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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.8K+ 10.85% |
$471K - $544K
|
172K
$5.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.9K+ 6.55% |
$556K - $643K
|
323K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
522+ 1.08% |
$14.6K - $16.9K
|
48.8K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.86K+ 11.54% |
$52.1K - $60.2K
|
18K
$590K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.52K- 49.45% |
$70.6K - $81.5K
|
2.57K
$84.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.78K+ 15.92% |
$77.8K - $89.9K
|
20.2K
$664K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-26- 0.38% |
$729 - $842
|
6.75K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.01K+ 4.19% |
$56.2K - $64.9K
|
49.9K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.57K+ 9.31% |
$43.9K - $50.7K
|
18.4K
$605K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.64K+ 3.59% |
$102K - $118K
|
105K
$3.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.4K- 1.76% |
$39.3K - $45.4K
|
78.2K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-431- 4.62% |
$12.1K - $14K
|
8.9K
$292K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.25K- 2.72% |
$35.1K - $40.6K
|
44.9K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.03KNew |
$28.9K - $33.3K
|
1.03K
$33.8K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-14.7K- 29.39% |
$410K - $474K
|
35.2K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-24- 0.16% |
$672 - $777
|
14.6K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.44K- 3.97% |
$68.4K - $79K
|
59K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.44K+ 15.64% |
$264K - $306K
|
69.8K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.93KNew |
$82.1K - $94.9K
|
2.93K
$96.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-14.4K- 10.68% |
$404K - $467K
|
121K
$3.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.69KNew |
$75.3K - $87K
|
2.69K
$88.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
421+ 2.16% |
$11.8K - $13.6K
|
19.9K
$653K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.21% |
$29.7K - $34.3K
|
49K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.16K- 25.72% |
$145K - $167K
|
14.9K
$490K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-153K- 51.48% |
$4.3M - $4.96M
|
144K
$4.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
532+ 5.45% |
$14.9K - $17.2K
|
10.3K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-7.88K- 33.71% |
$221K - $255K
|
15.5K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-595- 1.57% |
$16.7K - $19.3K
|
37.3K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
115+ 0.67% |
$3.22K - $3.72K
|
17.2K
$566K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.04K- 9.4% |
$29K - $33.5K
|
9.97K
$328K
|
|
|
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 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.06K- 25.84% |
$114K - $131K
|
11.6K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 85.3% |
$32.5K - $37.6K
|
200
$6.57K
|
|
|
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
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.93K+ 59.31% |
$250K - $289K
|
24K
$788K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.27K+ 12.84% |
$148K - $170K
|
46.3K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 0.73% |
$308 - $356
|
1.51K
$49.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.64K+ 2.86% |
$74K - $85.5K
|
95.1K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.75K- 7.25% |
$49K - $56.6K
|
22.4K
$736K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-336- 5.03% |
$9.41K - $10.9K
|
6.34K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$298K - $344K
|
10.6K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.74K+ 11.0% |
$133K - $153K
|
47.8K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.5K+ 128.29% |
$1.16M - $1.34M
|
73.8K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.53K+ 13.75% |
$42.9K - $49.5K
|
12.7K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
6.76K+ 4.95% |
$190K - $219K
|
144K
$4.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
216+ 1.28% |
$6.05K - $6.99K
|
17K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-618- 7.44% |
$17.3K - $20K
|
7.68K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-180- 1.66% |
$5.04K - $5.83K
|
10.7K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 590.25% |
$290K - $335K
|
12.1K
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.81M
|