Valmark Advisers, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Valmark Advisers, Inc.

  • $5.7 Billion
  • Q1 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Valmark Advisers, Inc. holds 158,246 shares of DES stock, worth $4.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
158,246
Previous 159,871 1.02%
Holding current value
$4.91 Million
Previous $5.14 Million 0.54%
% of portfolio
0.09%
Previous 0.1%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$30.25 - $32.68 $49,156 - $53,105
-1,625 Reduced 1.02%
158,246 $5.17 Million
Q4 2023

Feb 02, 2024
SELL
$26.55 - $32.72 $97,411 - $120,049
-3,669 Reduced 2.24%
159,871 $5.14 Million
Q3 2023

Nov 07, 2023
BUY
$27.79 - $30.65 $11,477 - $12,658
413 Added 0.25%
163,540 $4.61 Million
Q2 2023

Aug 02, 2023
BUY
$26.6 - $29.16 $591,663 - $648,605
22,243 Added 15.79%
163,127 $4.7 Million
Q1 2023

May 01, 2023
BUY
$27.3 - $32.13 $228,801 - $269,281
8,381 Added 6.33%
140,884 $4.02 Million
Q4 2022

Feb 06, 2023
BUY
$28.09 - $30.5 $346,995 - $376,766
12,353 Added 10.28%
132,503 $3.77 Million
Q3 2022

Nov 02, 2022
BUY
N/A
15,657 Added 14.98%
120,150 $3.09 Million
Q2 2022

Aug 01, 2022
BUY
N/A
12,593 Added 13.7%
104,493 $2.95 Million
Q1 2022

May 10, 2022
BUY
N/A
3,775 Added 4.28%
91,900 $2.93 Million
Q4 2021

Feb 02, 2022
BUY
N/A
4,068 Added 4.84%
88,125 $2.9 Million
Q3 2021

Nov 09, 2021
BUY
N/A
8,517 Added 11.27%
84,057 $2.59 Million
Q2 2021

Aug 06, 2021
BUY
N/A
3,675 Added 5.11%
75,540 $2.41 Million
Q1 2021

May 04, 2021
BUY
N/A
1,578 Added 2.25%
71,865 $2.24 Million
Q4 2020

Feb 03, 2021
BUY
N/A
2,755 Added 4.08%
70,287 $1.87 Million
Q3 2020

Nov 09, 2020
BUY
N/A
3,619 Added 5.66%
67,532 $1.42 Million
Q2 2020

Jul 31, 2020
BUY
N/A
4,667 Added 7.88%
63,913 $1.35 Million
Q1 2020

May 01, 2020
BUY
N/A
2,523 Added 4.45%
59,246 $1.07 Million
Q4 2019

Jan 31, 2020
SELL
N/A
-2,748 Reduced 4.62%
56,723 $1.63 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-1,217 Reduced 2.01%
59,471 $1.63 Million
Q2 2019

Aug 07, 2019
BUY
N/A
713 Added 1.19%
60,688 $1.65 Million
Q1 2019

May 10, 2019
BUY
N/A
4,636 Added 8.38%
59,975 $1.65 Million
Q4 2018

Feb 07, 2019
BUY
N/A
2,060 Added 3.87%
55,339 $1.36 Million
Q3 2018

Nov 02, 2018
BUY
N/A
499 Added 0.95%
53,279 $1.58 Million
Q2 2018

Aug 07, 2018
BUY
N/A
3,649 Added 7.43%
52,780 $1.57 Million
Q1 2018

May 07, 2018
SELL
N/A
-4,922 Reduced 9.11%
49,131 $1.35 Million
Q4 2017

Feb 09, 2018
BUY
N/A
39,727 Added 277.31%
54,053 $1.57 Million
Q3 2017

Nov 06, 2017
BUY
N/A
14,326
14,326 $1.2 Million

Others Institutions Holding DES

# of Institutions
345
Shares Held
29.8M
Call Options Held
50.7K
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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