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 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
127KNew |
$3.83M - $4.14M
|
127K
$3.93M
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.95KNew |
$271K - $292K
|
8.95K
$277K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 616.31% |
$7.01M - $7.57M
|
269K
$8.35M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$30.3K - $32.7K
|
1K
$31K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.51% |
$182 - $196
|
1.19K
$36.7K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-343- 2.65% |
$10.4K - $11.2K
|
12.6K
$391K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.65K- 17.87% |
$49.9K - $54K
|
7.59K
$235K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 4.26% |
$908 - $980
|
734
$22.8K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.71KNew |
$294K - $317K
|
9.71K
$301K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.8KNew |
$447K - $483K
|
14.8K
$458K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-800- 2.56% |
$24.2K - $26.1K
|
30.4K
$943K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-118K- 38.87% |
$3.57M - $3.86M
|
186K
$5.76M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-648- 2.14% |
$19.6K - $21.2K
|
29.6K
$918K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
600New |
$18.2K - $19.6K
|
600
$18.6K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 50.65% |
$352K - $380K
|
34.6K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.6K+ 4.1% |
$2.65M - $2.86M
|
2.22M
$68.9M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.5K+ 11.02% |
$982K - $1.06M
|
327K
$10.1M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.39K- 0.77% |
$72.2K - $78K
|
309K
$9.57M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.78% |
$46.4K - $50.1K
|
53.7K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 46.6% |
$336K - $363K
|
34.9K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
477K+ 25.3% |
$14.4M - $15.6M
|
2.36M
$73.3M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
224+ 0.32% |
$6.78K - $7.32K
|
69.6K
$2.16M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-235K- 88.76% |
$7.1M - $7.67M
|
29.7K
$921K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.31K+ 1.17% |
$251K - $272K
|
721K
$22.3M
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.46% |
$30.3 - $32.7
|
220
$6.82K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.87M - $2.02M
|
61.7K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.64K- 8.64% |
$79.8K - $86.2K
|
27.9K
$864K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.19K+ 5.84% |
$66.2K - $71.6K
|
39.7K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
45+ 0.48% |
$1.36K - $1.47K
|
9.43K
$293K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.7KNew |
$1.38M - $1.49M
|
45.7K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.7KNew |
$203K - $219K
|
6.7K
$208K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.5K+ 84.11% |
$227K - $245K
|
16.4K
$509K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 0.13% |
$35.1K - $37.9K
|
907K
$28.1M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$433K - $468K
|
14.3K
$444K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6KNew |
$440K - $476K
|
14.6K
$451K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.76K- 10.42% |
$53.3K - $57.5K
|
15.1K
$470K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.04K+ 1.99% |
$152K - $165K
|
258K
$8M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-946- 1.66% |
$28.6K - $30.9K
|
56.2K
$1.74M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 38.69% |
$455K - $491K
|
23.8K
$739K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.03K+ 15.1% |
$273K - $295K
|
68.9K
$2.14M
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.64K- 4.81% |
$79.8K - $86.2K
|
52.3K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 1.69% |
$1.36K - $1.47K
|
2.7K
$83.8K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
128+ 0.84% |
$3.87K - $4.18K
|
15.4K
$477K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 9.76% |
$219K - $237K
|
67K
$2.08M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.43K- 0.22% |
$43.3K - $46.8K
|
637K
$19.8M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
685New |
$20.7K - $22.4K
|
685
$21.2K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.12K- 5.55% |
$155K - $167K
|
87.2K
$2.7M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.7K+ 125.48% |
$958K - $1.04M
|
56.9K
$1.76M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.7K+ 79.18% |
$899K - $972K
|
67.3K
$2.09M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
33.5KNew |
$1.01M - $1.09M
|
33.5K
$1.04M
|