Evolution Wealth Management Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 4,752 shares of DES stock, worth $155,675. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,752
Previous 5,130 7.37%
Holding current value
$155,675
Previous $163 Million 1.77%
% of portfolio
0.16%
Previous 0.2%

Shares

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

Oct 23, 2025
SELL
$31.31 - $34.54 $11,835 - $13,056
-378 Reduced 7.37%
4,752 $160 Million
Q2 2025

Aug 29, 2025
BUY
$28.02 - $32.37 $143,742 - $166,058
5,130 New
5,130 $163 Million

Others Institutions Holding DES

# of Institutions
381
Shares Held
30.8M
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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