Blue Rock Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q3 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 14,249 shares of DES stock, worth $466,797. This represents 0.3% of its overall portfolio holdings.

Number of Shares
14,249
Previous 48,593 70.68%
Holding current value
$466,797
Previous $1.55 Billion 69.1%
% of portfolio
0.3%
Previous 1.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$31.31 - $34.54 $1.08 Million - $1.19 Million
-34,344 Reduced 70.68%
14,249 $480 Million
Q2 2025

Oct 21, 2025
BUY
$28.02 - $32.37 $239,711 - $276,925
8,555 Added 60.04%
22,804 $724 Million
Q1 2025

May 20, 2025
SELL
$31.63 - $35.22 $52,600 - $58,570
-1,663 Reduced 3.31%
48,593 $1.55 Billion
Q4 2024

Feb 14, 2025
BUY
$33.7 - $37.69 $1.69 Million - $1.89 Million
50,256 New
50,256 $1.73 Billion

Others Institutions Holding DES

# of Institutions
383
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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