Purchases and Sales Made in Q1 2025 in Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S. SMALLCAP DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
211K+ 132.12% |
$6.69M - $7.45M
|
372K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
132KNew |
$4.19M - $4.66M
|
132K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 37.65% |
$3.74M - $4.16M
|
432K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 12.41% |
$3.35M - $3.73M
|
959K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81.3K+ 394.5% |
$2.57M - $2.86M
|
102K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
79.7KNew |
$2.52M - $2.81M
|
79.7K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.5K+ 10.31% |
$1.75M - $1.95M
|
594K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.1K+ 33.63% |
$1.62M - $1.8M
|
203K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.1K+ 14.39% |
$1.21M - $1.34M
|
303K
$9.43M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
34KNew |
$1.08M - $1.2M
|
34K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8KNew |
$976K - $1.09M
|
30.8K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.5K+ 121.84% |
$902K - $1M
|
51.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$883K - $983K
|
27.9K
$869K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 31.2% |
$849K - $946K
|
113K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.4K+ 9.11% |
$646K - $719K
|
245K
$7.61M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
20.2K+ 13.96% |
$639K - $712K
|
165K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
19.9K+ 13.02% |
$631K - $702K
|
173K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$575K - $640K
|
18.2K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
16.8KNew |
$532K - $592K
|
16.8K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6KNew |
$524K - $583K
|
16.6K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6K+ 72.08% |
$430K - $479K
|
32.5K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.4K+ 1.26% |
$425K - $473K
|
1.08M
$33.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 24.57% |
$398K - $443K
|
63.7K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.1K+ 59.48% |
$382K - $425K
|
32.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.9KNew |
$343K - $382K
|
10.9K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8K+ 8.3% |
$343K - $382K
|
142K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4KNew |
$330K - $367K
|
10.4K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.4KNew |
$328K - $365K
|
10.4K
$323K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 10.43% |
$322K - $358K
|
108K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.1K+ 101070.0% |
$320K - $356K
|
10.1K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.76K+ 0.57% |
$309K - $344K
|
1.73M
$53.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.55K+ 3.31% |
$302K - $336K
|
298K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.11K+ 69.55% |
$288K - $321K
|
22.2K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
8.56K+ 13.72% |
$271K - $301K
|
70.9K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.89KNew |
$249K - $278K
|
7.89K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.23K+ 73.06% |
$229K - $255K
|
17.1K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.14K+ 23.27% |
$226K - $251K
|
37.8K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.6KNew |
$209K - $233K
|
6.6K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.59K+ 4.04% |
$208K - $232K
|
170K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.5KNew |
$205K - $229K
|
6.5K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.05K+ 3.52% |
$191K - $213K
|
178K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.36K+ 33.73% |
$169K - $189K
|
21.2K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.18K+ 1.52% |
$164K - $182K
|
346K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.12K+ 4.48% |
$162K - $180K
|
119K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.01K+ 50.55% |
$159K - $177K
|
14.9K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
4.88K+ 2.58% |
$154K - $172K
|
194K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.7K+ 4.79% |
$149K - $166K
|
103K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.62K+ 8.36% |
$146K - $163K
|
59.9K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.4K+ 37.79% |
$139K - $155K
|
16.1K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.84K+ 4.13% |
$122K - $135K
|
96.8K
$3.01M
|