Invested Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

Invested Advisors

$68.7 Billion
Q3 2025

A detailed history of Invested Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Invested Advisors holds 36,020 shares of DES stock, worth $1.18 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

36,020

Holding current value

$1.18 Million

% of portfolio

1.77%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$31.31 - $34.54 $1.13 Million - $1.24 Million	36,020 New	36,020 $1.22 Billion

Others Institutions Holding DES

# of Institutions

384

Shares Held

30.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.63M
Shares

$86.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.42M
Shares

$79.3 Million
0.01% of portfolio
Ubs Group Ag

1.63M
Shares

$53.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$52.8 Million
0.02% of portfolio
Creative Planning Overland Park, KS

1.4M
Shares

$46 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Invested Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History