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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.71K- 1.86% |
$205K - $234K
|
355K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.36K+ 20.19% |
$72.1K - $82.3K
|
14K
$502K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.93KNew |
$181K - $207K
|
5.93K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
118+ 0.33% |
$3.61K - $4.12K
|
36.2K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.59K+ 4.49% |
$202K - $230K
|
153K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-632- 6.69% |
$19.3K - $22.1K
|
8.82K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.85K+ 4.39% |
$302K - $344K
|
234K
$8.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
358+ 1.67% |
$11K - $12.5K
|
21.7K
$778K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
371New |
$11.4K - $13K
|
371
$13.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.82K+ 186.48% |
$301K - $343K
|
15.1K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.36K+ 429.89% |
$256K - $292K
|
10.3K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.75% |
$275 - $314
|
1.2K
$43.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.71K+ 8.11% |
$83K - $94.7K
|
36.1K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-189- 1.42% |
$5.79K - $6.6K
|
13.1K
$470K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.9K- 0.92% |
$425K - $485K
|
1.49M
$53.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 25.53% |
$9.18K - $10.5K
|
1.48K
$52.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-414- 3.33% |
$12.7K - $14.5K
|
12K
$430K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 3.4% |
$1.16K - $1.33K
|
1.08K
$38.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.53K+ 18.43% |
$139K - $158K
|
29.1K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.03K+ 4.8% |
$62.1K - $70.9K
|
44.3K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-1.09K- 9.58% |
$33.4K - $38.1K
|
10.3K
$368K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 3.36% |
$10.7K - $12.2K
|
10.1K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
77+ 0.96% |
$2.36K - $2.69K
|
8.12K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.9K+ 46.75% |
$88.7K - $101K
|
9.1K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
565+ 8.07% |
$17.3K - $19.7K
|
7.57K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.13K+ 7.54% |
$126K - $144K
|
58.8K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.41K- 8.61% |
$73.8K - $84.2K
|
25.6K
$916K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.82K- 6.31% |
$55.8K - $63.6K
|
27.1K
$969K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-712- 0.51% |
$21.8K - $24.9K
|
138K
$4.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19KNew |
$189K - $216K
|
6.19K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-343- 0.37% |
$10.5K - $12K
|
92.2K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-173K- 93.97% |
$5.28M - $6.03M
|
11.1K
$396K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 20.57% |
$24.5K - $27.9K
|
3.09K
$111K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.11K+ 16.8% |
$156K - $178K
|
35.5K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 4.12% |
$58.1K - $66.3K
|
44.2K
$1.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
197+ 1.63% |
$6.03K - $6.88K
|
12.3K
$440K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.36K+ 2.2% |
$72.2K - $82.4K
|
109K
$3.92M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-41.6K- 82.05% |
$1.26M - $1.35M
|
9.1K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$30.3 - $32.5
|
6.7K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-189- 2.34% |
$5.73K - $6.15K
|
7.87K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.8K- 52.79% |
$237K - $254K
|
6.97K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
536+ 6.06% |
$16.3K - $17.4K
|
9.39K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.2K+ 71.54% |
$311K - $333K
|
24.6K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3Closed |
$91 - $97.6
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
456New |
$13.8K - $14.8K
|
456
$16.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-17.5K- 10.26% |
$531K - $570K
|
153K
$5.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59K+ 607.59% |
$1.79M - $1.92M
|
68.7K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 0.56% |
$1.88K - $2.02K
|
11K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-510- 16.56% |
$15.5K - $16.6K
|
2.57K
$92K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62+ 0.34% |
$1.88K - $2.02K
|
18.2K
$651K
|
|