Cascade Financial Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 172,493 shares of DES stock, worth $5.88 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

172,493

Previous 167,488 2.99%

Holding current value

$5.88 Million

Previous $5.76 Billion 2.84%

% of portfolio

0.77%

Previous 0.72%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.7 - $37.69 $168,668 - $188,638	5,005 Added 2.99%	172,493 $5.93 Billion
Q3 2024 Oct 24, 2024	BUY	$30.61 - $34.92 $52,955 - $60,411	1,730 Added 1.04%	167,488 $5.76 Billion
Q2 2024 Jul 31, 2024	BUY	$30.34 - $32.53 $19,114 - $20,493	630 Added 0.38%	165,758 $5.16 Billion
Q1 2024 May 14, 2024	BUY	$30.25 - $32.68 $5 Million - $5.4 Million	165,128 New	165,128 $5.11 Billion

Others Institutions Holding DES

# of Institutions

356

Shares Held

31M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Cascade Financial Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History