Kondo Wealth Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Kondo Wealth Advisors, Inc.

  • $248 Billion
  • Q3 2025

A detailed history of Kondo Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 24,868 shares of DES stock, worth $814,675. This represents 0.34% of its overall portfolio holdings.

Number of Shares
24,868
Previous 25,001 0.53%
Holding current value
$814,675
Previous $813 Million 2.99%
% of portfolio
0.34%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$31.31 - $34.54 $4,164 - $4,593
-133 Reduced 0.53%
24,868 $838 Million
Q2 2025

Jul 29, 2025
BUY
$28.02 - $32.37 $13,617 - $15,731
486 Added 1.98%
25,001 $813 Million
Q1 2025

Jun 11, 2025
SELL
$31.63 - $35.22 $21,951 - $24,442
-694 Reduced 2.75%
24,515 $784 Million
Q4 2024

Jun 11, 2025
BUY
$33.7 - $37.69 $849,543 - $950,127
25,209 New
25,209 $866 Million

Others Institutions Holding DES

# of Institutions
382
Shares Held
30.8M
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 Kondo Wealth Advisors, Inc. Portfolio

Follow Kondo Wealth Advisors, Inc. 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 Kondo Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kondo Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email