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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
100+ 1.4% |
$3.06K - $3.49K
|
7.23K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.99K- 8.82% |
$91.5K - $104K
|
30.9K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-75- 0.43% |
$2.3K - $2.62K
|
17.2K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 3.37% |
$13.8K - $15.7K
|
13.9K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-215- 1.98% |
$6.58K - $7.51K
|
10.7K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-63- 0.5% |
$1.93K - $2.2K
|
12.5K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11K+ 3.93% |
$337K - $385K
|
291K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9- 1.29% |
$275 - $314
|
691
$24.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-86.6K- 34.13% |
$2.65M - $3.03M
|
167K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-229- 1.69% |
$7.01K - $8K
|
13.3K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.47% |
$214 - $244
|
1.48K
$53.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.3K+ 5.1% |
$561K - $640K
|
378K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-769- 1.12% |
$23.5K - $26.9K
|
68.1K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.48K- 2.54% |
$45.4K - $51.8K
|
56.9K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.83K- 2.01% |
$148K - $169K
|
235K
$8.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.55K- 16.03% |
$47.3K - $54K
|
8.09K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-585- 0.59% |
$17.9K - $20.4K
|
98.6K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.86K- 9.28% |
$87.4K - $99.7K
|
27.9K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 9.3% |
$122 - $140
|
47
$1.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.65K+ 16.67% |
$142K - $162K
|
32.5K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.35% |
$63.5K - $72.5K
|
152K
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-461- 0.05% |
$14.1K - $16.1K
|
853K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-15- 0.22% |
$459 - $524
|
6.88K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.6K- 15.1% |
$48.8K - $55.7K
|
8.97K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.69K- 4.55% |
$51.7K - $58.9K
|
35.4K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
62+ 0.47% |
$1.9K - $2.17K
|
13.4K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84K+ 3.54% |
$56.2K - $64.1K
|
53.7K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.77K- 17.25% |
$84.9K - $96.8K
|
13.3K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-893- 5.03% |
$27.3K - $31.2K
|
16.8K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.48K+ 34.39% |
$75.8K - $86.5K
|
9.68K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25K- 17.53% |
$38.4K - $43.8K
|
5.9K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.44K- 90.0% |
$258K - $295K
|
937
$33.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-286K- 97.04% |
$8.75M - $9.99M
|
8.71K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-30- 0.13% |
$918 - $1.05K
|
23.2K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.08K- 26.14% |
$125K - $142K
|
11.5K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.78K+ 3.49% |
$54.6K - $62.3K
|
52.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
494+ 0.14% |
$15.1K - $17.3K
|
342K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-159- 12.27% |
$4.87K - $5.55K
|
1.14K
$40.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.29K- 1.3% |
$39.5K - $45.1K
|
97.7K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.02% |
$122 - $140
|
25.6K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.3K+ 46.35% |
$1.82M - $2.07M
|
187K
$6.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.72K+ 58.99% |
$83.4K - $95.1K
|
7.34K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-10.8K- 20.75% |
$331K - $377K
|
41.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.99K- 6.09% |
$153K - $174K
|
76.9K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.9% |
$61.2 - $69.8
|
224
$8.02K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94K+ 97.73% |
$59.4K - $67.7K
|
3.93K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
63New |
$1.93K - $2.2K
|
63
$2.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.1K- 1.85% |
$33.6K - $38.3K
|
58.2K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 14.08% |
$15K - $17.1K
|
3.97K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14- 0.07% |
$429 - $489
|
21.1K
$756K
|