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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 165,078 shares of DES stock, worth $5.41 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

165,078

Previous 168,108 1.8%

Holding current value

$5.41 Million

Previous $5.34 Billion 4.13%

% of portfolio

0.64%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$31.31 - $34.54 $94,869 - $104,656	-3,030 Reduced 1.8%	165,078 $5.56 Billion
Q2 2025 Aug 07, 2025	SELL	$28.02 - $32.37 $97,425 - $112,550	-3,477 Reduced 2.03%	168,108 $5.34 Billion
Q1 2025 May 13, 2025	SELL	$31.63 - $35.22 $28,720 - $31,979	-908 Reduced 0.53%	171,585 $5.48 Billion
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

383

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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