Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.5K+ 128.29% |
$1.16M - $1.34M
|
73.8K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$298K - $344K
|
10.6K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 590.25% |
$290K - $335K
|
12.1K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.93K+ 59.31% |
$250K - $289K
|
24K
$787K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
6.76K+ 4.95% |
$190K - $219K
|
144K
$4.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.27K+ 12.84% |
$148K - $170K
|
46.3K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.74K+ 11.0% |
$133K - $153K
|
47.8K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.64K+ 2.86% |
$74K - $85.5K
|
95.1K
$3.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.42K+ 6.61% |
$67.7K - $78.2K
|
39K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.53K+ 13.75% |
$42.9K - $49.5K
|
12.7K
$416K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.21% |
$29.7K - $34.3K
|
49K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
532+ 5.45% |
$14.9K - $17.2K
|
10.3K
$338K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
480+ 1.43% |
$13.4K - $15.5K
|
34K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
421+ 2.16% |
$11.8K - $13.6K
|
19.9K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 2.46% |
$8.74K - $10.1K
|
13K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
216+ 1.28% |
$6.05K - $6.99K
|
17K
$559K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
115+ 0.67% |
$3.22K - $3.72K
|
17.2K
$565K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
112New |
$3.14K - $3.63K
|
112
$3.68K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
58New |
$1.63K - $1.88K
|
58
$1.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
43+ 0.03% |
$1.2K - $1.39K
|
142K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.12% |
$364 - $421
|
10.4K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 0.73% |
$308 - $356
|
1.51K
$49.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.21% |
$28 - $32.4
|
469
$15.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-79- 0.19% |
$2.21K - $2.56K
|
41.8K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-180- 1.66% |
$5.04K - $5.83K
|
10.7K
$350K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 2.71% |
$7.68K - $8.87K
|
9.84K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-336- 5.03% |
$9.41K - $10.9K
|
6.34K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-495- 0.32% |
$13.9K - $16K
|
153K
$5.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-595- 1.57% |
$16.7K - $19.3K
|
37.3K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-618- 7.44% |
$17.3K - $20K
|
7.68K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-743- 5.63% |
$20.8K - $24.1K
|
12.5K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.04K- 9.4% |
$29K - $33.5K
|
9.97K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 85.3% |
$32.5K - $37.6K
|
200
$6.56K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.3K- 45.77% |
$36.4K - $42.1K
|
1.54K
$50.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.75K- 7.25% |
$49K - $56.6K
|
22.4K
$735K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.04K- 7.34% |
$57.2K - $66K
|
25.7K
$845K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 5.74% |
$70.4K - $81.3K
|
41.3K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.06K- 25.84% |
$114K - $131K
|
11.6K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.16K- 25.72% |
$145K - $167K
|
14.9K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.6K- 6.95% |
$157K - $181K
|
75K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-7.88K- 33.71% |
$221K - $255K
|
15.5K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-153K- 51.48% |
$4.3M - $4.96M
|
144K
$4.74M
|