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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 0.19% |
$1.96K - $2.18K
|
33.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
318New |
$10.1K - $11.2K
|
318
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 12.41% |
$3.35M - $3.73M
|
959K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.12K- 1.0% |
$98.7K - $110K
|
309K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
419+ 0.92% |
$13.3K - $14.8K
|
46.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.56K+ 17.53% |
$49.4K - $55K
|
10.5K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$883K - $983K
|
27.9K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.8K- 1.3% |
$1.01M - $1.12M
|
2.42M
$79.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-323K- 14.56% |
$10.2M - $11.4M
|
1.9M
$62.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81.3K+ 394.5% |
$2.57M - $2.86M
|
102K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.09K- 19.82% |
$256K - $285K
|
32.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 26.7% |
$379K - $422K
|
32.9K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-532- 5.11% |
$16.8K - $18.7K
|
9.87K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.73K- 13.9% |
$181K - $202K
|
35.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.5K+ 121.84% |
$902K - $1M
|
51.9K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.14K+ 23.27% |
$226K - $251K
|
37.8K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30.4K- 30.23% |
$962K - $1.07M
|
70.2K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
310New |
$9.81K - $10.9K
|
310
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.59K+ 4.04% |
$208K - $232K
|
170K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.45K- 2.31% |
$46K - $51.2K
|
61.4K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.84K+ 4.13% |
$122K - $135K
|
96.8K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.36K- 12.68% |
$43.1K - $48K
|
9.38K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
49+ 0.51% |
$1.55K - $1.73K
|
9.71K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.5K- 2.07% |
$965K - $1.07M
|
1.45M
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.7K+ 4.79% |
$149K - $166K
|
103K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.11K+ 69.55% |
$288K - $321K
|
22.2K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
79.7KNew |
$2.52M - $2.81M
|
79.7K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$575K - $640K
|
18.2K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
19.9K+ 13.02% |
$631K - $702K
|
173K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-94- 0.75% |
$2.97K - $3.31K
|
12.4K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
118+ 0.92% |
$3.73K - $4.16K
|
13K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.5K+ 10.31% |
$1.75M - $1.95M
|
594K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
8.56K+ 13.72% |
$271K - $301K
|
70.9K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.08% |
$63.3 - $70.4
|
51
$1.67K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8KNew |
$976K - $1.09M
|
30.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.62K+ 8.36% |
$146K - $163K
|
59.9K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8K+ 8.3% |
$343K - $382K
|
142K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
84+ 0.02% |
$2.66K - $2.96K
|
339K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-200K- 24.22% |
$6.34M - $7.06M
|
627K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 37.65% |
$3.74M - $4.16M
|
432K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.6KNew |
$209K - $233K
|
6.6K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.9K- 1.43% |
$250K - $278K
|
546K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
386+ 0.7% |
$12.2K - $13.6K
|
55.7K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.75K- 12.89% |
$55.4K - $61.7K
|
11.8K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
525+ 10.15% |
$16.6K - $18.5K
|
5.7K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-634- 2.42% |
$20.1K - $22.3K
|
25.6K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
208+ 0.73% |
$6.58K - $7.33K
|
28.6K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.89KNew |
$249K - $278K
|
7.89K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-290- 2.03% |
$9.17K - $10.2K
|
14K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.01% |
$63.3 - $70.4
|
25.6K
$840K
|