Axis Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,283 shares of DES stock, worth $205,831. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,283
Previous 6,344 0.96%
Holding current value
$205,831
Previous $201 Million 5.02%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 24, 2025
SELL
$31.31 - $34.54 $1,909 - $2,106
-61 Reduced 0.96%
6,283 $212 Million
Q2 2025

Jul 15, 2025
SELL
$28.02 - $32.37 $9,414 - $10,876
-336 Reduced 5.03%
6,344 $201 Million
Q1 2025

Apr 28, 2025
SELL
$31.63 - $35.22 $1,233 - $1,373
-39 Reduced 0.58%
6,680 $214 Million
Q4 2024

Feb 07, 2025
BUY
$33.7 - $37.69 $226,430 - $253,239
6,719 New
6,719 $231 Million

Others Institutions Holding DES

# of Institutions
383
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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