Prepared Retirement Institute LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Prepared Retirement Institute LLC

$170 Billion
Q2 2025

A detailed history of Prepared Retirement Institute LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 15,496 shares of DES stock, worth $508,578. This represents 0.29% of its overall portfolio holdings.

Number of Shares

15,496

Previous 23,375 33.71%

Holding current value

$508,578

Previous $747 Million 34.12%

% of portfolio

0.29%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$28.02 - $32.37 $220,769 - $255,043	-7,879 Reduced 33.71%	15,496 $492 Million
Q1 2025 May 01, 2025	SELL	$31.63 - $35.22 $651,071 - $724,968	-20,584 Reduced 46.83%	23,375 $747 Million
Q4 2024 Feb 13, 2025	BUY	$33.7 - $37.69 $5,156 - $5,766	153 Added 0.35%	43,959 $1.51 Billion
Q3 2024 Feb 13, 2025	SELL	$30.61 - $34.92 $44,629 - $50,913	-1,458 Reduced 3.22%	43,806 $1.51 Billion
Q2 2024 Feb 13, 2025	SELL	$30.34 - $32.53 $53,003 - $56,829	-1,747 Reduced 3.72%	45,264 $1.41 Billion
Q1 2024 Feb 13, 2025	SELL	$30.25 - $32.68 $114,435 - $123,628	-3,783 Reduced 7.45%	47,011 $1.54 Billion
Q4 2023 Feb 13, 2025	BUY	$26.55 - $32.72 $1.35 Million - $1.66 Million	50,794 New	50,794 $1.63 Billion

Others Institutions Holding DES

# of Institutions

374

Shares Held

30.7M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prepared Retirement Institute LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prepared Retirement Institute LLC with notifications on news.

Account

Prepared Retirement Institute LLC Wisdomtree Tr U.S. Smallcap Di Transaction History