Lpl Financial LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Lpl Financial LLC holds 2,231,066 shares of DES stock, worth $75.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,231,066
Previous 2,195,071 1.64%
Holding current value
$75.3 Million
Previous $75.7 Million 1.23%
% of portfolio
0.03%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$33.7 - $37.69 $1.21 Million - $1.36 Million
35,995 Added 1.64%
2,231,066 $76.6 Million
Q3 2024

Nov 08, 2024
BUY
$30.61 - $34.92 $16.8 Million - $19.2 Million
549,878 Added 33.42%
2,195,071 $75.7 Million
Q2 2024

Aug 07, 2024
BUY
$30.34 - $32.53 $76,669 - $82,203
2,527 Added 0.15%
1,645,193 $51.2 Million
Q1 2024

May 10, 2024
SELL
$30.25 - $32.68 $2.68 Million - $2.89 Million
-88,524 Reduced 5.11%
1,642,666 $53.7 Million
Q4 2023

Feb 14, 2024
SELL
$26.55 - $32.72 $643,651 - $793,230
-24,243 Reduced 1.38%
1,731,190 $55.7 Million
Q3 2023

Nov 13, 2023
SELL
$27.79 - $30.65 $503,026 - $554,795
-18,101 Reduced 1.02%
1,755,433 $49.5 Million
Q2 2023

Jul 31, 2023
BUY
$26.6 - $29.16 $2.67 Million - $2.93 Million
100,507 Added 6.01%
1,773,534 $51.1 Million
Q1 2023

May 10, 2023
SELL
$27.3 - $32.13 $2.16 Million - $2.54 Million
-79,140 Reduced 4.52%
1,673,027 $47.8 Million
Q4 2022

Feb 07, 2023
BUY
$26.29 - $30.5 $5.49 Million - $6.37 Million
208,937 Added 13.54%
1,752,167 $49.8 Million
Q3 2022

Nov 14, 2022
BUY
$25.74 - $31.54 $4.59 Million - $5.63 Million
178,375 Added 13.07%
1,543,230 $39.7 Million
Q2 2022

Aug 12, 2022
BUY
$27.57 - $32.14 $2.11 Million - $2.46 Million
76,421 Added 5.93%
1,364,855 $38.5 Million
Q1 2022

May 16, 2022
BUY
$30.79 - $33.49 $1.53 Million - $1.66 Million
49,530 Added 4.0%
1,288,434 $41.1 Million
Q4 2021

Feb 14, 2022
BUY
$30.94 - $33.79 $1.13 Million - $1.23 Million
36,521 Added 3.04%
1,238,904 $40.7 Million
Q3 2021

Nov 15, 2021
SELL
$30.22 - $32.27 $1.31 Million - $1.4 Million
-43,351 Reduced 3.48%
1,202,383 $37.1 Million
Q2 2021

Aug 13, 2021
BUY
$31.27 - $33.51 $5.1 Million - $5.46 Million
163,072 Added 15.06%
1,245,734 $39.7 Million
Q1 2021

May 14, 2021
BUY
$26.31 - $32.55 $2.04 Million - $2.52 Million
77,516 Added 7.71%
1,082,662 $33.7 Million
Q4 2020

Feb 12, 2021
BUY
$21.26 - $26.81 $294,280 - $371,104
13,842 Added 1.4%
1,005,146 $26.7 Million
Q3 2020

Nov 09, 2020
SELL
$20.09 - $23.24 $330,701 - $382,553
-16,461 Reduced 1.63%
991,304 $20.9 Million
Q2 2020

Aug 13, 2020
BUY
$16.54 - $23.54 $1.39 Million - $1.97 Million
83,746 Added 9.06%
1,007,765 $21.3 Million
Q1 2020

May 14, 2020
SELL
$15.92 - $28.87 $2.36 Million - $4.28 Million
-148,402 Reduced 13.84%
924,019 $16.7 Million
Q4 2019

Feb 14, 2020
BUY
$26.28 - $28.79 $3.43 Million - $3.76 Million
130,687 Added 13.88%
1,072,421 $30.8 Million
Q3 2019

Nov 13, 2019
SELL
$26.76 - $27.89 $437,526 - $456,001
-16,350 Reduced 1.71%
941,734 $25.8 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-538,118 Reduced 35.97%
958,084 $26 Million
Q1 2019

May 08, 2019
BUY
N/A
81,626 Added 5.77%
1,496,202 $41.2 Million
Q4 2018

Feb 07, 2019
BUY
N/A
79,581 Added 5.96%
1,414,576 $34.7 Million
Q3 2018

Nov 14, 2018
BUY
N/A
170,334 Added 14.63%
1,334,995 $39.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
58,986 Added 5.33%
1,164,661 $34.5 Million
Q1 2018

May 15, 2018
BUY
N/A
134,785 Added 13.88%
1,105,675 $30.3 Million
Q4 2017

Feb 14, 2018
BUY
N/A
684,418 Added 238.91%
970,890 $28.2 Million
Q3 2017

Nov 14, 2017
BUY
N/A
5,834 Added 2.08%
286,472 $24.1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
280,638
280,638 $22.6 Million

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email