Purchases and Sales Made in Q1 2025 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

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
Us Bancorp \De\

BUY
 -
185
+ 3.77%
$5.85K - $6.52K
5.09K $158K
Apr 30, 2025 Q1 2025
Financial Gravity Asset Management, Inc.

BUY
 -
166
New
$5.25K - $5.85K
166 $5.17K
Apr 21, 2025 Q1 2025
Evanson Asset Management, LLC

BUY
 -
160
+ 0.17%
$5.06K - $5.64K
92.4K $2.88M
Apr 22, 2025 Q1 2025
Inlight Wealth Management, LLC

Atlanta, GA
BUY
 -
150
New
$4.74K - $5.28K
150 $4.67K
Apr 17, 2025 Q1 2025
Vicus Capital

State College, PA
BUY
 -
147
+ 0.76%
$4.65K - $5.18K
19.4K $605K
May 12, 2025 Q1 2025
Dagco, Inc.

BUY
 -
142
New
$4.49K - $5K
142 $4.42K
Apr 08, 2025 Q1 2025
180 Wealth Advisors, LLC

BUY
 -
135
+ 0.23%
$4.27K - $4.75K
58.2K $1.81M
May 08, 2025 Q1 2025
First National Trust CO

BUY
 -
134
+ 1.26%
$4.24K - $4.72K
10.7K $334K
May 12, 2025 Q1 2025
Bristlecone Advisors, LLC

BUY
 -
132
+ 0.57%
$4.18K - $4.65K
23.4K $728K
May 01, 2025 Q1 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
121
+ 0.73%
$3.83K - $4.26K
16.7K $520K
May 06, 2025 Q1 2025
Ae Wealth Management LLC

BUY
 -
97
+ 2.9%
$3.07K - $3.42K
3.45K $107K
May 14, 2025 Q1 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
84
+ 0.02%
$2.66K - $2.96K
339K $10.6M
Apr 28, 2025 Q1 2025
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
83
+ 0.97%
$2.63K - $2.92K
8.61K $268K
Apr 17, 2025 Q1 2025
Marathon Strategic Advisors, LLC

Pittsburgh, PA
BUY
 -
81
+ 0.14%
$2.56K - $2.85K
59.4K $1.85M
Apr 22, 2025 Q1 2025
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
78
+ 0.19%
$2.47K - $2.75K
41K $1.28M
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
75
+ 101.35%
$2.37K - $2.64K
149 $4.64K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
71
+ 1.76%
$2.25K - $2.5K
4.1K $128K
May 15, 2025 Q1 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
51
+ 0.39%
$1.61K - $1.8K
13.2K $411K
May 15, 2025 Q1 2025
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
49
+ 0.51%
$1.55K - $1.73K
9.71K $302K
Apr 09, 2025 Q1 2025
Inspirion Wealth Advisors, LLC

BUY
 -
41
+ 0.09%
$1.3K - $1.44K
43.8K $1.36M
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
28
+ 1.13%
$886 - $986
2.5K $77.9K
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
22
+ 1.59%
$696 - $775
1.41K $43.8K
Apr 21, 2025 Q1 2025
Marino, Stram & Associates LLC

BUY
 -
18
+ 0.09%
$569 - $634
20.1K $624K
Apr 28, 2025 Q1 2025
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
17
New
$538 - $599
17 $529
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
16
+ 8.74%
$506 - $564
199 $6.19K
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

BUY
 -
11
New
$348 - $387
11 $342
Apr 24, 2025 Q1 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
7
+ 0.58%
$221 - $247
1.22K $38K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
7
+ 0.47%
$221 - $247
1.5K $46.6K
Apr 29, 2025 Q1 2025
Huntleigh Advisors, Inc.

St. Louis, MO
BUY
 -
5
+ 0.06%
$158 - $176
8.9K $277K
May 02, 2025 Q1 2025
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
4
+ 0.04%
$127 - $141
11K $342K
Apr 25, 2025 Q1 2025
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
3
+ 0.41%
$94.9 - $106
730 $22.7K
May 14, 2025 Q1 2025
Smith, Moore & Co.

Clayton, MO
BUY
 -
2
+ 0.01%
$63.3 - $70.4
25.6K $797K
May 14, 2025 Q1 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
2
+ 4.08%
$63.3 - $70.4
51 $1.59K
May 16, 2025 Q1 2025
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
2
New
$63.3 - $70.4
2 $62.2
Apr 25, 2025 Q1 2025
Waterfront Wealth Inc.

BUY
 -
1
+ 0.0%
$31.6 - $35.2
34.7K $1.08M
May 13, 2025 Q1 2025
Wrenne Financial Planning LLC

Lexington, KY
SELL
 -
-1
- 0.02%
$31.6 - $35.2
6.5K $202K
May 14, 2025 Q1 2025
Reap Financial Group, LLC

Austin, TX
SELL
 -
-3
- 3.16%
$94.9 - $106
92 $2.86K
May 08, 2025 Q1 2025
Clearwater Capital Advisors, LLC

SELL
 -
-10
- 0.04%
$316 - $352
23.2K $721K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

SELL
 -
-17
- 0.33%
$538 - $599
5.2K $162K
Apr 29, 2025 Q1 2025
Sharper & Granite LLC

El Segundo, CA
SELL
 -
-25
- 0.11%
$791 - $881
23.1K $718K
Apr 28, 2025 Q1 2025
Axis Wealth Partners, LLC

East Providence, RI
SELL
 -
-39
- 0.58%
$1.23K - $1.37K
6.68K $208K
Apr 21, 2025 Q1 2025
Plimoth Trust CO LLC

SELL
 -
-40
- 0.43%
$1.27K - $1.41K
9.33K $290K
Apr 08, 2025 Q1 2025
Mirador Capital Partners LP

SELL
 -
-41
- 0.61%
$1.3K - $1.44K
6.73K $209K
Apr 21, 2025 Q1 2025
United Advisor Group, LLC

Cincinnati, OH
SELL
 -
-57
- 0.16%
$1.8K - $2.01K
36.6K $1.14M
May 15, 2025 Q1 2025
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-62
- 0.19%
$1.96K - $2.18K
33.1K $1.03M
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-72
- 12.7%
$2.28K - $2.54K
495 $15.4K
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
SELL
 -
-73
- 0.05%
$2.31K - $2.57K
145K $4.51M
May 12, 2025 Q1 2025
South State Corp

SELL
 -
-84
- 0.47%
$2.66K - $2.96K
17.7K $550K
May 15, 2025 Q1 2025
Hancock Whitney Corp

SELL
 -
-94
- 0.75%
$2.97K - $3.31K
12.4K $385K

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