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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.45K+ 223.61% |
$77.6K - $86.4K
|
3.55K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-681- 1.21% |
$21.5K - $24K
|
55.4K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.82K+ 18.6% |
$89.1K - $99.2K
|
18K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.05K- 7.81% |
$33.2K - $36.9K
|
12.4K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.4K- 3.16% |
$139K - $155K
|
135K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
959+ 19.82% |
$30.3K - $33.8K
|
5.8K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$316 - $352
|
23.2K
$761K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
185+ 3.77% |
$5.85K - $6.52K
|
5.09K
$167K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-618K- 27.69% |
$19.5M - $21.8M
|
1.61M
$52.9M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
266+ 3.98% |
$8.41K - $9.37K
|
6.95K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.9K- 2.81% |
$187K - $208K
|
204K
$6.71M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-961- 8.39% |
$30.4K - $33.8K
|
10.5K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-324- 4.96% |
$10.2K - $11.4K
|
6.21K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
132KNew |
$4.19M - $4.66M
|
132K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 4.68% |
$97.4K - $108K
|
68.9K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
97+ 2.9% |
$3.07K - $3.42K
|
3.45K
$113K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-961- 6.39% |
$30.4K - $33.8K
|
14.1K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 10.43% |
$322K - $358K
|
108K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47K+ 0.6% |
$46.5K - $51.8K
|
246K
$8.07M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
388+ 2.41% |
$12.3K - $13.7K
|
16.5K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 1.92% |
$138K - $154K
|
223K
$7.33M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.33K- 19.83% |
$232K - $258K
|
29.6K
$973K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-583- 3.4% |
$18.4K - $20.5K
|
16.6K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 1.13% |
$886 - $986
|
2.5K
$82.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.37K- 1.67% |
$107K - $119K
|
198K
$6.5M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
20.2K+ 13.96% |
$639K - $712K
|
165K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.04% |
$127 - $141
|
11K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.4K+ 9.11% |
$646K - $719K
|
245K
$8.03M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-190- 2.76% |
$6.01K - $6.69K
|
6.69K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 49.6% |
$7.91K - $8.81K
|
254
$8.34K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
275New |
$8.7K - $9.69K
|
275
$9.03K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
22+ 1.59% |
$696 - $775
|
1.41K
$46.2K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$348 - $387
|
11
$361
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.01K+ 50.55% |
$159K - $177K
|
14.9K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.05K+ 3.52% |
$191K - $213K
|
178K
$5.83M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
121+ 0.73% |
$3.83K - $4.26K
|
16.7K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.65K- 4.96% |
$83.8K - $93.3K
|
50.7K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
766+ 2.56% |
$24.2K - $27K
|
30.7K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.4K+ 1.26% |
$425K - $473K
|
1.08M
$35.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
166New |
$5.25K - $5.85K
|
166
$5.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.3K- 17.99% |
$484K - $539K
|
69.8K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-381- 0.32% |
$12.1K - $13.4K
|
119K
$3.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 12.7% |
$2.28K - $2.54K
|
495
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.06% |
$158 - $176
|
8.9K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-266- 10.72% |
$8.41K - $9.37K
|
2.22K
$72.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-397- 1.71% |
$12.6K - $14K
|
22.9K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 4.81% |
$40.4K - $44.9K
|
25.2K
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.1K- 8.2% |
$1.78M - $1.98M
|
629K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$50.9K - $56.7K
|
1.61K
$52.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
728+ 1.04% |
$23K - $25.6K
|
70.7K
$2.32M
|