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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-55.6KClosed |
$1.68M - $1.79M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.44KClosed |
$255K - $272K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-987Closed |
$29.8K - $31.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-18.1KClosed |
$548K - $586K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.88KClosed |
$238K - $254K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 7.15% |
$3.02K - $3.23K
|
1.3K
$42.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-316- 10.82% |
$9.55K - $10.2K
|
2.6K
$84.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.56KClosed |
$228K - $244K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$2.75K - $2.94K
|
91
$2.96K
|
|
| Q2 2021 | |||||||
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-420- 23.14% |
$13.1K - $14.1K
|
1.4K
$45.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-331Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.91KClosed |
$90.9K - $97.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.92KClosed |
$59.9K - $64.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.94KClosed |
$311K - $333K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$219 - $235
|
7
$227
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-76Closed |
$2.38K - $2.55K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-55.8KClosed |
$1.75M - $1.87M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21New |
$657 - $704
|
21
$682
|
|
|
Aug 09, 2021
Q2 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10KClosed |
$313K - $335K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-7.28KClosed |
$228K - $244K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-900Closed |
$28.1K - $30.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-495Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
13.5KNew |
$423K - $453K
|
13.5K
$439K
|
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-9.29KClosed |
$291K - $311K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-18.2KClosed |
$479K - $592K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-572Closed |
$15K - $18.6K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-572Closed |
$15K - $18.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.01KClosed |
$26.6K - $32.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.8KClosed |
$416K - $514K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41KClosed |
$89.6K - $111K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
256New |
$6.74K - $8.33K
|
256
$8.31K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.64KClosed |
$43.3K - $53.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.62KClosed |
$68.8K - $85.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9Closed |
$237 - $293
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$1.11K - $1.37K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$375K - $464K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-210Closed |
$5.53K - $6.84K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$329K - $407K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$17K - $21.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-18KClosed |
$474K - $586K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.1KClosed |
$267K - $330K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-255Closed |
$6.71K - $8.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
258New |
$6.79K - $8.4K
|
258
$8.38K
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-331Closed |
$8.71K - $10.8K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-54.1KClosed |
$1.42M - $1.76M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.53KClosed |
$119K - $148K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-36.7K- 70.32% |
$780K - $984K
|
15.5K
$503K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$2.38K - $3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26Closed |
$553 - $697
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.13KNew |
$45.3K - $57.1K
|
2.13K
$69.2K
|
|