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

Navis Wealth Advisors, LLC

$129 Million
Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 9,691 shares of DES stock, worth $317,477. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,691

Previous 7,175 35.07%

Holding current value

$317,477

Previous $227,000 43.61%

% of portfolio

0.25%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$31.31 - $34.54 $78,775 - $86,902	2,516 Added 35.07%	9,691 $326,000
Q2 2025 Aug 13, 2025	SELL	$28.02 - $32.37 $185,296 - $214,062	-6,613 Reduced 47.96%	7,175 $227,000
Q1 2025 Apr 23, 2025	BUY	$31.63 - $35.22 $56,680 - $63,114	1,792 Added 14.94%	13,788 $440,000
Q4 2024 Jan 21, 2025	BUY	$33.7 - $37.69 $68,175 - $76,246	2,023 Added 20.28%	11,996 $412,000
Q3 2024 Oct 24, 2024	BUY	$30.61 - $34.92 $86,258 - $98,404	2,818 Added 39.39%	9,973 $343,000

Q2 2024 Aug 02, 2024	BUY	$30.34 - $32.53 $16,899 - $18,119	557 Added 8.44%	7,155 $222,000
Q1 2024 Apr 29, 2024	BUY	$30.25 - $32.68 $199,589 - $215,622	6,598 New	6,598 $215,000

Others Institutions Holding DES

# of Institutions

383

Shares Held

30.9M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Navis Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History