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 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.34K+ 2.5% |
$106K - $118K
|
137K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.21K+ 24.92% |
$102K - $113K
|
16.1K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 4.68% |
$97.4K - $108K
|
68.9K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.04K+ 21.13% |
$96.3K - $107K
|
17.4K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 18.6% |
$89.1K - $99.2K
|
18K
$559K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.45K+ 223.61% |
$77.6K - $86.4K
|
3.55K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.4K+ 19.32% |
$75.8K - $84.5K
|
14.8K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.33K+ 4.61% |
$73.6K - $82K
|
52.8K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.98K+ 21.81% |
$62.5K - $69.6K
|
11K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.79K+ 14.94% |
$56.7K - $63.1K
|
13.8K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.61K+ 5.84% |
$51K - $56.8K
|
29.2K
$909K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$50.9K - $56.7K
|
1.61K
$50.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.56K+ 17.53% |
$49.4K - $55K
|
10.5K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.5K+ 0.22% |
$47.4K - $52.7K
|
687K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47K+ 0.6% |
$46.5K - $51.8K
|
246K
$7.65M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.27K+ 0.82% |
$40.1K - $44.6K
|
155K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 5.96% |
$39.9K - $44.4K
|
22.4K
$698K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.08K+ 6.75% |
$34.2K - $38.1K
|
17.1K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 0.45% |
$33.4K - $37.2K
|
234K
$7.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.03K+ 4.07% |
$32.6K - $36.3K
|
26.3K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.02K+ 2.58% |
$32.3K - $36K
|
40.6K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
975+ 6.62% |
$30.8K - $34.3K
|
15.7K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
959+ 19.82% |
$30.3K - $33.8K
|
5.8K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
845+ 3.06% |
$26.7K - $29.8K
|
28.5K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
800+ 8.99% |
$25.3K - $28.2K
|
9.7K
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
766+ 2.56% |
$24.2K - $27K
|
30.7K
$956K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
728+ 1.04% |
$23K - $25.6K
|
70.7K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
620+ 4.54% |
$19.6K - $21.8K
|
14.3K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
604+ 4.32% |
$19.1K - $21.3K
|
14.6K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
525+ 10.15% |
$16.6K - $18.5K
|
5.7K
$177K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
468New |
$14.8K - $16.5K
|
468
$14.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
446+ 4.88% |
$14.1K - $15.7K
|
9.58K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
419+ 0.92% |
$13.3K - $14.8K
|
46.2K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
412+ 2.61% |
$13K - $14.5K
|
16.2K
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
410+ 30.53% |
$13K - $14.4K
|
1.75K
$54.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
390+ 0.28% |
$12.3K - $13.7K
|
142K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
388+ 2.41% |
$12.3K - $13.7K
|
16.5K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
386+ 0.7% |
$12.2K - $13.6K
|
55.7K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
353+ 0.98% |
$11.2K - $12.4K
|
36.5K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
346+ 203.53% |
$10.9K - $12.2K
|
516
$16.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
335+ 1.02% |
$10.6K - $11.8K
|
33.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
318New |
$10.1K - $11.2K
|
318
$9.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
310New |
$9.81K - $10.9K
|
310
$9.65K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
287+ 2.57% |
$9.08K - $10.1K
|
11.5K
$357K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
276+ 0.47% |
$8.73K - $9.72K
|
58.9K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
275New |
$8.7K - $9.69K
|
275
$8.56K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
266+ 3.98% |
$8.41K - $9.37K
|
6.95K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
246+ 0.24% |
$7.78K - $8.66K
|
101K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
208+ 0.73% |
$6.58K - $7.33K
|
28.6K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
187+ 0.35% |
$5.91K - $6.59K
|
53.4K
$1.66M
|