Beacon Financial Group Wisdomtree Tr U.S. Smallcap Di Transaction History

Beacon Financial Group

  • $944 Million
  • Q3 2025

A detailed history of Beacon Financial Group transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Beacon Financial Group holds 68,235 shares of DES stock, worth $2.24 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
68,235
Previous 75,013 9.04%
Holding current value
$2.24 Million
Previous $2.38 Million 3.53%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Oct 07, 2025
SELL
$31.31 - $34.54 $212,219 - $234,112
-6,778 Reduced 9.04%
68,235 $2.3 Million
Q2 2025

Jul 09, 2025
SELL
$28.02 - $32.37 $156,883 - $181,239
-5,599 Reduced 6.95%
75,013 $2.38 Million
Q1 2025

Apr 10, 2025
SELL
$31.63 - $35.22 $347,455 - $386,891
-10,985 Reduced 11.99%
80,612 $2.57 Million
Q4 2024

Jan 29, 2025
SELL
$33.7 - $37.69 $206,142 - $230,549
-6,117 Reduced 6.26%
91,597 $3.15 Million
Q3 2024

Nov 12, 2024
SELL
$30.61 - $34.92 $39,548 - $45,116
-1,292 Reduced 1.3%
97,714 $3.37 Million
Q2 2024

Aug 06, 2024
SELL
$30.34 - $32.53 $250,426 - $268,502
-8,254 Reduced 7.7%
99,006 $3.08 Million
Q1 2024

May 07, 2024
SELL
$30.25 - $32.68 $971,841 - $1.05 Million
-32,127 Reduced 23.05%
107,260 $3.51 Million
Q4 2023

Feb 23, 2024
BUY
$26.55 - $32.72 $558,426 - $688,199
21,033 Added 17.77%
139,387 $4.48 Million
Q3 2023

Oct 16, 2023
SELL
$27.79 - $30.65 $1.2 Million - $1.33 Million
-43,242 Reduced 26.76%
118,354 $3.5 Million
Q2 2023

Jul 20, 2023
SELL
$26.6 - $29.16 $169,149 - $185,428
-6,359 Reduced 3.79%
161,596 $4.66 Million
Q1 2023

Apr 14, 2023
SELL
$27.3 - $32.13 $102,429 - $120,551
-3,752 Reduced 2.19%
167,955 $4.74 Million
Q4 2022

Jan 19, 2023
SELL
$26.29 - $30.5 $21,846 - $25,345
-831 Reduced 0.48%
171,707 $4.88 Million
Q3 2022

Oct 13, 2022
BUY
$25.74 - $31.54 $2.95 Million - $3.62 Million
114,701 Added 198.32%
172,538 $4.49 Million
Q2 2022

Jul 19, 2022
SELL
$27.57 - $32.14 $3.2 Million - $3.73 Million
-116,058 Reduced 66.74%
57,837 $3.4 Million
Q1 2022

Apr 08, 2022
SELL
$30.79 - $33.49 $60,256 - $65,539
-1,957 Reduced 1.11%
173,895 $5.59 Million
Q4 2021

Jan 07, 2022
BUY
$30.94 - $33.79 $21,410 - $23,382
692 Added 0.4%
175,852 $5.82 Million
Q3 2021

Oct 13, 2021
BUY
$30.22 - $32.27 $15,321 - $16,360
507 Added 0.29%
175,160 $5.42 Million
Q2 2021

Jul 26, 2021
SELL
$31.27 - $33.51 $136,274 - $146,036
-4,358 Reduced 2.43%
174,653 $5.42 Million
Q4 2020

Jan 15, 2021
SELL
$21.26 - $26.81 $55,743 - $70,295
-2,622 Reduced 1.44%
179,011 $5.12 Million
Q3 2020

Oct 13, 2020
BUY
$20.09 - $23.24 $1.09 Million - $1.26 Million
54,326 Added 42.67%
181,633 $3.83 Million
Q2 2020

Aug 05, 2020
BUY
$16.54 - $23.54 $64,142 - $91,288
3,878 Added 3.14%
127,307 $2.67 Million
Q1 2020

Jun 29, 2020
SELL
$15.92 - $28.87 $18,228 - $33,056
-1,145 Reduced 0.92%
123,429 $2.23 Million
Q4 2019

Jan 17, 2020
BUY
$26.28 - $28.79 $37,948 - $41,572
1,444 Added 1.17%
124,574 $3.57 Million
Q3 2019

Oct 15, 2019
BUY
$26.76 - $27.89 $12,068 - $12,578
451 Added 0.37%
123,130 $3.36 Million
Q2 2019

Jul 15, 2019
BUY
N/A
1,628 Added 1.34%
122,679 $3.33 Million
Q1 2019

Apr 18, 2019
BUY
N/A
2,507 Added 2.11%
121,051 $3.33 Million
Q4 2018

Jan 16, 2019
SELL
N/A
-3,666 Reduced 3.0%
118,544 $2.9 Million
Q3 2018

Oct 10, 2018
SELL
N/A
-1,670 Reduced 1.35%
122,210 $3.63 Million
Q2 2018

Jul 11, 2018
BUY
N/A
3,639 Added 3.03%
123,880 $3.67 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-118,228 Reduced 49.58%
120,241 $3.3 Million
Q4 2017

Jan 03, 2018
BUY
N/A
160,100 Added 204.29%
238,469 $6.93 Million
Q3 2017

Oct 03, 2017
BUY
N/A
78,369
78,369 $6.59 Million

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
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  • Sector ETFs
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