Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 46,454 shares of DES stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,454
Previous 35,481 30.93%
Holding current value
$1.61 Million
Previous $1.11 Million 44.98%
% of portfolio
0.02%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$30.61 - $34.92 $335,883 - $383,177
10,973 Added 30.93%
46,454 $1.6 Million
Q2 2024

Aug 08, 2024
BUY
$30.34 - $32.53 $26,062 - $27,943
859 Added 2.48%
35,481 $1.11 Million
Q1 2024

May 15, 2024
BUY
$30.25 - $32.68 $352,110 - $380,395
11,640 Added 50.65%
34,622 $1.13 Million
Q4 2023

Feb 12, 2024
BUY
$26.55 - $32.72 $20,045 - $24,703
755 Added 3.4%
22,982 $739,000
Q3 2023

Nov 13, 2023
SELL
$27.79 - $30.65 $22,982 - $25,347
-827 Reduced 3.59%
22,227 $626,000
Q1 2023

May 15, 2023
SELL
$27.3 - $32.13 $1,365 - $1,606
-50 Reduced 0.22%
23,054 $658,000
Q4 2022

Feb 15, 2023
BUY
$26.29 - $30.5 $43,352 - $50,294
1,649 Added 7.69%
23,104 $657,000
Q2 2022

Aug 04, 2022
SELL
$27.57 - $32.14 $25,005 - $29,150
-907 Reduced 4.06%
21,455 $605,000
Q1 2022

May 02, 2022
BUY
$30.79 - $33.49 $16,934 - $18,419
550 Added 2.52%
22,362 $713,000
Q4 2021

Feb 08, 2022
BUY
$30.94 - $33.79 $124,533 - $136,004
4,025 Added 22.63%
21,812 $717,000
Q3 2021

Nov 12, 2021
BUY
$30.22 - $32.27 $18,132 - $19,362
600 Added 3.49%
17,787 $548,000
Q2 2021

Aug 13, 2021
SELL
$31.27 - $33.51 $1.88 Million - $2.01 Million
-60,131 Reduced 77.77%
17,187 $548,000
Q1 2021

May 14, 2021
BUY
$26.31 - $32.55 $1.58 Million - $1.95 Million
60,028 Added 347.18%
77,318 $0
Q4 2020

Feb 11, 2021
BUY
$21.26 - $26.81 $12,756 - $16,086
600 Added 3.59%
17,290 $460,000
Q3 2020

Oct 30, 2020
SELL
$20.09 - $23.24 $30,135 - $34,860
-1,500 Reduced 8.25%
16,690 $352,000
Q2 2020

Aug 06, 2020
SELL
$16.54 - $23.54 $39,662 - $56,448
-2,398 Reduced 11.65%
18,190 $385,000
Q1 2020

Apr 29, 2020
SELL
$15.92 - $28.87 $1.06 Million - $1.93 Million
-66,729 Reduced 76.42%
20,588 $370,000
Q4 2019

Jan 17, 2020
BUY
$26.28 - $28.79 $9,907 - $10,853
377 Added 0.43%
87,317 $2.5 Million
Q3 2019

Oct 30, 2019
BUY
$26.76 - $27.89 $474,321 - $494,350
17,725 Added 25.61%
86,940 $2.38 Million
Q2 2019

Jul 25, 2019
BUY
N/A
4,897 Added 7.61%
69,215 $1.88 Million
Q1 2019

Apr 30, 2019
BUY
N/A
55,580 Added 636.07%
64,318 $1.77 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-2,246 Reduced 20.45%
8,738 $214,000
Q3 2018

Oct 23, 2018
SELL
N/A
-408 Reduced 3.58%
10,984 $326,000
Q2 2018

Jul 20, 2018
BUY
N/A
8,295 Added 267.84%
11,392 $338,000
Q1 2018

Apr 20, 2018
BUY
N/A
5 Added 0.16%
3,097 $84,000
Q4 2017

Jan 19, 2018
BUY
N/A
2,065 Added 201.07%
3,092 $89,000
Q3 2017

Nov 22, 2017
BUY
N/A
3 Added 0.29%
1,027 $86,000
Q2 2017

Nov 22, 2017
BUY
N/A
2 Added 0.2%
1,024 $82,000
Q1 2017

Nov 22, 2017
BUY
N/A
1,022
1,022 $82,000

Others Institutions Holding DES

# of Institutions
351
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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