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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-100- 0.15% |
$3.16K - $3.52K
|
68.1K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-135- 0.4% |
$4.27K - $4.75K
|
33.5K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-173- 1.95% |
$5.47K - $6.09K
|
8.7K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-182- 0.37% |
$5.76K - $6.41K
|
48.9K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-190- 2.76% |
$6.01K - $6.69K
|
6.69K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-197- 1.86% |
$6.23K - $6.94K
|
10.4K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-202- 2.38% |
$6.39K - $7.11K
|
8.3K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-239- 3.09% |
$7.56K - $8.42K
|
7.48K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-245- 13.42% |
$7.75K - $8.63K
|
1.58K
$49.2K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 49.6% |
$7.91K - $8.81K
|
254
$7.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-266- 10.72% |
$8.41K - $9.37K
|
2.22K
$68.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-277- 0.66% |
$8.76K - $9.76K
|
41.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-290- 2.03% |
$9.17K - $10.2K
|
14K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-298- 2.57% |
$9.43K - $10.5K
|
11.3K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-318- 2.81% |
$10.1K - $11.2K
|
11K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-324- 4.96% |
$10.2K - $11.4K
|
6.21K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-331- 30.62% |
$10.5K - $11.7K
|
750
$23.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-347- 2.66% |
$11K - $12.2K
|
12.7K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-367- 9.24% |
$11.6K - $12.9K
|
3.6K
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-370- 0.63% |
$11.7K - $13K
|
58.7K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-381- 0.32% |
$12.1K - $13.4K
|
119K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-383- 28.65% |
$12.1K - $13.5K
|
954
$29.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-397- 1.71% |
$12.6K - $14K
|
22.9K
$712K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-408- 2.46% |
$12.9K - $14.4K
|
16.2K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-415- 2.63% |
$13.1K - $14.6K
|
15.3K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-426- 2.75% |
$13.5K - $15K
|
15.1K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-532- 5.11% |
$16.8K - $18.7K
|
9.87K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-535- 1.7% |
$16.9K - $18.8K
|
30.9K
$963K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-583- 3.4% |
$18.4K - $20.5K
|
16.6K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-606- 8.21% |
$19.2K - $21.3K
|
6.78K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-634- 2.42% |
$20.1K - $22.3K
|
25.6K
$797K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-681- 1.21% |
$21.5K - $24K
|
55.4K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-712- 2.5% |
$22.5K - $25.1K
|
27.8K
$865K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-799- 7.56% |
$25.3K - $28.1K
|
9.77K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-900- 11.53% |
$28.5K - $31.7K
|
6.91K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-908- 0.53% |
$28.7K - $32K
|
172K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-918- 6.99% |
$29K - $32.3K
|
12.2K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-925- 1.88% |
$29.3K - $32.6K
|
48.3K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-961- 6.39% |
$30.4K - $33.8K
|
14.1K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-961- 8.39% |
$30.4K - $33.8K
|
10.5K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-987- 3.93% |
$31.2K - $34.8K
|
24.1K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 9.94% |
$31.6K - $35.2K
|
9.07K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.05K- 7.81% |
$33.2K - $36.9K
|
12.4K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06KClosed |
$33.5K - $37.3K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.06K- 2.17% |
$33.6K - $37.4K
|
47.9K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.12K- 2.27% |
$35.3K - $39.3K
|
47.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 9.51% |
$36.9K - $41.1K
|
11.1K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.25K- 3.18% |
$39.4K - $43.8K
|
37.9K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 4.81% |
$40.4K - $44.9K
|
25.2K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 7.76% |
$41.4K - $46.1K
|
15.6K
$484K
|