Abundance Wealth Counselors Wisdomtree Tr U.S. Smallcap Di Transaction History

Abundance Wealth Counselors

  • $523 Million
  • Q3 2025

A detailed history of Abundance Wealth Counselors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Abundance Wealth Counselors holds 14,560 shares of DES stock, worth $476,985. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,560
Previous 14,560 -0.0%
Holding current value
$476,985
Previous $462,000 6.06%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 21, 2025
SELL
$28.02 - $32.37 $672 - $776
-24 Reduced 0.16%
14,560 $462,000
Q1 2025

Apr 21, 2025
BUY
$31.63 - $35.22 $19,104 - $21,272
604 Added 4.32%
14,584 $466,000
Q4 2024

Jan 24, 2025
SELL
$33.7 - $37.69 $1,516 - $1,696
-45 Reduced 0.32%
13,980 $480,000
Q3 2024

Oct 17, 2024
BUY
$30.61 - $34.92 $72,117 - $82,271
2,356 Added 20.19%
14,025 $484,000
Q2 2024

Jul 17, 2024
BUY
$30.34 - $32.53 $106,341 - $114,017
3,505 Added 42.93%
11,669 $363,000
Q1 2024

Apr 19, 2024
BUY
$30.25 - $32.68 $246,961 - $266,799
8,164 New
8,164 $267,000

Others Institutions Holding DES

# of Institutions
382
Shares Held
30.9M
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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