Madrona Financial Services, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Madrona Financial Services, LLC

  • $419 Million
  • Q3 2025

A detailed history of Madrona Financial Services, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Madrona Financial Services, LLC holds 6,192 shares of DES stock, worth $202,849. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,192
Holding current value
$202,849
% of portfolio
0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$31.31 - $34.54 $193,871 - $213,871
6,192 New
6,192 $208,000
Q3 2024

Oct 17, 2024
BUY
$30.61 - $34.92 $181,456 - $207,005
5,928 New
5,928 $204,000
Q4 2023

Jan 25, 2024
SELL
$26.55 - $32.72 $36,798 - $45,349
-1,386 Reduced 16.25%
7,145 $229,000
Q2 2023

Jul 17, 2023
SELL
$26.6 - $29.16 $34,260 - $37,558
-1,288 Reduced 13.12%
8,531 $245,000
Q1 2023

May 11, 2023
BUY
$27.3 - $32.13 $34,070 - $40,098
1,248 Added 14.56%
9,819 $280,000
Q4 2022

Jan 18, 2023
SELL
$26.29 - $30.5 $10,489 - $12,169
-399 Reduced 4.45%
8,571 $0
Q3 2022

Oct 14, 2022
SELL
$25.74 - $31.54 $6,692 - $8,200
-260 Reduced 2.82%
8,970 $231,000
Q4 2021

Feb 10, 2022
BUY
$30.94 - $33.79 $13,458 - $14,698
435 Added 4.95%
9,230 $303,000
Q3 2021

Nov 08, 2021
BUY
$30.22 - $32.27 $265,784 - $283,814
8,795 New
8,795 $271,000
Q1 2020

Apr 30, 2020
SELL
$15.92 - $28.87 $144,314 - $261,706
-9,065 Closed
0 $0
Q3 2019

Nov 08, 2019
BUY
$26.76 - $27.89 $669 - $697
25 Added 0.28%
9,065 $248,000
Q2 2019

Jul 25, 2019
BUY
N/A
9,040 New
9,040 $245,000

Others Institutions Holding DES

# of Institutions
383
Shares Held
30.9M
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
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