Financial Planning & Information Services, Inc. Wisdomtree Tr Europe Smallcap Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Tr Europe Smallcap stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 12,144 shares of DFE stock, worth $825,913. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,144
Previous 11,933 1.77%
Holding current value
$825,913
Previous $710,000 8.59%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 12, 2024
BUY
$58.97 - $64.0 $12,442 - $13,504
211 Added 1.77%
12,144 $771,000
Q2 2024

Aug 13, 2024
SELL
$57.33 - $64.18 $143,325 - $160,450
-2,500 Reduced 17.32%
11,933 $710,000
Q1 2024

May 14, 2024
BUY
$56.26 - $59.78 $62,842 - $66,774
1,117 Added 8.39%
14,433 $862,000
Q3 2023

Nov 14, 2023
SELL
$51.63 - $58.78 $206 - $235
-4 Reduced 0.03%
13,316 $698,000
Q2 2023

Aug 11, 2023
SELL
$54.91 - $60.54 $50,023 - $55,151
-911 Reduced 6.4%
13,320 $743,000
Q1 2023

May 02, 2023
SELL
$55.29 - $61.12 $50,258 - $55,558
-909 Reduced 6.0%
14,231 $829,000
Q4 2022

Feb 13, 2023
SELL
$44.81 - $56.45 $48,663 - $61,304
-1,086 Reduced 6.69%
15,140 $828,000
Q3 2022

Oct 25, 2022
BUY
$44.46 - $58.47 $90,298 - $118,752
2,031 Added 14.31%
16,226 $734,000
Q2 2022

Jul 19, 2022
SELL
$55.2 - $67.83 $4,857 - $5,969
-88 Reduced 0.62%
14,195 $784,000
Q1 2022

Apr 19, 2022
SELL
$58.39 - $75.24 $7,240 - $9,329
-124 Reduced 0.86%
14,283 $960,000
Q4 2021

Feb 02, 2022
BUY
$69.94 - $76.06 $35,669 - $38,790
510 Added 3.67%
14,407 $1.07 Million
Q3 2021

Oct 13, 2021
SELL
$71.46 - $79.11 $57,596 - $63,762
-806 Reduced 5.48%
13,897 $998,000
Q2 2021

Jul 29, 2021
SELL
$71.04 - $77.82 $426 - $466
-6 Reduced 0.04%
14,703 $1.08 Million
Q1 2021

Apr 20, 2021
SELL
$63.97 - $70.06 $80,730 - $88,415
-1,262 Reduced 7.9%
14,709 $1.02 Million
Q4 2020

Feb 08, 2021
SELL
$50.23 - $64.84 $240,350 - $310,259
-4,785 Reduced 23.05%
15,971 $1.03 Million
Q3 2020

May 24, 2021
SELL
$49.71 - $55.59 $127,555 - $142,643
-2,566 Reduced 11.0%
20,756 $1.1 Million
Q2 2020

May 24, 2021
SELL
$38.78 - $53.28 $67,903 - $93,293
-1,751 Reduced 6.98%
23,322 $1.16 Million
Q1 2020

May 24, 2021
BUY
$35.16 - $65.92 $52,880 - $99,143
1,504 Added 6.38%
25,073 $1.02 Million
Q4 2019

May 24, 2021
BUY
$54.14 - $65.35 $62,098 - $74,956
1,147 Added 5.12%
23,569 $1.54 Million
Q3 2019

May 24, 2021
BUY
$55.58 - $57.84 $80,479 - $83,752
1,448 Added 6.9%
22,422 $1.25 Million
Q2 2019

May 24, 2021
BUY
N/A
1,997 Added 10.52%
20,974 $1.22 Million
Q1 2019

May 24, 2021
BUY
N/A
329 Added 1.76%
18,977 $1.11 Million
Q4 2018

May 24, 2021
BUY
N/A
2,504 Added 15.51%
18,648 $995,000
Q3 2018

May 24, 2021
BUY
N/A
9,522 Added 143.79%
16,144 $1.02 Million
Q2 2018

May 24, 2021
BUY
N/A
638 Added 10.66%
6,622 $432,000
Q1 2018

May 24, 2021
BUY
N/A
5,984 New
5,984 $418,000

Others Institutions Holding DFE

# of Institutions
68
Shares Held
684K
Call Options Held
4.9K
Put Options Held
0
View Full List

About WISDOMTREE TR EUROPE SMALLCAP

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