Archetype Wealth Partners Wisdomtree Tr U.S. Smallcap Di Transaction History

Archetype Wealth Partners

$785 Million
Q3 2025

A detailed history of Archetype Wealth Partners transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Archetype Wealth Partners holds 14,093 shares of DES stock, worth $461,686. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,093

Previous 14,119 0.18%

Holding current value

$461,686

Previous $448,000 6.03%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$31.31 - $34.54 $814 - $898	-26 Reduced 0.18%	14,093 $475,000
Q2 2025 Aug 14, 2025	BUY	$28.02 - $32.37 $2,689 - $3,107	96 Added 0.68%	14,119 $448,000
Q1 2025 May 14, 2025	SELL	$31.63 - $35.22 $9,172 - $10,213	-290 Reduced 2.03%	14,023 $448,000
Q4 2024 Feb 14, 2025	SELL	$33.7 - $37.69 $10,581 - $11,834	-314 Reduced 2.15%	14,313 $492,000
Q3 2024 Nov 14, 2024	SELL	$30.61 - $34.92 $17,968 - $20,498	-587 Reduced 3.86%	14,627 $504,000

Q2 2024 Aug 15, 2024	SELL	$30.34 - $32.53 $29,793 - $31,944	-982 Reduced 6.06%	15,214 $474,000
Q1 2024 May 14, 2024	BUY	$30.25 - $32.68 $7,199 - $7,777	238 Added 1.49%	16,196 $529,000
Q4 2023 Feb 14, 2024	SELL	$26.55 - $32.72 $27,001 - $33,276	-1,017 Reduced 5.99%	15,958 $513,000
Q3 2023 Nov 13, 2023	BUY	$27.79 - $30.65 $100,877 - $111,259	3,630 Added 27.2%	16,975 $479,000
Q2 2023 Aug 14, 2023	SELL	$26.6 - $29.16 $1.43 Million - $1.56 Million	-53,597 Reduced 80.06%	13,345 $384,000
Q1 2023 May 10, 2023	BUY	$27.3 - $32.13 $739,420 - $870,241	27,085 Added 67.96%	66,942 $1.91 Million
Q4 2022 Feb 14, 2023	BUY	$26.29 - $30.5 $550,013 - $638,090	20,921 Added 110.48%	39,857 $1.13 Million
Q3 2022 Nov 14, 2022	BUY	$25.74 - $31.54 $61,415 - $75,254	2,386 Added 14.42%	18,936 $487,000
Q2 2022 Aug 15, 2022	BUY	$27.57 - $32.14 $164,896 - $192,229	5,981 Added 56.59%	16,550 $467,000
Q1 2022 May 12, 2022	BUY	$30.79 - $33.49 $325,419 - $353,955	10,569 New	10,569 $337,000

Others Institutions Holding DES

# of Institutions

384

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Archetype Wealth Partners Wisdomtree Tr U.S. Smallcap Di Transaction History