Global Retirement Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,967 shares of DES stock, worth $64,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,967

Previous 2,096 6.15%

Holding current value

$64,438

Previous $66,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$31.31 - $34.54 $4,038 - $4,455	-129 Reduced 6.15%	1,967 $66,000
Q2 2025 Aug 12, 2025	BUY	$28.02 - $32.37 $34,016 - $39,297	1,214 Added 137.64%	2,096 $66,000
Q4 2024 Jan 31, 2025	SELL	$33.7 - $37.69 $6,301 - $7,048	-187 Reduced 17.49%	882 $30,000
Q2 2024 Jul 23, 2024	SELL	$30.34 - $32.53 $7,524 - $8,067	-248 Reduced 18.83%	1,069 $33,000
Q1 2024 Apr 23, 2024	SELL	$30.25 - $32.68 $15,911 - $17,189	-526 Reduced 28.54%	1,317 $43,000

Q4 2023 Jan 18, 2024	BUY	$26.55 - $32.72 $929 - $1,145	35 Added 1.94%	1,843 $59,000
Q3 2023 Oct 13, 2023	SELL	$27.79 - $30.65 $22,176 - $24,458	-798 Reduced 30.62%	1,808 $50,000
Q2 2023 Jul 20, 2023	BUY	$26.6 - $29.16 $1,117 - $1,224	42 Added 1.64%	2,606 $75,000
Q1 2023 May 05, 2023	BUY	$27.3 - $32.13 $5,405 - $6,361	198 Added 8.37%	2,564 $73,000
Q4 2022 Feb 13, 2023	BUY	$26.29 - $30.5 $52 - $61	2 Added 0.08%	2,366 $67,000
Q3 2022 Nov 03, 2022	SELL	$25.74 - $31.54 $13,333 - $16,337	-518 Reduced 17.97%	2,364 $69,000
Q2 2022 Jul 15, 2022	BUY	$27.57 - $32.14 $82 - $96	3 Added 0.1%	2,882 $81,000
Q1 2022 Jul 14, 2022	BUY	$30.79 - $33.49 $88,644 - $96,417	2,879 New	2,879 $85,000
Q4 2021 Jan 21, 2022	SELL	$30.94 - $33.79 $72,925 - $79,643	-2,357 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$30.22 - $32.27 $16,379 - $17,490	-542 Reduced 18.7%	2,357 $73,000
Q2 2021 Jul 15, 2021	BUY	$31.27 - $33.51 $187 - $201	6 Added 0.21%	2,899 $92,000
Q1 2021 Apr 14, 2021	SELL	$26.31 - $32.55 $13,628 - $16,860	-518 Reduced 15.19%	2,893 $90,000
Q4 2020 Jan 13, 2021	SELL	$21.26 - $26.81 $16,837 - $21,233	-792 Reduced 18.84%	3,411 $91,000
Q3 2020 Oct 09, 2020	SELL	$20.09 - $23.24 $70,736 - $81,828	-3,521 Reduced 45.59%	4,203 $89,000
Q2 2020 Jul 13, 2020	BUY	$16.54 - $23.54 $281 - $400	17 Added 0.22%	7,724 $164,000
Q1 2020 Apr 28, 2020	SELL	$15.92 - $28.87 $137,437 - $249,234	-8,633 Reduced 52.83%	7,707 $139,000
Q4 2019 Jan 23, 2020	SELL	$26.28 - $28.79 $49,117 - $53,808	-1,869 Reduced 10.26%	16,340 $469,000
Q3 2019 Nov 19, 2019	SELL	$26.76 - $27.89 $5,432 - $5,661	-203 Reduced 1.1%	18,209 $498,000
Q2 2019 Nov 19, 2019	BUY	N/A	10,909 Added 145.4%	18,412 $499,000
Q1 2019 May 07, 2019	SELL	N/A	-79 Reduced 1.04%	7,503 $207,000
Q4 2018 Feb 22, 2019	SELL	N/A	-2,715 Reduced 26.37%	7,582 $186,000
Q3 2018 Oct 17, 2018	BUY	N/A	888 Added 9.44%	10,297 $306,000
Q2 2018 Aug 13, 2018	BUY	N/A	6,264 Added 199.17%	9,409 $279,000
Q1 2018 Aug 10, 2018	SELL	N/A	-48 Reduced 1.5%	3,145 $86,000
Q4 2017 Aug 13, 2018	BUY	N/A	2,153 Added 207.02%	3,193 $93,000
Q2 2017 Aug 10, 2018	BUY	N/A	370 Added 55.22%	1,040 $84,000
Q1 2017 Aug 10, 2018	SELL	N/A	-3 Reduced 0.45%	670 $54,000
Q4 2016 Aug 10, 2018	BUY	N/A	673	673 $56,000

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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Global Retirement Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History