United Capital Financial Advisers, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,672 shares of DES stock, worth $428,440. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,672
Previous 14,123 10.27%
Holding current value
$428,440
Previous $451,000 10.86%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
SELL
$28.02 - $32.37 $40,657 - $46,968
-1,451 Reduced 10.27%
12,672 $402,000
Q1 2025

May 13, 2025
SELL
$31.63 - $35.22 $62,437 - $69,524
-1,974 Reduced 12.26%
14,123 $451,000
Q4 2024

Feb 13, 2025
SELL
$33.7 - $37.69 $25,342 - $28,342
-752 Reduced 4.46%
16,097 $552,000
Q3 2024

Nov 12, 2024
SELL
$30.61 - $34.92 $27,334 - $31,183
-893 Reduced 5.03%
16,849 $581,000
Q2 2024

Aug 14, 2024
SELL
$30.34 - $32.53 $5.1 Million - $5.46 Million
-167,959 Reduced 90.45%
17,742 $552,000
Q1 2024

May 15, 2024
SELL
$30.25 - $32.68 $3.57 Million - $3.86 Million
-118,089 Reduced 38.87%
185,701 $6.07 Million
Q4 2023

Feb 14, 2024
SELL
$26.55 - $32.72 $22.1 Million - $27.2 Million
-831,039 Reduced 73.23%
303,790 $9.77 Million
Q3 2023

Nov 14, 2023
SELL
$27.79 - $30.65 $294,657 - $324,981
-10,603 Reduced 0.93%
1,134,829 $32 Million
Q2 2023

Aug 14, 2023
BUY
$26.6 - $29.16 $289,780 - $317,669
10,894 Added 0.96%
1,145,432 $33 Million
Q1 2023

Aug 14, 2023
SELL
$27.3 - $32.13 $297,406 - $350,024
-10,894 Reduced 0.95%
1,134,538 $32.4 Million
Q1 2023

May 15, 2023
BUY
$27.3 - $32.13 $96,123 - $113,129
3,521 Added 0.31%
1,134,538 $32.4 Million
Q4 2022

Feb 14, 2023
BUY
$26.29 - $30.5 $465,595 - $540,155
17,710 Added 1.59%
1,131,017 $32.2 Million
Q3 2022

Nov 14, 2022
BUY
$25.74 - $31.54 $343,500 - $420,901
13,345 Added 1.21%
1,113,307 $28.7 Million
Q2 2022

Aug 11, 2022
BUY
$27.57 - $32.14 $52,851 - $61,612
1,917 Added 0.17%
1,099,962 $31 Million
Q1 2022

May 16, 2022
BUY
$30.79 - $33.49 $665,279 - $723,618
21,607 Added 2.01%
1,098,045 $35 Million
Q4 2021

Feb 14, 2022
BUY
$30.94 - $33.79 $355,314 - $388,044
11,484 Added 1.08%
1,076,438 $35.4 Million
Q3 2021

Nov 15, 2021
BUY
$30.22 - $32.27 $504,432 - $538,650
16,692 Added 1.59%
1,064,954 $32.8 Million
Q2 2021

Aug 13, 2021
BUY
$31.27 - $33.51 $1.32 Million - $1.41 Million
42,126 Added 4.19%
1,048,262 $33.4 Million
Q1 2021

May 14, 2021
BUY
$26.31 - $32.55 $198,719 - $245,850
7,553 Added 0.76%
1,006,136 $31.3 Million
Q4 2020

Feb 17, 2021
BUY
$21.26 - $26.81 $247,891 - $312,604
11,660 Added 1.18%
998,583 $26.6 Million
Q3 2020

Nov 13, 2020
SELL
$20.09 - $23.24 $529,692 - $612,745
-26,366 Reduced 2.6%
986,923 $20.8 Million
Q2 2020

Aug 13, 2020
BUY
$16.54 - $23.54 $147,255 - $209,576
8,903 Added 0.89%
1,013,289 $21.5 Million
Q1 2020

May 15, 2020
BUY
$15.92 - $28.87 $745,915 - $1.35 Million
46,854 Added 4.89%
1,004,386 $18.1 Million
Q4 2019

Feb 14, 2020
BUY
$26.28 - $28.79 $873,310 - $956,720
33,231 Added 3.6%
957,532 $27.5 Million
Q3 2019

Nov 14, 2019
BUY
$26.76 - $27.89 $610,823 - $636,617
22,826 Added 2.53%
924,301 $25.3 Million
Q2 2019

Aug 13, 2019
BUY
N/A
12,894 Added 1.45%
901,475 $24.4 Million
Q1 2019

May 14, 2019
BUY
N/A
10,934 Added 1.25%
888,581 $24.5 Million
Q4 2018

Feb 14, 2019
BUY
N/A
11,518 Added 1.33%
877,647 $21.5 Million
Q3 2018

Nov 14, 2018
BUY
N/A
3,997 Added 0.46%
866,129 $25.7 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-15,187 Reduced 1.73%
862,132 $25.6 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,779 Reduced 0.32%
877,319 $24 Million
Q4 2017

Feb 13, 2018
BUY
N/A
586,334 Added 199.59%
880,098 $25.6 Million
Q3 2017

Nov 14, 2017
BUY
N/A
3,492 Added 1.2%
293,764 $24.7 Million
Q2 2017

Aug 14, 2017
BUY
N/A
290,272
290,272 $23.4 Million

Others Institutions Holding DES

# of Institutions
377
Shares Held
31M
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
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