United Advisor Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, United Advisor Group, LLC holds 36,618 shares of DES stock, worth $1.2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
36,618
Previous 39,001 6.11%
Holding current value
$1.2 Million
Previous $1.35 Million 6.54%
% of portfolio
0.26%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
SELL
$33.7 - $37.69 $80,307 - $89,815
-2,383 Reduced 6.11%
36,618 $1.26 Million
Q3 2024

Oct 30, 2024
BUY
$30.61 - $34.92 $18,610 - $21,231
608 Added 1.58%
39,001 $1.35 Million
Q2 2024

Aug 08, 2024
BUY
$30.34 - $32.53 $148,787 - $159,527
4,904 Added 14.64%
38,393 $1.2 Million
Q1 2024

May 14, 2024
BUY
$30.25 - $32.68 $1.01 Million - $1.09 Million
33,489 New
33,489 $1.09 Million

Others Institutions Holding DES

# of Institutions
363
Shares Held
31.5M
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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