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

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

A detailed history of Capital Analysts, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Capital Analysts, LLC holds 63,761 shares of DES stock, worth $2.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
63,761
Previous 61,335 3.96%
Holding current value
$2.09 Million
Previous $1.95 Million 10.27%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2025
BUY
$31.31 - $34.54 $75,958 - $83,794
2,426 Added 3.96%
63,761 $2.15 Million
Q2 2025

Aug 13, 2025
BUY
$28.02 - $32.37 $156,799 - $181,142
5,596 Added 10.04%
61,335 $1.95 Million
Q1 2025

May 14, 2025
BUY
$31.63 - $35.22 $12,209 - $13,594
386 Added 0.7%
55,739 $1.78 Million
Q4 2024

Feb 14, 2025
SELL
$33.7 - $37.69 $53,347 - $59,663
-1,583 Reduced 2.78%
55,353 $1.9 Million
Q3 2024

Nov 13, 2024
SELL
$30.61 - $34.92 $45,425 - $51,821
-1,484 Reduced 2.54%
56,936 $1.96 Million
Q2 2024

Aug 14, 2024
BUY
$30.34 - $32.53 $67,112 - $71,956
2,212 Added 3.94%
58,420 $1.82 Million
Q1 2024

May 14, 2024
SELL
$30.25 - $32.68 $28,616 - $30,915
-946 Reduced 1.66%
56,208 $1.84 Million
Q4 2023

Jan 30, 2024
SELL
$26.55 - $32.72 $424 - $523
-16 Reduced 0.03%
57,154 $1.84 Million
Q3 2023

Nov 13, 2023
SELL
$27.79 - $30.65 $99,377 - $109,604
-3,576 Reduced 5.89%
57,170 $1.61 Million
Q2 2023

Aug 11, 2023
SELL
$26.6 - $29.16 $73,815 - $80,919
-2,775 Reduced 4.37%
60,746 $1.75 Million
Q1 2023

May 05, 2023
BUY
$27.3 - $32.13 $92,137 - $108,438
3,375 Added 5.61%
63,521 $1.81 Million
Q4 2022

Feb 08, 2023
SELL
$26.29 - $30.5 $51,922 - $60,237
-1,975 Reduced 3.18%
60,146 $1.71 Million
Q3 2022

Nov 14, 2022
BUY
$25.74 - $31.54 $133,642 - $163,755
5,192 Added 9.12%
62,121 $1.6 Million
Q2 2022

Aug 12, 2022
SELL
$27.57 - $32.14 $6,506 - $7,585
-236 Reduced 0.41%
56,929 $1.61 Million
Q1 2022

May 12, 2022
BUY
$30.79 - $33.49 $79,653 - $86,638
2,587 Added 4.74%
57,165 $1.82 Million
Q4 2021

Feb 10, 2022
BUY
$30.94 - $33.79 $8,446 - $9,224
273 Added 0.5%
54,578 $1.79 Million
Q3 2021

Nov 04, 2021
SELL
$30.22 - $32.27 $835,854 - $892,555
-27,659 Reduced 33.75%
54,305 $1.67 Million
Q2 2021

Nov 15, 2021
SELL
$31.27 - $33.51 $1,626 - $1,742
-52 Reduced 0.06%
81,964 $2.61 Million
Q2 2021

Aug 05, 2021
SELL
$31.27 - $33.51 $96,030 - $102,909
-3,071 Reduced 3.61%
82,016 $2.62 Million
Q1 2021

May 17, 2021
SELL
$26.31 - $32.55 $149,967 - $185,534
-5,700 Reduced 6.28%
85,087 $2.65 Million
Q4 2020

Feb 16, 2021
SELL
$21.26 - $26.81 $76,642 - $96,650
-3,605 Reduced 3.82%
90,787 $2.42 Million
Q3 2020

Nov 12, 2020
SELL
$20.09 - $23.24 $104,970 - $121,428
-5,225 Reduced 5.25%
94,392 $1.99 Million
Q2 2020

Aug 07, 2020
BUY
$16.54 - $23.54 $11,776 - $16,760
712 Added 0.72%
99,617 $2.11 Million
Q1 2020

May 08, 2020
SELL
$15.92 - $28.87 $72,945 - $132,282
-4,582 Reduced 4.43%
98,905 $1.78 Million
Q4 2019

Feb 12, 2020
BUY
$26.28 - $28.79 $12,062 - $13,214
459 Added 0.45%
103,487 $2.97 Million
Q3 2019

Nov 12, 2019
BUY
$26.76 - $27.89 $98,958 - $103,137
3,698 Added 3.72%
103,028 $2.82 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-9,169 Reduced 8.45%
99,330 $2.69 Million
Q1 2019

May 13, 2019
SELL
N/A
-2,754 Reduced 2.48%
108,499 $2.99 Million
Q4 2018

Feb 13, 2019
BUY
N/A
1,015 Added 0.92%
111,253 $2.73 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-3,722 Reduced 3.27%
110,238 $0
Q2 2018

Aug 03, 2018
BUY
N/A
1,236 Added 1.1%
113,960 $0
Q1 2018

May 14, 2018
SELL
N/A
-48 Reduced 0.04%
112,724 $3.09 Million
Q4 2017

Feb 14, 2018
BUY
N/A
105,837 Added 1526.13%
112,772 $3.28 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-29,477 Reduced 80.95%
6,935 $478,000
Q3 2017

Nov 06, 2017
BUY
N/A
36,412
36,412 $3.06 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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