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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$212 - $262
|
8
$248
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.52KNew |
$40.3K - $49.7K
|
1.52K
$47.1K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-425- 18.89% |
$11.3K - $13.9K
|
1.83K
$56.6K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.4K+ 10.73% |
$37.2K - $45.8K
|
14.5K
$448K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179- 3.06% |
$4.75K - $5.86K
|
5.67K
$176K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56.6KNew |
$1.5M - $1.85M
|
56.6K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-62- 52.99% |
$1.65K - $2.03K
|
55
$1.71K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-360- 6.79% |
$9.56K - $11.8K
|
4.94K
$153K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-583- 6.52% |
$15.5K - $19.1K
|
8.36K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
72New |
$1.91K - $2.36K
|
72
$2.23K
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
18.7KNew |
$498K - $613K
|
18.7K
$581K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$350K - $431K
|
13.2K
$409K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 16.12% |
$69.3K - $85.4K
|
13.6K
$421K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-183- 6.78% |
$4.86K - $5.99K
|
2.52K
$78K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$3.63M - $4.48M
|
137K
$4.24M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-9.09K- 94.19% |
$241K - $297K
|
561
$17.4K
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.5KNew |
$305K - $376K
|
11.5K
$356K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
111+ 4.23% |
$2.95K - $3.63K
|
2.73K
$84.7K
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.74KNew |
$179K - $221K
|
6.74K
$209K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-216- 1.11% |
$5.73K - $7.07K
|
19.2K
$596K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
267New |
$7.09K - $8.74K
|
267
$8.28K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.34% |
$106 - $131
|
1.18K
$36.4K
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-917- 3.5% |
$24.3K - $30K
|
25.3K
$784K
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.25K- 3.78% |
$33.3K - $41K
|
32K
$991K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.23K- 4.71% |
$32.6K - $40.1K
|
24.8K
$769K
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.39K- 16.25% |
$36.8K - $45.3K
|
7.15K
$221K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-961- 12.83% |
$25.5K - $31.4K
|
6.53K
$202K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.78% |
$106 - $131
|
517
$16K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18K+ 1803700.0% |
$479K - $590K
|
18K
$559K
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.45K- 17.43% |
$65.1K - $80.3K
|
11.6K
$360K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.57K- 20.0% |
$41.7K - $51.4K
|
6.28K
$195K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.37K- 10.37% |
$249K - $307K
|
81K
$2.51M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 7.71% |
$59K - $72.7K
|
26.6K
$824K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.31K- 1.15% |
$87.7K - $108K
|
284K
$8.82M
|
|
Q3 2023 | |||||||
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
82New |
$2.28K - $2.51K
|
82
$2.54K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
595New |
$16.5K - $18.2K
|
595
$18.4K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$267K - $294K
|
9.6K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3- 50.0% |
$83.4 - $91.9
|
3
$93
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.2K+ 11.12% |
$33.3K - $36.8K
|
12K
$372K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 2.72% |
$1.39K - $1.53K
|
1.79K
$55.5K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.8KNew |
$50K - $55.2K
|
1.8K
$55.8K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.7K- 33.57% |
$103K - $114K
|
7.33K
$227K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.08K- 8.98% |
$30.1K - $33.2K
|
11K
$340K
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
7.23K+ 12.22% |
$201K - $222K
|
66.4K
$2.06M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.04K- 4.83% |
$84.4K - $93.1K
|
59.9K
$1.86M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.39KNew |
$66.4K - $73.2K
|
2.39K
$74.1K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
602+ 6.17% |
$16.7K - $18.5K
|
10.4K
$321K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-902- 1.55% |
$25.1K - $27.6K
|
57.2K
$1.77M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2.75KNew |
$76.4K - $84.3K
|
2.75K
$85.2K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.86K+ 2.21% |
$79.5K - $87.7K
|
132K
$4.09M
|