Latest Institutional Transactions on Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Smallcap Di (DES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
41+ 0.11% |
$1.38K - $1.55K
|
36.2K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-775- 0.51% |
$26.1K - $29.2K
|
151K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-128- 0.63% |
$4.31K - $4.82K
|
20K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
59.4KNew |
$2M - $2.24M
|
59.4K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
92+ 0.1% |
$3.1K - $3.47K
|
92.3K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.85KNew |
$197K - $221K
|
5.85K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.81K- 5.1% |
$61K - $68.3K
|
33.7K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.92K- 2.81% |
$98.5K - $110K
|
101K
$3.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
126+ 1.09% |
$4.25K - $4.75K
|
11.7K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.92K+ 2.12% |
$98.5K - $110K
|
141K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6+ 0.05% |
$202 - $226
|
12.3K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
68.2KNew |
$2.3M - $2.57M
|
68.2K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
28.5KNew |
$960K - $1.07M
|
28.5K
$990K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.5K+ 33.05% |
$84.3K - $94.2K
|
10.1K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.77KNew |
$228K - $255K
|
6.77K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-492- 1.11% |
$16.6K - $18.5K
|
43.7K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
49.2K+ 44.96% |
$1.66M - $1.86M
|
159K
$5.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
313+ 1.16% |
$10.5K - $11.8K
|
27.4K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.2K+ 34.47% |
$175K - $196K
|
20.3K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 2.83% |
$53.8K - $60.2K
|
58K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$33.7 - $37.7
|
8.12K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$101 - $113
|
1.08K
$37.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-100- 1.62% |
$3.37K - $3.77K
|
6.09K
$211K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 8.09% |
$8.43K - $9.42K
|
2.84K
$98.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.2K- 11.68% |
$40.5K - $45.3K
|
9.09K
$316K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 10.79% |
$412K - $470K
|
138K
$4.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-303- 3.08% |
$9.27K - $10.6K
|
9.53K
$331K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.06K- 19.47% |
$186K - $212K
|
25.1K
$871K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22KNew |
$672K - $767K
|
22K
$763K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.8K- 0.56% |
$55K - $62.7K
|
319K
$11.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.63K- 9.18% |
$295K - $336K
|
95.2K
$3.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-543- 2.35% |
$16.6K - $19K
|
22.6K
$784K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.99K- 10.43% |
$153K - $174K
|
42.9K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
13.2KNew |
$403K - $460K
|
13.2K
$458K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 2.06% |
$33K - $37.7K
|
51.2K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
18.6K+ 1.56% |
$569K - $649K
|
1.21M
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
83.1K+ 273.36% |
$2.54M - $2.9M
|
114K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.54K- 10.62% |
$47.1K - $53.7K
|
13K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 150.0% |
$91.8 - $105
|
5
$174
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 2.52% |
$574K - $655K
|
762K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.67K+ 22.98% |
$81.8K - $93.3K
|
14.3K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 17.9% |
$45.9K - $52.4K
|
6.88K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.7KNew |
$326K - $372K
|
10.7K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
255K+ 115.25% |
$7.81M - $8.91M
|
476K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.5K- 43.18% |
$1.06M - $1.21M
|
45.5K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4KNew |
$501K - $572K
|
16.4K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-299- 2.08% |
$9.15K - $10.4K
|
14.1K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-104K- 5.71% |
$3.19M - $3.64M
|
1.72M
$59.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.25K+ 1.01% |
$38.2K - $43.6K
|
125K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.16% |
$1.44K - $1.64K
|
29.8K
$1.04M
|
|