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

Prepared Retirement Institute LLC

  • $175 Billion
  • Q4 2024

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 43,959 shares of DES stock, worth $1.51 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
43,959
Previous 43,806 0.35%
Holding current value
$1.51 Million
Previous $1.51 Billion 0.06%
% of portfolio
0.86%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
360
Shares Held
31.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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  • Ticker DES
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