Financial Planning & Information Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 41,253 shares of DES stock, worth $1.35 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
41,253
Previous 52,057 20.75%
Holding current value
$1.35 Million
Previous $1.62 Million 12.28%
% of portfolio
0.2%
Previous 0.25%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$30.61 - $34.92 $330,710 - $377,275
-10,804 Reduced 20.75%
41,253 $1.42 Million
Q2 2024

Aug 13, 2024
SELL
$30.34 - $32.53 $6,159 - $6,603
-203 Reduced 0.39%
52,057 $1.62 Million
Q1 2024

May 14, 2024
SELL
$30.25 - $32.68 $79,799 - $86,209
-2,638 Reduced 4.81%
52,260 $1.71 Million
Q3 2023

Nov 14, 2023
SELL
$27.79 - $30.65 $128,223 - $141,419
-4,614 Reduced 7.75%
54,898 $1.55 Million
Q2 2023

Aug 11, 2023
SELL
$26.6 - $29.16 $117,598 - $128,916
-4,421 Reduced 6.92%
59,512 $1.71 Million
Q1 2023

May 02, 2023
SELL
$27.3 - $32.13 $94,949 - $111,748
-3,478 Reduced 5.16%
63,933 $1.83 Million
Q4 2022

Feb 13, 2023
SELL
$26.29 - $30.5 $80,421 - $93,299
-3,059 Reduced 4.34%
67,411 $1.92 Million
Q3 2022

Oct 25, 2022
SELL
$25.74 - $31.54 $4,092 - $5,014
-159 Reduced 0.23%
70,470 $1.81 Million
Q2 2022

Jul 19, 2022
SELL
$27.57 - $32.14 $249,784 - $291,188
-9,060 Reduced 11.37%
70,629 $1.99 Million
Q1 2022

Apr 19, 2022
SELL
$30.79 - $33.49 $182,523 - $198,528
-5,928 Reduced 6.92%
79,689 $2.54 Million
Q4 2021

Feb 02, 2022
SELL
$30.94 - $33.79 $255,688 - $279,240
-8,264 Reduced 8.8%
85,617 $2.81 Million
Q3 2021

Oct 13, 2021
SELL
$30.22 - $32.27 $243,966 - $260,515
-8,073 Reduced 7.92%
93,881 $2.89 Million
Q2 2021

Jul 29, 2021
SELL
$31.27 - $33.51 $349,129 - $374,139
-11,165 Reduced 9.87%
101,954 $3.25 Million
Q1 2021

Apr 20, 2021
SELL
$26.31 - $32.55 $343,319 - $424,744
-13,049 Reduced 10.34%
113,119 $3.52 Million
Q4 2020

Feb 08, 2021
SELL
$21.26 - $26.81 $63,652 - $80,269
-2,994 Reduced 2.32%
126,168 $3.36 Million
Q3 2020

May 24, 2021
BUY
$20.09 - $23.24 $115,095 - $133,141
5,729 Added 4.64%
129,162 $2.72 Million
Q2 2020

May 24, 2021
BUY
$16.54 - $23.54 $196,263 - $279,325
11,866 Added 10.64%
123,433 $2.61 Million
Q1 2020

May 24, 2021
BUY
$15.92 - $28.87 $146,177 - $265,084
9,182 Added 8.97%
111,567 $2.01 Million
Q4 2019

May 24, 2021
SELL
$26.28 - $28.79 $74,766 - $81,907
-2,845 Reduced 2.7%
102,385 $2.94 Million
Q3 2019

May 24, 2021
BUY
$26.76 - $27.89 $232,035 - $241,834
8,671 Added 8.98%
105,230 $2.88 Million
Q2 2019

May 24, 2021
BUY
N/A
2,571 Added 2.74%
96,559 $2.62 Million
Q1 2019

May 24, 2021
BUY
N/A
3,218 Added 3.55%
93,988 $2.59 Million
Q4 2018

May 24, 2021
BUY
N/A
17,004 Added 23.05%
90,770 $2.23 Million
Q3 2018

May 24, 2021
BUY
N/A
4,476 Added 6.46%
73,766 $2.19 Million
Q2 2018

May 24, 2021
BUY
N/A
10,008 Added 16.88%
69,290 $2.05 Million
Q1 2018

May 24, 2021
BUY
N/A
59,282 New
59,282 $1.62 Million

Others Institutions Holding DES

# of Institutions
382
Shares Held
30.9M
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
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email