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 |
---|---|---|---|---|---|---|---|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
927New |
N/A
|
927
$31.8K
|
|
Feb 13, 2019
Q4 2018
|
Waldron Private Wealth LLC
|
SELL
|
- |
-78.1KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-68.7KClosed |
N/A
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.43KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-2.74KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-60.3KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$434K
|
|
Jan 22, 2019
Q4 2018
|
Eukles Asset Management
|
BUY
|
- |
234New |
N/A
|
234
$8.02K
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.21KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-600- 66.67% |
N/A
|
300
$10.3K
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-825Closed |
N/A
|
0
$0
|
|
Jan 07, 2019
Q3 2018
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-8.62KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-326Closed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.61KClosed |
N/A
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.3KClosed |
N/A
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.04KClosed |
N/A
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-192Closed |
N/A
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.6KClosed |
N/A
|
0
$0
|
|
Oct 19, 2018
Q3 2018
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-318Closed |
N/A
|
0
$0
|
|
Oct 18, 2018
Q3 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.71KClosed |
N/A
|
0
$0
|
|
Aug 06, 2018
Q2 2018
|
Capital Advisors Inc
|
SELL
|
- |
-142KClosed |
N/A
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Transform Wealth, LLC
|
SELL
|
- |
-10.2KClosed |
N/A
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Adviser Investments LLC
|
SELL
|
- |
-231Closed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.75KClosed |
N/A
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.57K+ 22.48% |
N/A
|
8.56K
$293K
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-545Closed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Jan 03, 2024
Q4 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.14K+ 200.0% |
N/A
|
1.71K
$58.5K
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$103
|
|
Feb 14, 2018
Q4 2017
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$416K
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-267Closed |
N/A
|
0
$0
|
|
Feb 08, 2018
Q4 2017
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Jan 23, 2018
Q4 2017
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.17K+ 200.0% |
N/A
|
3.25K
$111K
|
|
Jan 12, 2018
Q4 2017
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 02, 2017
Q3 2017
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$108K
|