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

Bip Wealth, LLC

$2.72 Billion
Q3 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 233,737 shares of DES stock, worth $7.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

233,737

Previous 250,797 6.8%

Holding current value

$7.9 Million

Previous $7.97 Billion 99.9%

% of portfolio

0.29%

Previous 0.49%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$31.31 - $34.54 $534,148 - $589,252	-17,060 Reduced 6.8%	233,737 $7.87 Million
Q2 2025 Jul 31, 2025	BUY	$28.02 - $32.37 $175,433 - $202,668	6,261 Added 2.56%	250,797 $7.97 Billion
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

383

Shares Held

31M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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