Fiduciary Group LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Fiduciary Group LLC

$1.11 Billion
Q3 2025

A detailed history of Fiduciary Group LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Fiduciary Group LLC holds 6,240 shares of DES stock, worth $204,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,240

Holding current value

$204,422

% of portfolio

0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$31.31 - $34.54 $195,374 - $215,529	6,240 New	6,240 $210,000
Q4 2023 Feb 05, 2024	BUY	$26.55 - $32.72 $178,947 - $220,532	6,740 New	6,740 $216,000
Q2 2022 Aug 12, 2022	SELL	$27.57 - $32.14 $30,299 - $35,321	-1,099 Reduced 11.17%	8,740 $0
Q1 2022 May 13, 2022	BUY	$30.79 - $33.49 $4,310 - $4,688	140 Added 1.44%	9,839 $285,000
Q4 2021 Feb 14, 2022	BUY	$30.94 - $33.79 $13,892 - $15,171	449 Added 4.85%	9,699 $319,000

Q3 2021 Oct 27, 2021	BUY	$30.22 - $32.27 $12,299 - $13,133	407 Added 4.6%	9,250 $297,000
Q4 2020 Feb 12, 2021	BUY	$21.26 - $26.81 $188,002 - $237,080	8,843 New	8,843 $259,000
Q1 2020 May 11, 2020	SELL	$15.92 - $28.87 $139,889 - $253,680	-8,787 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$26.76 - $27.89 $2,007 - $2,091	-75 Reduced 0.85%	8,787 $0
Q2 2018 Aug 02, 2018	BUY	N/A	700 Added 8.58%	8,862 $263,000
Q1 2018 May 14, 2018	BUY	N/A	200 Added 2.51%	8,162 $224,000
Q4 2017 Feb 02, 2018	BUY	N/A	5,308 Added 200.0%	7,962 $231,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,654	2,654 $223,000

Others Institutions Holding DES

# of Institutions

384

Shares Held

30.9M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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