Better Money Decisions, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Better Money Decisions, LLC

$149 Million
Q1 2025

A detailed history of Better Money Decisions, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Better Money Decisions, LLC holds 9,580 shares of DES stock, worth $283,089. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,580

Previous 9,134 4.88%

Holding current value

$283,089

Previous $313,000 2.56%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$31.63 - $35.22 $14,106 - $15,708	446 Added 4.88%	9,580 $305,000
Q4 2024 Jan 24, 2025	BUY	$33.7 - $37.69 $307,815 - $344,260	9,134 New	9,134 $313,000
Q4 2022 Feb 14, 2023	BUY	$26.29 - $30.5 $198,515 - $230,305	7,551 New	7,551 $214,000
Q1 2022 May 13, 2022	SELL	$30.79 - $33.49 $30 - $33	-1 Reduced 0.01%	7,035 $224,000
Q4 2021 Feb 14, 2022	BUY	$30.94 - $33.79 $75,369 - $82,312	2,436 Added 52.96%	7,036 $231,000
Q3 2021 Oct 28, 2021	BUY	$30.22 - $32.27 $24,176 - $25,816	800 Added 21.05%	4,600 $142,000
Q2 2021 Jul 22, 2021	BUY	$31.27 - $33.51 $118,826 - $127,337	3,800 New	3,800 $121,000

Others Institutions Holding DES

# of Institutions

362

Shares Held

31.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Better Money Decisions, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History