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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9.39K- 6.6% |
$284K - $307K
|
133K
$4.12M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42New |
$1.27K - $1.37K
|
42
$1.3K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.51K- 3.0% |
$75.9K - $82K
|
81K
$2.51M
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
266KNew |
$8.06M - $8.71M
|
266K
$8.26M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.35K- 9.13% |
$101K - $109K
|
33.3K
$1.03M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.1K+ 1.39% |
$63.4K - $68.5K
|
153K
$4.73M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.38K- 16.37% |
$72K - $77.8K
|
12.2K
$377K
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.09K- 3.47% |
$93.6K - $101K
|
86.2K
$2.67M
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.75% |
$2.42K - $2.61K
|
10.6K
$327K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$442K - $477K
|
14.6K
$453K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6K+ 93.27% |
$260K - $281K
|
17.8K
$553K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.41% |
$90.8 - $98
|
738
$22.9K
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
826+ 1.55% |
$25K - $27K
|
54.3K
$1.68M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$30.3 - $32.7
|
127
$3.94K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-171- 3.59% |
$5.17K - $5.59K
|
4.59K
$142K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.4K- 21.15% |
$466K - $503K
|
57.4K
$1.78M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-10.9K- 44.21% |
$330K - $357K
|
13.8K
$427K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
170New |
$5.14K - $5.56K
|
170
$5.27K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1K+ 5.33% |
$33.3K - $36K
|
21.7K
$674K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.53% |
$303 - $327
|
1.86K
$57.7K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.23K- 8.34% |
$37.1K - $40.1K
|
13.5K
$418K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.48KNew |
$135K - $146K
|
4.48K
$139K
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-17.9K- 30.03% |
$542K - $586K
|
41.8K
$1.29M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.06K- 23.04% |
$62.4K - $67.4K
|
6.89K
$214K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.02K- 8.77% |
$61K - $65.9K
|
21K
$651K
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
47.3K+ 148.98% |
$1.43M - $1.54M
|
79K
$2.45M
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6.6KNew |
$200K - $216K
|
6.6K
$205K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.43% |
$151 - $163
|
1.16K
$36K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.1K+ 1.83% |
$63.5K - $68.6K
|
117K
$3.62M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.88K- 2.51% |
$299K - $323K
|
383K
$11.9M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.2% |
$182 - $196
|
3.08K
$95.5K
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
150+ 0.46% |
$4.54K - $4.9K
|
32.8K
$1.02M
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-210- 2.09% |
$6.35K - $6.86K
|
9.85K
$305K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.33K- 11.99% |
$70.4K - $76K
|
17.1K
$530K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-16.6K- 19.76% |
$502K - $542K
|
67.4K
$2.09M
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-448- 0.75% |
$13.6K - $14.6K
|
59.3K
$1.84M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 1.05% |
$3.36K - $3.63K
|
10.7K
$332K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.91K- 9.92% |
$57.7K - $62.4K
|
17.3K
$538K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
430New |
$13K - $14.1K
|
430
$13.3K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
265+ 3.86% |
$8.02K - $8.66K
|
7.14K
$221K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.42K+ 1472.56% |
$73.1K - $78.9K
|
2.58K
$79.9K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$399K - $431K
|
13.2K
$409K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-56- 0.78% |
$1.69K - $1.83K
|
7.17K
$222K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 39.84% |
$43.2K - $46.6K
|
2.16K
$66.8K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-149- 0.32% |
$4.51K - $4.87K
|
46.4K
$1.44M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.88K- 7.77% |
$178K - $192K
|
69.8K
$2.16M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-261- 10.79% |
$7.9K - $8.53K
|
2.16K
$66.9K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-249- 18.85% |
$7.53K - $8.14K
|
1.07K
$33.2K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-892- 1.63% |
$27K - $29.2K
|
53.8K
$1.67M
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.08% |
$514 - $556
|
20.1K
$623K
|