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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.4K- 12.81% |
$73.5K - $83.8K
|
16.3K
$562K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.38KNew |
$42.2K - $48.2K
|
1.38K
$47.5K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
550K+ 33.42% |
$16.8M - $19.2M
|
2.2M
$75.5M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-30- 0.34% |
$918 - $1.05K
|
8.9K
$306K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$184 - $210
|
6
$206
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 10.79% |
$412K - $470K
|
138K
$4.75M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.97K+ 1.53% |
$90.9K - $104K
|
197K
$6.77M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.29K- 12.48% |
$39.5K - $45.1K
|
9.06K
$312K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
372+ 0.56% |
$11.4K - $13K
|
67.2K
$2.31M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
731+ 2.51% |
$22.4K - $25.5K
|
29.8K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-200- 2.19% |
$6.12K - $6.98K
|
8.92K
$307K
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 8.84% |
$544K - $621K
|
219K
$7.53M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-289- 17.77% |
$8.85K - $10.1K
|
1.34K
$46K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26.8K+ 5.16% |
$819K - $934K
|
545K
$18.7M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22- 0.19% |
$673 - $768
|
11.8K
$407K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-66.2K- 43.38% |
$2.03M - $2.31M
|
86.5K
$2.97M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.55K- 4.5% |
$170K - $194K
|
118K
$4.05M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$408K - $466K
|
13.3K
$459K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 1.91% |
$389K - $444K
|
677K
$23.3M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.36K- 14.93% |
$41.7K - $47.6K
|
7.76K
$267K
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.3K+ 2.35% |
$132K - $150K
|
187K
$6.43M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
346+ 1.19% |
$10.6K - $12.1K
|
29.4K
$1.01M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
170New |
$5.2K - $5.94K
|
170
$5.85K
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.91KNew |
$181K - $206K
|
5.91K
$203K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.54% |
$91.8 - $105
|
562
$19.3K
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.65K- 1.83% |
$81.2K - $92.7K
|
142K
$4.88M
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.17K- 11.1% |
$66.4K - $75.8K
|
17.4K
$598K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.2K- 11.97% |
$433K - $494K
|
104K
$3.58M
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-148- 0.95% |
$4.53K - $5.17K
|
15.4K
$530K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
559+ 7.73% |
$17.1K - $19.5K
|
7.79K
$268K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.11K+ 28.44% |
$187K - $213K
|
27.6K
$949K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-123- 2.35% |
$3.77K - $4.3K
|
5.12K
$176K
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.79K- 3.11% |
$85.4K - $97.5K
|
87K
$2.99M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.46K- 2.67% |
$44.8K - $51.1K
|
53.2K
$1.83M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
256+ 2.39% |
$7.84K - $8.94K
|
11K
$378K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180- 26.28% |
$5.51K - $6.29K
|
505
$17.4K
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
115New |
$3.52K - $4.02K
|
115
$3.95K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
165+ 1.5% |
$5.05K - $5.76K
|
11.2K
$385K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.2KNew |
$36.7K - $41.9K
|
1.2K
$41.3K
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.61K+ 70.96% |
$172K - $196K
|
13.5K
$465K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.2K- 5.04% |
$373K - $425K
|
229K
$7.89M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-196- 1.19% |
$6K - $6.84K
|
16.3K
$561K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.28K+ 9.42% |
$100K - $115K
|
38.1K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
143+ 1.68% |
$4.38K - $4.99K
|
8.64K
$297K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39.3K+ 6.24% |
$1.2M - $1.37M
|
669K
$23M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.08% |
$337 - $384
|
14K
$481K
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
100+ 0.43% |
$3.06K - $3.49K
|
23.1K
$795K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
857+ 1.54% |
$26.2K - $29.9K
|
56.4K
$1.94M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.07K- 2.27% |
$93.9K - $107K
|
132K
$4.54M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.74% |
$551 - $629
|
2.46K
$84.5K
|