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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.4KNew |
$328K - $365K
|
10.4K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-408- 2.46% |
$12.9K - $14.4K
|
16.2K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-25- 0.11% |
$791 - $881
|
23.1K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.5K+ 0.22% |
$47.4K - $52.7K
|
687K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$538 - $599
|
17
$558
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
83+ 0.97% |
$2.63K - $2.92K
|
8.61K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-370- 0.63% |
$11.7K - $13K
|
58.7K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.76K- 4.82% |
$87.2K - $97.1K
|
54.4K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.0% |
$31.6 - $35.2
|
34.7K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.41% |
$94.9 - $106
|
730
$24K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-245- 13.42% |
$7.75K - $8.63K
|
1.58K
$51.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 0.58% |
$221 - $247
|
1.22K
$40K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.51K- 11.14% |
$79.5K - $88.5K
|
20K
$658K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 8.74% |
$506 - $564
|
199
$6.53K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
335+ 1.02% |
$10.6K - $11.8K
|
33.2K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.79K+ 14.94% |
$56.7K - $63.1K
|
13.8K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.03K+ 4.07% |
$32.6K - $36.3K
|
26.3K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
150New |
$4.74K - $5.28K
|
150
$4.92K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.27K+ 0.82% |
$40.1K - $44.6K
|
155K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-182- 0.37% |
$5.76K - $6.41K
|
48.9K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.1K+ 14.39% |
$1.21M - $1.34M
|
303K
$9.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-535- 1.7% |
$16.9K - $18.8K
|
30.9K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
71+ 1.76% |
$2.25K - $2.5K
|
4.1K
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 7.76% |
$41.4K - $46.1K
|
15.6K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-331- 30.62% |
$10.5K - $11.7K
|
750
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.43% |
$1.27K - $1.41K
|
9.33K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-57- 0.16% |
$1.8K - $2.01K
|
36.6K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-197- 1.86% |
$6.23K - $6.94K
|
10.4K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
604+ 4.32% |
$19.1K - $21.3K
|
14.6K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-925- 1.88% |
$29.3K - $32.6K
|
48.3K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 0.14% |
$2.56K - $2.85K
|
59.4K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.02K+ 2.58% |
$32.3K - $36K
|
40.6K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-606- 8.21% |
$19.2K - $21.3K
|
6.78K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.33K- 4.47% |
$73.7K - $82.1K
|
49.8K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-100- 0.15% |
$3.16K - $3.52K
|
68.1K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.2K- 26.86% |
$701K - $780K
|
60.3K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 3.92% |
$55.1K - $61.4K
|
42.6K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 0.33% |
$538 - $599
|
5.2K
$171K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 9.94% |
$31.6K - $35.2K
|
9.07K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63.7K- 81.44% |
$2.01M - $2.24M
|
14.5K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.12K- 2.27% |
$35.3K - $39.3K
|
47.9K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.04K+ 21.13% |
$96.3K - $107K
|
17.4K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.5K- 38.5% |
$333K - $371K
|
16.8K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
412+ 2.61% |
$13K - $14.5K
|
16.2K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
246+ 0.24% |
$7.78K - $8.66K
|
101K
$3.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.98K+ 21.81% |
$62.5K - $69.6K
|
11K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.19K- 19.76% |
$133K - $148K
|
17K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
446+ 4.88% |
$14.1K - $15.7K
|
9.58K
$314K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75+ 101.35% |
$2.37K - $2.64K
|
149
$4.89K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
620+ 4.54% |
$19.6K - $21.8K
|
14.3K
$469K
|