, 2023	BUY	$27.79 - $30.65 $248,748 - $274,348	8,951 New	8,951 $252 Million

Others Institutions Holding DES

# of Institutions

356

Shares Held

30.9M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History