New Insight Wealth Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History

New Insight Wealth Advisors

$266 Billion
Q3 2025

A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, New Insight Wealth Advisors holds 9,229 shares of DES stock, worth $302,342. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,229

Previous 11,644 20.74%

Holding current value

$302,342

Previous $370 Million 15.95%

% of portfolio

0.12%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$31.31 - $34.54 $75,613 - $83,414	-2,415 Reduced 20.74%	9,229 $311 Million
Q2 2025 Jul 16, 2025	SELL	$28.02 - $32.37 $113,677 - $131,325	-4,057 Reduced 25.84%	11,644 $370 Million
Q1 2025 Apr 30, 2025	BUY	$31.63 - $35.22 $30,839 - $34,339	975 Added 6.62%	15,701 $502 Million
Q4 2024 Feb 07, 2025	BUY	$33.7 - $37.69 $252,480 - $282,373	7,492 Added 103.57%	14,726 $506 Million
Q3 2024 Nov 13, 2024	BUY	$30.61 - $34.92 $3,061 - $3,492	100 Added 1.4%	7,234 $250 Million

Q2 2024 Aug 15, 2024	SELL	$30.34 - $32.53 $16,383 - $17,566	-540 Reduced 7.04%	7,134 $222 Million
Q1 2024 May 08, 2024	BUY	$30.25 - $32.68 $40,081 - $43,301	1,325 Added 20.87%	7,674 $251 Million
Q4 2023 May 08, 2024	BUY	$26.55 - $32.72 $168,565 - $207,739	6,349 New	6,349 $204 Million

Others Institutions Holding DES

# of Institutions

384

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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New Insight Wealth Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History