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 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.1K- 32.54% |
$3M - $3.24M
|
205K
$6.37M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61- 0.43% |
$1.85K - $1.99K
|
14.1K
$437K
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.78K+ 26.9% |
$114K - $124K
|
17.8K
$553K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64+ 6.92% |
$1.94K - $2.09K
|
989
$30.7K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.97K- 5.7% |
$150K - $162K
|
82.2K
$2.55M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3- 0.29% |
$90.8 - $98
|
1.03K
$32.1K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.33K+ 3.57% |
$40.2K - $43.5K
|
38.5K
$1.19M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.23% |
$1.57K - $1.7K
|
22.4K
$694K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-24.1K- 39.91% |
$730K - $789K
|
36.3K
$1.13M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.58K+ 2.45% |
$138K - $150K
|
191K
$5.93M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
880+ 0.26% |
$26.6K - $28.8K
|
342K
$10.6M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.94K- 13.94% |
$88.8K - $95.9K
|
18.1K
$561K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2K- 15.91% |
$60.5K - $65.4K
|
10.6K
$328K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
222+ 0.23% |
$6.72K - $7.25K
|
98.5K
$3.05M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.64K+ 32.01% |
$110K - $119K
|
15K
$465K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 1.84% |
$124K - $134K
|
219K
$6.78M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.07K- 88.47% |
$92.8K - $100K
|
400
$12.4K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.33K+ 20.87% |
$40.1K - $43.3K
|
7.67K
$238K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.08KNew |
$275K - $297K
|
9.08K
$281K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
85.6K+ 7.98% |
$2.59M - $2.8M
|
1.16M
$35.9M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-127- 0.6% |
$3.84K - $4.15K
|
20.9K
$647K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-32.1K- 23.05% |
$972K - $1.05M
|
107K
$3.33M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87KNew |
$2.63M - $2.84M
|
87K
$2.7M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
38.6K+ 319.01% |
$1.17M - $1.26M
|
50.7K
$1.57M
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1K- 62.68% |
$30.3K - $32.7K
|
596
$18.5K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
81+ 1.3% |
$2.45K - $2.65K
|
6.32K
$196K
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.64KNew |
$201K - $217K
|
6.64K
$206K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
24.6K+ 7.49% |
$745K - $805K
|
353K
$11M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-370- 1.27% |
$11.2K - $12.1K
|
28.8K
$894K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.1KNew |
$395K - $427K
|
13.1K
$405K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.94K- 3.9% |
$58.5K - $63.2K
|
47.6K
$1.48M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.48% |
$1.6K - $1.73K
|
11K
$342K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.5K- 21.96% |
$922K - $996K
|
108K
$3.36M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.73K+ 9.09% |
$52.3K - $56.5K
|
20.8K
$643K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-5.21K- 4.51% |
$158K - $170K
|
110K
$3.42M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
317+ 0.23% |
$9.59K - $10.4K
|
137K
$4.24M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-661- 2.29% |
$20K - $21.6K
|
28.2K
$873K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.62K- 70.98% |
$49K - $52.9K
|
662
$20.5K
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.39K- 1.71% |
$72.3K - $78.1K
|
137K
$4.25M
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
11.4K+ 9.27% |
$346K - $374K
|
135K
$4.18M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.1K- 2.08% |
$336K - $363K
|
523K
$16.2M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
78+ 0.5% |
$2.36K - $2.55K
|
15.7K
$486K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 2.56% |
$1.03K - $1.11K
|
1.29K
$40.1K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
72+ 1.01% |
$2.18K - $2.35K
|
7.23K
$224K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.63K- 1.02% |
$49.2K - $53.1K
|
158K
$4.91M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.07K- 40.5% |
$274K - $296K
|
13.3K
$413K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-272- 0.31% |
$8.23K - $8.89K
|
88.7K
$2.75M
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-228- 2.89% |
$6.9K - $7.45K
|
7.67K
$238K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
73+ 0.16% |
$2.21K - $2.39K
|
45.4K
$1.41M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
355+ 3.37% |
$10.7K - $11.6K
|
10.9K
$337K
|