Sunbelt Securities, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Sunbelt Securities, Inc.

$1.01 Billion
Q1 2025

A detailed history of Sunbelt Securities, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 20,049 shares of DES stock, worth $605,279. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,049

Previous 22,562 11.14%

Holding current value

$605,279

Previous $775,000 17.42%

% of portfolio

0.06%

Previous 0.08%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$31.63 - $35.22 $79,486 - $88,507	-2,513 Reduced 11.14%	20,049 $640,000
Q3 2024 Nov 18, 2024	SELL	$30.61 - $34.92 $16,621 - $18,961	-543 Reduced 2.35%	22,562 $778,000
Q2 2024 Aug 15, 2024	SELL	$30.34 - $32.53 $10,649 - $11,418	-351 Reduced 1.5%	23,105 $719,000
Q1 2024 Apr 15, 2024	SELL	$30.25 - $32.68 $20,933 - $22,614	-692 Reduced 2.87%	23,456 $766,000
Q3 2023 Dec 11, 2023	SELL	$27.79 - $30.65 $28,067 - $30,956	-1,010 Reduced 4.01%	24,148 $680,000
Q2 2023 Aug 15, 2023	BUY	$26.6 - $29.16 $212 - $233	8 Added 0.03%	25,158 $724,000
Q1 2023 May 17, 2023	BUY	$27.3 - $32.13 $27,627 - $32,515	1,012 Added 4.19%	25,150 $718,000
Q4 2022 Feb 08, 2023	BUY	$26.29 - $30.5 $262 - $305	10 Added 0.04%	24,138 $686,000
Q3 2022 Nov 21, 2022	BUY	$25.74 - $31.54 $205 - $252	8 Added 0.03%	24,128 $621,000
Q2 2022 Oct 03, 2022	SELL	$27.57 - $32.14 $29,941 - $34,904	-1,086 Reduced 4.31%	24,120 $681,000
Q1 2022 May 16, 2022	SELL	$30.79 - $33.49 $565,519 - $615,110	-18,367 Reduced 42.15%	25,206 $810,000
Q4 2021 Feb 14, 2022	SELL	$30.94 - $33.79 $156,463 - $170,876	-5,057 Reduced 10.4%	43,573 $1.39 Million
Q2 2021 Jul 29, 2021	SELL	$31.27 - $33.51 $63,696 - $68,259	-2,037 Reduced 4.02%	48,630 $1.51 Million
Q4 2020 Feb 09, 2021	SELL	$21.26 - $26.81 $413,592 - $521,561	-19,454 Reduced 27.74%	50,667 $1.35 Million
Q2 2020 Aug 14, 2020	SELL	$16.54 - $23.54 $11,892 - $16,925	-719 Reduced 1.01%	70,121 $1.49 Million
Q1 2020 May 15, 2020	SELL	$15.92 - $28.87 $319,721 - $579,796	-20,083 Reduced 22.09%	70,840 $1.28 Million
Q4 2019 Feb 14, 2020	SELL	$26.28 - $28.79 $170,820 - $187,135	-6,500 Reduced 6.67%	90,923 $652 Million
Q3 2019 Nov 15, 2019	BUY	$26.76 - $27.89 $602,100 - $627,525	22,500 Added 30.03%	97,423 $2.67 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-2,500 Reduced 3.23%	74,923 $2.03 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-780 Reduced 1.0%	77,423 $1.9 Million
Q3 2018 Nov 14, 2018	BUY	N/A	9,063 Added 13.11%	78,203 $2.32 Million
Q2 2018 Aug 08, 2018	BUY	N/A	69,140 New	69,140 $2.05 Million

Others Institutions Holding DES

# of Institutions

364

Shares Held

31.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Sunbelt Securities, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History