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 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.16K- 25.72% |
$145K - $167K
|
14.9K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-153K- 51.48% |
$4.3M - $4.96M
|
144K
$4.74M
|
|
|
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
|
Vicus Capital
State College, PA |
BUY
|
- |
421+ 2.16% |
$11.8K - $13.6K
|
19.9K
$652K
|
|
|
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
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
532+ 5.45% |
$14.9K - $17.2K
|
10.3K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-595- 1.57% |
$16.7K - $19.3K
|
37.3K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.06K- 25.84% |
$114K - $131K
|
11.6K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.04K- 9.4% |
$29K - $33.5K
|
9.97K
$327K
|
|
|
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
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
115+ 0.67% |
$3.22K - $3.72K
|
17.2K
$565K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 85.3% |
$32.5K - $37.6K
|
200
$6.56K
|
|
|
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
$787K
|
|
|
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
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-336- 5.03% |
$9.41K - $10.9K
|
6.34K
$208K
|
|
|
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
$735K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$298K - $344K
|
10.6K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-618- 7.44% |
$17.3K - $20K
|
7.68K
$252K
|
|
|
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
|
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
$4.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
216+ 1.28% |
$6.05K - $6.99K
|
17K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.5K+ 128.29% |
$1.16M - $1.34M
|
73.8K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-180- 1.66% |
$5.04K - $5.83K
|
10.7K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 590.25% |
$290K - $335K
|
12.1K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-495- 0.32% |
$13.9K - $16K
|
153K
$5.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
112New |
$3.14K - $3.63K
|
112
$3.68K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.3K- 45.77% |
$36.4K - $42.1K
|
1.54K
$50.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
58New |
$1.63K - $1.88K
|
58
$1.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.6K- 6.95% |
$157K - $181K
|
75K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.12% |
$364 - $421
|
10.4K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 5.74% |
$70.4K - $81.3K
|
41.3K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 2.46% |
$8.74K - $10.1K
|
13K
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 2.71% |
$7.68K - $8.87K
|
9.84K
$323K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.04K- 7.34% |
$57.2K - $66K
|
25.7K
$845K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
43+ 0.03% |
$1.2K - $1.39K
|
142K
$4.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.42K+ 6.61% |
$67.7K - $78.2K
|
39K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.21% |
$28 - $32.4
|
469
$15.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
480+ 1.43% |
$13.4K - $15.5K
|
34K
$1.12M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
508+ 3.55% |
$16.1K - $17.9K
|
14.8K
$487K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-694- 2.75% |
$22K - $24.4K
|
24.5K
$805K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
211K+ 132.12% |
$6.69M - $7.45M
|
372K
$12.2M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
276+ 0.47% |
$8.73K - $9.72K
|
58.9K
$1.93M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
34KNew |
$1.08M - $1.2M
|
34K
$1.12M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.66K- 3.31% |
$52.6K - $58.6K
|
48.6K
$1.59M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2New |
$63.3 - $70.4
|
2
$65.6
|
|