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 |
---|---|---|---|---|---|---|---|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.27KClosed |
N/A
|
0
$0
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31.3KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-114Closed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-133Closed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.67KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.72KClosed |
N/A
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.46K- 92.98% |
N/A
|
186
$5.77K
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.1KClosed |
N/A
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
PUT |
-300- 50.0% |
N/A
|
300
$9.3K
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.09KClosed |
N/A
|
0
$0
|
|
May 27, 2020
Q1 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.97KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-71.9KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.87KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.19KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.65KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.39KClosed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7.36KClosed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-212Closed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-907Closed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-7.85KClosed |
N/A
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.83KClosed |
N/A
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-300- 87.72% |
N/A
|
42
$1.3K
|
|
May 08, 2020
Q1 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.44KClosed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69.5KClosed |
N/A
|
0
$0
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-458Closed |
N/A
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Keudell
|
SELL
|
- |
-91.9KClosed |
N/A
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-120- 5.81% |
N/A
|
1.94K
$60.3K
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-938Closed |
N/A
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-142KClosed |
N/A
|
0
$0
|