Advisor Net Financial, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

A detailed history of Advisor Net Financial, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Advisor Net Financial, Inc holds 15,083 shares of DES stock, worth $521,268. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,083

Previous 5,265 186.48%

Holding current value

$521,268

Previous $164,000 217.07%

% of portfolio

0.04%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$30.61 - $34.92 $300,528 - $342,844	9,818 Added 186.48%	15,083 $520,000
Q2 2024 Jul 16, 2024	BUY	$30.34 - $32.53 $149,121 - $159,884	4,915 Added 1404.29%	5,265 $164,000
Q3 2023 Oct 12, 2023	SELL	$27.79 - $30.65 $83 - $91	-3 Reduced 0.85%	350 $9,000
Q2 2023 Jul 14, 2023	SELL	$26.6 - $29.16 $17,343 - $19,012	-652 Reduced 64.88%	353 $10,000
Q1 2023 Apr 28, 2023	BUY	$27.3 - $32.13 $81 - $96	3 Added 0.3%	1,005 $28,000
Q4 2022 Jan 13, 2023	BUY	$26.29 - $30.5 $157 - $183	6 Added 0.6%	1,002 $0
Q3 2022 Oct 04, 2022	BUY	$25.74 - $31.54 $154 - $189	6 Added 0.61%	996 $26,000
Q2 2022 Jul 07, 2022	BUY	$27.57 - $32.14 $110 - $128	4 Added 0.41%	990 $28,000
Q1 2022 Apr 14, 2022	SELL	$30.79 - $33.49 $75,651 - $82,284	-2,457 Reduced 71.36%	986 $31,000
Q4 2021 Jan 19, 2022	BUY	$30.94 - $33.79 $1,021 - $1,115	33 Added 0.97%	3,443 $113,000
Q3 2021 Oct 15, 2021	BUY	$30.22 - $32.27 $9,881 - $10,552	327 Added 10.61%	3,410 $105,000
Q2 2021 Jul 06, 2021	SELL	$31.27 - $33.51 $51,970 - $55,693	-1,662 Reduced 35.03%	3,083 $98,000
Q1 2021 Apr 14, 2021	BUY	$26.31 - $32.55 $210 - $260	8 Added 0.17%	4,745 $148,000
Q4 2020 Feb 04, 2021	SELL	$21.26 - $26.81 $21,642 - $27,292	-1,018 Reduced 17.69%	4,737 $126,000
Q3 2020 Nov 06, 2020	SELL	$20.09 - $23.24 $4,279 - $4,950	-213 Reduced 3.57%	5,755 $121,000
Q2 2020 Aug 26, 2020	SELL	$16.54 - $23.54 $56,517 - $80,436	-3,417 Reduced 36.41%	5,968 $126,000
Q1 2020 May 14, 2020	SELL	$15.92 - $28.87 $52,695 - $95,559	-3,310 Reduced 26.07%	9,385 $169,000
Q4 2019 Feb 12, 2020	SELL	$26.28 - $28.79 $8,593 - $9,414	-327 Reduced 2.51%	12,695 $364,000
Q3 2019 Oct 23, 2019	SELL	$26.76 - $27.89 $20,364 - $21,224	-761 Reduced 5.52%	13,022 $356,000
Q2 2019 Jul 15, 2019	SELL	N/A	-3,551 Reduced 20.49%	13,783 $374,000
Q1 2019 May 14, 2019	SELL	N/A	-1,741 Reduced 9.13%	17,334 $477,000
Q4 2018 Feb 08, 2019	SELL	N/A	-4,807 Reduced 20.13%	19,075 $468,000
Q3 2018 Nov 14, 2018	SELL	N/A	-5,885 Reduced 19.77%	23,882 $710,000
Q2 2018 Jul 27, 2018	SELL	N/A	-327 Reduced 1.09%	29,767 $883,000
Q1 2018 May 08, 2018	BUY	N/A	164 Added 0.55%	30,094 $825,000
Q4 2017 Feb 27, 2018	BUY	N/A	29,930	29,930 $869,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Account

Advisor Net Financial, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History