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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.8K- 0.68% |
$176K - $189K
|
853K
$29.2M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-112K- 31.6% |
$3.39M - $3.63M
|
242K
$8.28M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-17.5K- 10.26% |
$531K - $570K
|
153K
$5.25M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
456New |
$13.8K - $14.8K
|
456
$15.6K
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-203- 0.39% |
$6.16K - $6.6K
|
52.1K
$1.78M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 6.21% |
$1.12K - $1.2K
|
559
$19.2K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.88K+ 17.36% |
$300K - $321K
|
66.8K
$2.29M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.7K- 25.18% |
$1.57M - $1.68M
|
154K
$5.27M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.3K- 41.76% |
$1.04M - $1.12M
|
47.9K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3Closed |
$91 - $97.6
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 20.68% |
$679K - $728K
|
85.9K
$2.94M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.82K- 14.73% |
$55.3K - $59.3K
|
10.6K
$362K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.2K- 11.35% |
$36.4K - $39K
|
9.37K
$321K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
621+ 3.78% |
$18.8K - $20.2K
|
17K
$584K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.96K- 1.53% |
$120K - $129K
|
254K
$8.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-104K- 5.39% |
$3.15M - $3.38M
|
1.83M
$62.6M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2K- 10.37% |
$60.5K - $64.9K
|
17.2K
$591K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59K+ 607.59% |
$1.79M - $1.92M
|
68.7K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.9KNew |
$209K - $224K
|
6.9K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.05K- 20.18% |
$214K - $229K
|
27.9K
$955K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-732- 99.73% |
$22.2K - $23.8K
|
2
$68.6
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.51K- 7.55% |
$76.2K - $81.7K
|
30.8K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-60- 0.48% |
$1.82K - $1.95K
|
12.6K
$430K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-64- 0.66% |
$1.94K - $2.08K
|
9.64K
$330K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.31K- 6.09% |
$161K - $173K
|
81.9K
$2.81M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
490+ 6.73% |
$14.9K - $15.9K
|
7.78K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 9.9% |
$982K - $1.05M
|
359K
$12.3M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62+ 0.34% |
$1.88K - $2.02K
|
18.2K
$623K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
40+ 0.44% |
$1.21K - $1.3K
|
9.12K
$312K
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3.13K- 2.84% |
$94.9K - $102K
|
107K
$3.67M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.43K- 6.69% |
$73.7K - $79K
|
33.9K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 1.12% |
$42.2K - $45.3K
|
123K
$4.23M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.4K- 9.04% |
$376K - $403K
|
125K
$4.28M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.04K+ 3.38% |
$123K - $131K
|
124K
$4.24M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 6.64% |
$48K - $51.4K
|
22.2K
$762K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-510- 16.56% |
$15.5K - $16.6K
|
2.57K
$88.1K
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 19.09% |
$38.5K - $41.2K
|
7.91K
$271K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-128- 0.91% |
$3.88K - $4.16K
|
14K
$479K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1Closed |
$30.3 - $32.5
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 0.91% |
$2.12K - $2.28K
|
7.6K
$261K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 1.38% |
$6.07K - $6.51K
|
14.3K
$488K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.68K- 1.22% |
$50.8K - $54.5K
|
135K
$4.63M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
62+ 0.47% |
$1.88K - $2.02K
|
13.3K
$457K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.56K- 73.8% |
$108K - $116K
|
1.27K
$43.4K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
854+ 32.51% |
$25.9K - $27.8K
|
3.48K
$119K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
750+ 0.76% |
$22.8K - $24.4K
|
99.2K
$3.4M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 29.19% |
$106K - $114K
|
8.49K
$291K
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.93K- 33.85% |
$119K - $128K
|
7.69K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.2K- 4.96% |
$36.4K - $39K
|
23K
$789K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.06K- 3.32% |
$123K - $132K
|
118K
$4.05M
|