Verdence Capital Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Verdence Capital Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Verdence Capital Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 11,000 shares of DES stock, worth $371,910. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,000
Previous 10,994 0.05%
Holding current value
$371,910
Previous $351,000 0.57%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 25, 2025
BUY
$28.02 - $32.37 $168 - $194
6 Added 0.05%
11,000 $349,000
Q1 2025

May 02, 2025
BUY
$31.63 - $35.22 $126 - $140
4 Added 0.04%
10,994 $351,000
Q4 2024

Feb 06, 2025
BUY
$33.7 - $37.69 $235 - $263
7 Added 0.06%
10,990 $377,000
Q3 2024

Nov 01, 2024
BUY
$30.61 - $34.92 $7,836 - $8,939
256 Added 2.39%
10,983 $378,000
Q2 2024

Jul 25, 2024
BUY
$30.34 - $32.53 $212 - $227
7 Added 0.07%
10,727 $334,000
Q1 2024

Apr 25, 2024
BUY
$30.25 - $32.68 $3,357 - $3,627
111 Added 1.05%
10,720 $350,000
Q4 2023

Jan 31, 2024
BUY
$26.55 - $32.72 $79 - $98
3 Added 0.03%
10,609 $341,000
Q3 2023

Oct 25, 2023
BUY
$27.79 - $30.65 $22,204 - $24,489
799 Added 8.15%
10,606 $299,000
Q3 2022

Nov 15, 2022
BUY
$25.74 - $31.54 $1,956 - $2,397
76 Added 0.78%
9,807 $252,000
Q2 2022

Aug 08, 2022
SELL
$27.57 - $32.14 $771 - $899
-28 Reduced 0.29%
9,731 $275,000
Q1 2022

May 02, 2022
BUY
$30.79 - $33.49 $862 - $937
28 Added 0.29%
9,759 $311,000
Q4 2021

Jan 26, 2022
SELL
$30.94 - $33.79 $21,286 - $23,247
-688 Reduced 6.6%
9,731 $320,000
Q3 2021

Nov 12, 2021
BUY
$30.22 - $32.27 $314,862 - $336,221
10,419 New
10,419 $321,000

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
  • Industry ETFs
More about DES
Track This Portfolio

Track Verdence Capital Advisors LLC Portfolio

Follow Verdence Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verdence Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verdence Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email