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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-303- 3.08% |
$9.27K - $10.6K
|
9.53K
$341K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.8K- 0.56% |
$55K - $62.7K
|
319K
$11.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22KNew |
$672K - $767K
|
22K
$786K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.06K- 19.47% |
$186K - $212K
|
25.1K
$897K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.63K- 9.18% |
$295K - $336K
|
95.2K
$3.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-543- 2.35% |
$16.6K - $19K
|
22.6K
$808K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
13.2KNew |
$403K - $460K
|
13.2K
$472K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
18.6K+ 1.56% |
$569K - $649K
|
1.21M
$43.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 2.06% |
$33K - $37.7K
|
51.2K
$1.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.99K- 10.43% |
$153K - $174K
|
42.9K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-175K- 8.17% |
$5.37M - $6.13M
|
1.97M
$70.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.7KNew |
$326K - $372K
|
10.7K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
255K+ 115.25% |
$7.81M - $8.91M
|
476K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 17.9% |
$45.9K - $52.4K
|
6.88K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.67K+ 22.98% |
$81.8K - $93.3K
|
14.3K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 2.52% |
$574K - $655K
|
762K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 150.0% |
$91.8 - $105
|
5
$179
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.54K- 10.62% |
$47.1K - $53.7K
|
13K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
83.1K+ 273.36% |
$2.54M - $2.9M
|
114K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.5K- 43.18% |
$1.06M - $1.21M
|
45.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.06% |
$1.53K - $1.75K
|
85.8K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 30.93% |
$336K - $383K
|
46.5K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 3.81% |
$7.65K - $8.73K
|
6.82K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.16% |
$1.44K - $1.64K
|
29.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-104K- 5.71% |
$3.19M - $3.64M
|
1.72M
$61.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-299- 2.08% |
$9.15K - $10.4K
|
14.1K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4KNew |
$501K - $572K
|
16.4K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5K+ 2.16% |
$1.45M - $1.66M
|
2.24M
$80.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.29K- 8.0% |
$131K - $150K
|
49.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-280- 1.05% |
$8.57K - $9.78K
|
26.4K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.45K+ 9.16% |
$75K - $85.6K
|
29.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189- 77.46% |
$5.79K - $6.6K
|
55
$1.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.47KNew |
$137K - $156K
|
4.47K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
92+ 0.94% |
$2.82K - $3.21K
|
9.87K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-587- 3.86% |
$18K - $20.5K
|
14.6K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.68K- 26.81% |
$296K - $338K
|
26.4K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.21K- 5.82% |
$221K - $252K
|
117K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.25K+ 1.01% |
$38.2K - $43.6K
|
125K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
71+ 0.75% |
$2.17K - $2.48K
|
9.59K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-80.2K- 86.24% |
$2.45M - $2.8M
|
12.8K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.16K- 6.12% |
$127K - $145K
|
63.9K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160+ 0.54% |
$4.9K - $5.59K
|
29.7K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.71K- 21.97% |
$52.3K - $59.6K
|
6.07K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-46.8K- 79.89% |
$1.43M - $1.63M
|
11.8K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 53.57% |
$365K - $416K
|
34.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.49K+ 8.75% |
$45.6K - $52K
|
18.5K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.96K- 1.15% |
$305K - $348K
|
858K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.2K- 68.4% |
$1.54M - $1.75M
|
23.2K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.68K- 1.14% |
$113K - $128K
|
318K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
697+ 3.37% |
$21.3K - $24.3K
|
21.4K
$765K
|