United Capital Financial Advisers, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 16,849 shares of DES stock, worth $582,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,849

Previous 17,742 5.03%

Holding current value

$582,301

Previous $552,000 5.25%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$30.61 - $34.92 $27,334 - $31,183	-893 Reduced 5.03%	16,849 $581,000
Q2 2024 Aug 14, 2024	SELL	$30.34 - $32.53 $5.1 Million - $5.46 Million	-167,959 Reduced 90.45%	17,742 $552,000
Q1 2024 May 15, 2024	SELL	$30.25 - $32.68 $3.57 Million - $3.86 Million	-118,089 Reduced 38.87%	185,701 $6.07 Million
Q4 2023 Feb 14, 2024	SELL	$26.55 - $32.72 $22.1 Million - $27.2 Million	-831,039 Reduced 73.23%	303,790 $9.77 Million
Q3 2023 Nov 14, 2023	SELL	$27.79 - $30.65 $294,657 - $324,981	-10,603 Reduced 0.93%	1,134,829 $32 Million
Q2 2023 Aug 14, 2023	BUY	$26.6 - $29.16 $289,780 - $317,669	10,894 Added 0.96%	1,145,432 $33 Million
Q1 2023 Aug 14, 2023	SELL	$27.3 - $32.13 $297,406 - $350,024	-10,894 Reduced 0.95%	1,134,538 $32.4 Million
Q1 2023 May 15, 2023	BUY	$27.3 - $32.13 $96,123 - $113,129	3,521 Added 0.31%	1,134,538 $32.4 Million
Q4 2022 Feb 14, 2023	BUY	$26.29 - $30.5 $465,595 - $540,155	17,710 Added 1.59%	1,131,017 $32.2 Million
Q3 2022 Nov 14, 2022	BUY	$25.74 - $31.54 $343,500 - $420,901	13,345 Added 1.21%	1,113,307 $28.7 Million
Q2 2022 Aug 11, 2022	BUY	$27.57 - $32.14 $52,851 - $61,612	1,917 Added 0.17%	1,099,962 $31 Million
Q1 2022 May 16, 2022	BUY	$30.79 - $33.49 $665,279 - $723,618	21,607 Added 2.01%	1,098,045 $35 Million
Q4 2021 Feb 14, 2022	BUY	$30.94 - $33.79 $355,314 - $388,044	11,484 Added 1.08%	1,076,438 $35.4 Million
Q3 2021 Nov 15, 2021	BUY	$30.22 - $32.27 $504,432 - $538,650	16,692 Added 1.59%	1,064,954 $32.8 Million
Q2 2021 Aug 13, 2021	BUY	$31.27 - $33.51 $1.32 Million - $1.41 Million	42,126 Added 4.19%	1,048,262 $33.4 Million
Q1 2021 May 14, 2021	BUY	$26.31 - $32.55 $198,719 - $245,850	7,553 Added 0.76%	1,006,136 $31.3 Million
Q4 2020 Feb 17, 2021	BUY	$21.26 - $26.81 $247,891 - $312,604	11,660 Added 1.18%	998,583 $26.6 Million
Q3 2020 Nov 13, 2020	SELL	$20.09 - $23.24 $529,692 - $612,745	-26,366 Reduced 2.6%	986,923 $20.8 Million
Q2 2020 Aug 13, 2020	BUY	$16.54 - $23.54 $147,255 - $209,576	8,903 Added 0.89%	1,013,289 $21.5 Million
Q1 2020 May 15, 2020	BUY	$15.92 - $28.87 $745,915 - $1.35 Million	46,854 Added 4.89%	1,004,386 $18.1 Million
Q4 2019 Feb 14, 2020	BUY	$26.28 - $28.79 $873,310 - $956,720	33,231 Added 3.6%	957,532 $27.5 Million
Q3 2019 Nov 14, 2019	BUY	$26.76 - $27.89 $610,823 - $636,617	22,826 Added 2.53%	924,301 $25.3 Million
Q2 2019 Aug 13, 2019	BUY	N/A	12,894 Added 1.45%	901,475 $24.4 Million
Q1 2019 May 14, 2019	BUY	N/A	10,934 Added 1.25%	888,581 $24.5 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,518 Added 1.33%	877,647 $21.5 Million
Q3 2018 Nov 14, 2018	BUY	N/A	3,997 Added 0.46%	866,129 $25.7 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-15,187 Reduced 1.73%	862,132 $25.6 Million
Q1 2018 May 15, 2018	SELL	N/A	-2,779 Reduced 0.32%	877,319 $24 Million
Q4 2017 Feb 13, 2018	BUY	N/A	586,334 Added 199.59%	880,098 $25.6 Million
Q3 2017 Nov 14, 2017	BUY	N/A	3,492 Added 1.2%	293,764 $24.7 Million
Q2 2017 Aug 14, 2017	BUY	N/A	290,272	290,272 $23.4 Million

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

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United Capital Financial Advisers, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History