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 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.36K- 12.68% |
$43.1K - $48K
|
9.38K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.45K- 2.31% |
$46K - $51.2K
|
61.4K
$1.91M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.66K- 3.31% |
$52.6K - $58.6K
|
48.6K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 3.92% |
$55.1K - $61.4K
|
42.6K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.75K- 12.89% |
$55.4K - $61.7K
|
11.8K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.8K- 43.76% |
$57K - $63.5K
|
2.32K
$72.1K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-1.84K- 9.78% |
$58.2K - $64.8K
|
17K
$529K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 12.26% |
$62.4K - $69.5K
|
14.1K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 12.7% |
$65.6K - $73.1K
|
14.3K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.33K- 4.47% |
$73.7K - $82.1K
|
49.8K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.51K- 11.14% |
$79.5K - $88.5K
|
20K
$624K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.65K- 4.96% |
$83.8K - $93.3K
|
50.7K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.76K- 4.82% |
$87.2K - $97.1K
|
54.4K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.02K- 41.17% |
$95.6K - $106K
|
4.32K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.06K- 11.19% |
$96.8K - $108K
|
24.3K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.12K- 1.0% |
$98.7K - $110K
|
309K
$9.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.37K- 1.67% |
$107K - $119K
|
198K
$6.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.46K- 7.43% |
$109K - $122K
|
43.1K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.19K- 19.76% |
$133K - $148K
|
17K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 1.92% |
$138K - $154K
|
223K
$6.95M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.4K- 3.16% |
$139K - $155K
|
135K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.29K- 0.54% |
$167K - $186K
|
966K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.73K- 13.9% |
$181K - $202K
|
35.5K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.9K- 2.81% |
$187K - $208K
|
204K
$6.36M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 25.71% |
$222K - $247K
|
20.3K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.33K- 19.83% |
$232K - $258K
|
29.6K
$922K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.54K- 4.69% |
$239K - $266K
|
153K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.9K- 1.43% |
$250K - $278K
|
546K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.09K- 19.82% |
$256K - $285K
|
32.7K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.5K- 38.5% |
$333K - $371K
|
16.8K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-11K- 11.99% |
$347K - $387K
|
80.6K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 26.7% |
$379K - $422K
|
32.9K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.3K- 17.99% |
$484K - $539K
|
69.8K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-20.6K- 46.83% |
$651K - $725K
|
23.4K
$727K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.2K- 26.86% |
$701K - $780K
|
60.3K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30.4K- 30.23% |
$962K - $1.07M
|
70.2K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.5K- 2.07% |
$965K - $1.07M
|
1.45M
$45M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.8K- 1.3% |
$1.01M - $1.12M
|
2.42M
$75.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.1K- 8.2% |
$1.78M - $1.98M
|
629K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63.7K- 81.44% |
$2.01M - $2.24M
|
14.5K
$452K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-88.9K- 35.71% |
$2.81M - $3.13M
|
160K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-200K- 24.22% |
$6.34M - $7.06M
|
627K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-229K- 26.43% |
$7.25M - $8.07M
|
638K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-323K- 14.56% |
$10.2M - $11.4M
|
1.9M
$59M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-618K- 27.69% |
$19.5M - $21.8M
|
1.61M
$50.2M
|