Dynamic Advisor Solutions LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Dynamic Advisor Solutions LLC

$2.96 Billion
Q4 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 9,213 shares of DES stock, worth $301,817. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,213

Previous 9,197 0.17%

Holding current value

$301,817

Previous $309,000 2.59%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$32.32 - $33.89 $517 - $542	16 Added 0.17%	9,213 $301,000
Q3 2025 Oct 09, 2025	SELL	$31.31 - $34.54 $39,012 - $43,036	-1,246 Reduced 11.93%	9,197 $309,000
Q2 2025 Jul 09, 2025	BUY	$28.02 - $32.37 $364 - $420	13 Added 0.12%	10,443 $331,000
Q1 2025 Apr 16, 2025	BUY	$31.63 - $35.22 $329,900 - $367,344	10,430 New	10,430 $332,000
Q3 2024 Oct 07, 2024	SELL	$30.61 - $34.92 $5.28 Million - $6.03 Million	-172,585 Reduced 93.97%	11,066 $381,000

Q2 2024 Jul 15, 2024	BUY	$30.34 - $32.53 $22,117 - $23,714	729 Added 0.4%	183,651 $5.72 Million
Q1 2024 Apr 12, 2024	BUY	$30.25 - $32.68 $59,864 - $64,673	1,979 Added 1.09%	182,922 $5.98 Million
Q4 2023 Jan 10, 2024	BUY	$26.55 - $32.72 $4.8 Million - $5.92 Million	180,943 New	180,943 $5.82 Million
Q1 2020 May 07, 2020	SELL	$15.92 - $28.87 $111,710 - $202,580	-7,017 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$26.28 - $28.79 $101,099 - $110,755	-3,847 Reduced 35.41%	7,017 $201,000
Q3 2019 Nov 13, 2019	SELL	$26.76 - $27.89 $91,278 - $95,132	-3,411 Reduced 23.89%	10,864 $297,000
Q2 2019 Aug 13, 2019	BUY	N/A	4,783 Added 50.39%	14,275 $387,000
Q1 2019 Apr 10, 2019	SELL	N/A	-277 Reduced 2.84%	9,492 $261,000
Q4 2018 Jan 29, 2019	SELL	N/A	-704 Reduced 6.72%	9,769 $265,000
Q3 2018 Nov 14, 2018	BUY	N/A	921 Added 9.64%	10,473 $311,000
Q2 2018 Aug 07, 2018	BUY	N/A	9,552 New	9,552 $283,000

Others Institutions Holding DES

# of Institutions

382

Shares Held

30.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

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Dynamic Advisor Solutions LLC Wisdomtree Tr U.S. Smallcap Di Transaction History