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

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

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 8,421 shares of DES stock, worth $268,798. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,421
Previous 8,607 2.16%
Holding current value
$268,798
Previous $275 Million 2.77%
% of portfolio
0.04%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$28.02 - $32.37 $5,211 - $6,020
-186 Reduced 2.16%
8,421 $267 Million
Q1 2025

Apr 28, 2025
BUY
$31.63 - $35.22 $2,625 - $2,923
83 Added 0.97%
8,607 $275 Million
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
374
Shares Held
31.2M
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
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