Apella Capital, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Apella Capital, LLC holds 28,494 shares of DES stock, worth $932,608. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,494

Holding current value

$932,608

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$33.7 - $37.69 $960,247 - $1.07 Million	28,494 New	28,494 $978,000

Others Institutions Holding DES

# of Institutions

363

Shares Held

31.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.46M
Shares

$80.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.23M
Shares

$73 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.22M
Shares

$72.6 Million
0.01% of portfolio
Ubs Group Ag

1.72M
Shares

$56.4 Million
0.01% of portfolio
Creative Planning Overland Park, KS

1.48M
Shares

$48.3 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
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Apella Capital, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History