Great Diamond Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Great Diamond Partners, LLC

$387 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$27.3 - $32.13 $15,506 - $18,249	-568 Reduced 1.64%	34,013 $971,000
Q4 2022 Feb 01, 2023	SELL	$26.29 - $30.5 $4,758 - $5,520	-181 Reduced 0.52%	34,581 $983,000
Q3 2022 Oct 24, 2022	SELL	$25.74 - $31.54 $14,234 - $17,441	-553 Reduced 1.57%	34,762 $894,000
Q2 2022 Jul 26, 2022	SELL	$27.57 - $32.14 $303 - $353	-11 Reduced 0.03%	35,315 $996,000
Q1 2022 May 05, 2022	SELL	$30.79 - $33.49 $15,395 - $16,745	-500 Reduced 1.4%	35,326 $1.13 Million
Q4 2021 Jan 26, 2022	BUY	$30.94 - $33.79 $53,897 - $58,862	1,742 Added 5.11%	35,826 $1.18 Million
Q3 2021 Oct 21, 2021	BUY	$30.22 - $32.27 $15,533 - $16,586	514 Added 1.53%	34,084 $1.05 Million
Q2 2021 Jul 26, 2021	BUY	$31.27 - $33.51 $192,154 - $205,918	6,145 Added 22.41%	33,570 $1.07 Million
Q1 2021 May 04, 2021	BUY	$26.31 - $32.55 $721,551 - $892,683	27,425 New	27,425 $854,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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