Principle Wealth Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,170 shares of DES stock, worth $593,395. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,170

Previous 17,245 0.43%

Holding current value

$593,395

Previous $537,000 10.24%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$30.61 - $34.92 $2,295 - $2,619	-75 Reduced 0.43%	17,170 $592,000
Q2 2024 Aug 13, 2024	SELL	$30.34 - $32.53 $60,528 - $64,897	-1,995 Reduced 10.37%	17,245 $537,000
Q4 2023 Feb 05, 2024	SELL	$26.55 - $32.72 $5,734 - $7,067	-216 Reduced 1.11%	19,240 $618,000
Q2 2023 Jul 31, 2023	BUY	$26.6 - $29.16 $9,310 - $10,206	350 Added 1.83%	19,456 $560,000
Q2 2022 Aug 02, 2022	SELL	$27.57 - $32.14 $42,816 - $49,913	-1,553 Reduced 7.52%	19,106 $539,000
Q1 2022 May 12, 2022	SELL	$30.79 - $33.49 $118,726 - $129,137	-3,856 Reduced 15.73%	20,659 $658,000
Q4 2021 Feb 11, 2022	BUY	$30.94 - $33.79 $76,452 - $83,495	2,471 Added 11.21%	24,515 $806,000
Q3 2021 Nov 16, 2021	BUY	$30.22 - $32.27 $241 - $258	8 Added 0.04%	22,044 $680,000
Q2 2021 Aug 13, 2021	BUY	$31.27 - $33.51 $156 - $167	5 Added 0.02%	22,036 $703,000
Q1 2021 May 18, 2021	BUY	$26.31 - $32.55 $63,196 - $78,185	2,402 Added 12.24%	22,031 $686,000
Q4 2020 Feb 16, 2021	BUY	$21.26 - $26.81 $417,312 - $526,253	19,629 New	19,629 $522,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Principle Wealth Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History