Mc Namara Financial Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Mc Namara Financial Services, Inc.

  • $459 Million
  • Q1 2025

A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 11,032 shares of DES stock, worth $328,312. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,032
Previous 9,057 21.81%
Holding current value
$328,312
Previous $311,000 13.18%
% of portfolio
0.08%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$31.63 - $35.22 $62,469 - $69,559
1,975 Added 21.81%
11,032 $352,000
Q4 2024

Jan 24, 2025
SELL
$33.7 - $37.69 $99,516 - $111,298
-2,953 Reduced 24.59%
9,057 $311,000
Q3 2024

Oct 10, 2024
SELL
$30.61 - $34.92 $12,672 - $14,456
-414 Reduced 3.33%
12,010 $414,000
Q2 2024

Aug 01, 2024
BUY
$30.34 - $32.53 $16,049 - $17,208
529 Added 4.45%
12,424 $387,000
Q1 2024

Apr 15, 2024
SELL
$30.25 - $32.68 $52,998 - $57,255
-1,752 Reduced 12.84%
11,895 $388,000
Q4 2023

Jan 29, 2024
BUY
$26.55 - $32.72 $2,655 - $3,272
100 Added 0.74%
13,647 $439,000
Q3 2023

Oct 10, 2023
BUY
$27.79 - $30.65 $166 - $183
6 Added 0.04%
13,547 $382,000
Q2 2023

Jul 20, 2023
BUY
$26.6 - $29.16 $17,662 - $19,362
664 Added 5.16%
13,541 $389,000
Q1 2023

Apr 10, 2023
SELL
$27.3 - $32.13 $70,570 - $83,056
-2,585 Reduced 16.72%
12,877 $367,000
Q4 2022

Jan 19, 2023
BUY
$26.29 - $30.5 $11,173 - $12,962
425 Added 2.83%
15,462 $0
Q3 2022

Oct 28, 2022
BUY
$25.74 - $31.54 $51,943 - $63,647
2,018 Added 15.5%
15,037 $387,000
Q2 2022

Jul 13, 2022
BUY
$27.57 - $32.14 $40,665 - $47,406
1,475 Added 12.78%
13,019 $367,000
Q1 2022

May 02, 2022
BUY
$30.79 - $33.49 $39,873 - $43,369
1,295 Added 12.64%
11,544 $368,000
Q4 2021

Jan 24, 2022
BUY
$30.94 - $33.79 $41,521 - $45,346
1,342 Added 15.07%
10,249 $337,000
Q3 2021

Oct 22, 2021
BUY
$30.22 - $32.27 $42,428 - $45,307
1,404 Added 18.71%
8,907 $275,000
Q2 2021

Aug 04, 2021
BUY
$31.27 - $33.51 $234,618 - $251,425
7,503 New
7,503 $239,000

Others Institutions Holding DES

# of Institutions
362
Shares Held
31.4M
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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