Bip Wealth, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Bip Wealth, LLC

$1.53 Trillion
Q1 2025

A detailed history of Bip Wealth, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bip Wealth, LLC holds 244,536 shares of DES stock, worth $7.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

244,536

Previous 224,126 9.11%

Holding current value

$7.5 Million

Previous $7.7 Billion 1.52%

% of portfolio

0.51%

Previous 0.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$31.63 - $35.22 $645,568 - $718,840	20,410 Added 9.11%	244,536 $7.82 Billion
Q4 2024 Feb 14, 2025	BUY	$33.7 - $37.69 $174,296 - $194,932	5,172 Added 2.36%	224,126 $7.7 Billion
Q3 2024 Nov 07, 2024	BUY	$30.61 - $34.92 $544,429 - $621,087	17,786 Added 8.84%	218,954 $7.55 Billion
Q2 2024 Aug 08, 2024	SELL	$30.34 - $32.53 $528,037 - $566,152	-17,404 Reduced 7.96%	201,168 $6.27 Billion
Q1 2024 May 08, 2024	SELL	$30.25 - $32.68 $124,267 - $134,249	-4,108 Reduced 1.84%	218,572 $7.14 Billion
Q4 2023 Feb 02, 2024	BUY	$26.55 - $32.72 $131,714 - $162,323	4,961 Added 2.28%	222,680 $7.16 Billion
Q3 2023 Nov 09, 2023	SELL	$27.79 - $30.65 $882,360 - $973,168	-31,751 Reduced 12.73%	217,719 $6.14 Billion
Q2 2023 Jul 27, 2023	BUY	$26.6 - $29.16 $6,809 - $7,464	256 Added 0.1%	249,470 $7.18 Billion
Q1 2023 May 10, 2023	BUY	$27.3 - $32.13 $6.8 Million - $8.01 Million	249,214 New	249,214 $7.12 Billion

Others Institutions Holding DES

# of Institutions

368

Shares Held

30.4M

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 Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account