United Advisor Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, United Advisor Group, LLC holds 36,833 shares of DES stock, worth $1.21 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

36,833

Previous 36,906 0.2%

Holding current value

$1.21 Million

Previous $1.17 Million 5.8%

% of portfolio

0.18%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$31.31 - $34.54 $2,285 - $2,521	-73 Reduced 0.2%	36,833 $1.24 Million
Q2 2025 Aug 11, 2025	BUY	$28.02 - $32.37 $9,666 - $11,167	345 Added 0.94%	36,906 $1.17 Million
Q1 2025 Apr 21, 2025	SELL	$31.63 - $35.22 $1,802 - $2,007	-57 Reduced 0.16%	36,561 $1.17 Million
Q4 2024 Feb 24, 2025	SELL	$33.7 - $37.69 $80,307 - $89,815	-2,383 Reduced 6.11%	36,618 $1.26 Million
Q3 2024 Oct 30, 2024	BUY	$30.61 - $34.92 $18,610 - $21,231	608 Added 1.58%	39,001 $1.35 Million

Q2 2024 Aug 08, 2024	BUY	$30.34 - $32.53 $148,787 - $159,527	4,904 Added 14.64%	38,393 $1.2 Million
Q1 2024 May 14, 2024	BUY	$30.25 - $32.68 $1.01 Million - $1.09 Million	33,489 New	33,489 $1.09 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

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United Advisor Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History