Hc Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Hc Advisors, LLC

$119 Million
Q4 2024

A detailed history of Hc Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Hc Advisors, LLC holds 188,954 shares of DES stock, worth $6.38 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

188,954

Previous 186,960 1.07%

Holding current value

$6.38 Million

Previous $6.45 Million 0.65%

% of portfolio

5.47%

Previous 5.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$33.7 - $37.69 $67,197 - $75,153	1,994 Added 1.07%	188,954 $6.49 Million
Q3 2024 Nov 05, 2024	BUY	$30.61 - $34.92 $131,561 - $150,086	4,298 Added 2.35%	186,960 $6.45 Million
Q2 2024 Aug 07, 2024	BUY	$30.34 - $32.53 $403,916 - $433,071	13,313 Added 7.86%	182,662 $5.69 Million
Q1 2024 May 13, 2024	BUY	$30.25 - $32.68 $387,653 - $418,794	12,815 Added 8.19%	169,349 $5.53 Million
Q4 2023 Jan 25, 2024	BUY	$26.55 - $32.72 $26,550 - $32,720	1,000 Added 0.64%	156,534 $5.04 Million
Q3 2023 Nov 07, 2023	BUY	$27.79 - $30.65 $193,140 - $213,017	6,950 Added 4.68%	155,534 $4.39 Million
Q2 2023 Aug 10, 2023	SELL	$26.6 - $29.16 $45,220 - $49,572	-1,700 Reduced 1.13%	148,584 $4.28 Million
Q1 2023 May 08, 2023	BUY	$27.3 - $32.13 $180,999 - $213,021	6,630 Added 4.62%	150,284 $4.29 Million
Q4 2022 Feb 08, 2023	SELL	$26.29 - $30.5 $2,497 - $2,897	-95 Reduced 0.07%	143,654 $4.09 Million
Q3 2022 Nov 10, 2022	SELL	$25.74 - $31.54 $72,200 - $88,469	-2,805 Reduced 1.91%	143,749 $3.7 Million
Q2 2022 Aug 08, 2022	BUY	$27.57 - $32.14 $192,162 - $224,015	6,970 Added 4.99%	146,554 $4.14 Million
Q1 2022 May 06, 2022	BUY	$30.79 - $33.49 $174,117 - $189,385	5,655 Added 4.22%	139,584 $4.45 Million
Q4 2021 Feb 02, 2022	BUY	$30.94 - $33.79 $7,425 - $8,109	240 Added 0.18%	133,929 $4.4 Million
Q3 2021 Oct 29, 2021	SELL	$30.22 - $32.27 $870,910 - $929,989	-28,819 Reduced 17.73%	133,689 $4.12 Million
Q2 2021 Aug 09, 2021	SELL	$31.27 - $33.51 $267,045 - $286,175	-8,540 Reduced 4.99%	162,508 $5.18 Million
Q1 2021 May 07, 2021	BUY	$26.31 - $32.55 $135,706 - $167,892	5,158 Added 3.11%	171,048 $5.33 Million
Q4 2020 Feb 08, 2021	BUY	$21.26 - $26.81 $694,351 - $875,614	32,660 Added 24.51%	165,890 $4.41 Million
Q3 2020 Nov 04, 2020	BUY	$20.09 - $23.24 $173,878 - $201,142	8,655 Added 6.95%	133,230 $2.81 Million
Q2 2020 Aug 12, 2020	BUY	$16.54 - $23.54 $2.06 Million - $2.93 Million	124,575 New	124,575 $2.64 Million

Others Institutions Holding DES

# of Institutions

360

Shares Held

31.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hc Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hc Advisors, LLC with notifications on news.

Account