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 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
187+ 0.35% |
$5.91K - $6.59K
|
53.4K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06KClosed |
$33.5K - $37.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-239- 3.09% |
$7.56K - $8.42K
|
7.48K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.5KNew |
$205K - $229K
|
6.5K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.33K+ 4.61% |
$73.6K - $82K
|
52.8K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-900- 11.53% |
$28.5K - $31.7K
|
6.91K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 3.16% |
$94.9 - $106
|
92
$3.02K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 9.51% |
$36.9K - $41.1K
|
11.1K
$365K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
287+ 2.57% |
$9.08K - $10.1K
|
11.5K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
845+ 3.06% |
$26.7K - $29.8K
|
28.5K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-229K- 26.43% |
$7.25M - $8.07M
|
638K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1- 0.02% |
$31.6 - $35.2
|
6.5K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6K+ 72.08% |
$430K - $479K
|
32.5K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-918- 6.99% |
$29K - $32.3K
|
12.2K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 5.96% |
$39.9K - $44.4K
|
22.4K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 24.57% |
$398K - $443K
|
63.7K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.36K+ 33.73% |
$169K - $189K
|
21.2K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-1.84K- 9.78% |
$58.2K - $64.8K
|
17K
$557K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 12.26% |
$62.4K - $69.5K
|
14.1K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.02K- 41.17% |
$95.6K - $106K
|
4.32K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 0.45% |
$33.4K - $37.2K
|
234K
$7.66M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
4.88K+ 2.58% |
$154K - $172K
|
194K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-908- 0.53% |
$28.7K - $32K
|
172K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.76K+ 0.57% |
$309K - $344K
|
1.73M
$56.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
346+ 203.53% |
$10.9K - $12.2K
|
516
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.29K- 0.54% |
$167K - $186K
|
966K
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.06K- 11.19% |
$96.8K - $108K
|
24.3K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
132+ 0.57% |
$4.18K - $4.65K
|
23.4K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73- 0.05% |
$2.31K - $2.57K
|
145K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.4K+ 19.32% |
$75.8K - $84.5K
|
14.8K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
800+ 8.99% |
$25.3K - $28.2K
|
9.7K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 12.7% |
$65.6K - $73.1K
|
14.3K
$468K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-84- 0.47% |
$2.66K - $2.96K
|
17.7K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-173- 1.95% |
$5.47K - $6.09K
|
8.7K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.4K+ 37.79% |
$139K - $155K
|
16.1K
$527K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 31.2% |
$849K - $946K
|
113K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
142New |
$4.49K - $5K
|
142
$4.66K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-367- 9.24% |
$11.6K - $12.9K
|
3.6K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.8K- 43.76% |
$57K - $63.5K
|
2.32K
$76K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.12K+ 4.48% |
$162K - $180K
|
119K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.21K+ 24.92% |
$102K - $113K
|
16.1K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.18K+ 1.52% |
$164K - $182K
|
346K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6KNew |
$524K - $583K
|
16.6K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 25.71% |
$222K - $247K
|
20.3K
$665K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-415- 2.63% |
$13.1K - $14.6K
|
15.3K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-383- 28.65% |
$12.1K - $13.5K
|
954
$31.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.61K+ 5.84% |
$51K - $56.8K
|
29.2K
$958K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-298- 2.57% |
$9.43K - $10.5K
|
11.3K
$371K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
134+ 1.26% |
$4.24K - $4.72K
|
10.7K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.23K+ 73.06% |
$229K - $255K
|
17.1K
$562K
|