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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9- 1.29% |
$275 - $314
|
691
$22.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-215- 1.98% |
$6.58K - $7.51K
|
10.7K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.86K- 9.28% |
$87.4K - $99.7K
|
27.9K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.72K+ 58.99% |
$83.4K - $95.1K
|
7.34K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-10.8K- 20.75% |
$331K - $377K
|
41.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.44K- 90.0% |
$258K - $295K
|
937
$30.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-15- 0.22% |
$459 - $524
|
6.88K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25K- 17.53% |
$38.4K - $43.8K
|
5.9K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 14.08% |
$15K - $17.1K
|
3.97K
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
63New |
$1.93K - $2.2K
|
63
$2.06K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.4K- 12.81% |
$73.5K - $83.8K
|
16.3K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-30- 0.34% |
$918 - $1.05K
|
8.9K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$184 - $210
|
6
$196
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.9% |
$61.2 - $69.8
|
224
$7.33K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-289- 17.77% |
$8.85K - $10.1K
|
1.34K
$43.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
731+ 2.51% |
$22.4K - $25.5K
|
29.8K
$977K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.91KNew |
$181K - $206K
|
5.91K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
170New |
$5.2K - $5.94K
|
170
$5.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
559+ 7.73% |
$17.1K - $19.5K
|
7.79K
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.17K- 11.1% |
$66.4K - $75.8K
|
17.4K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.2KNew |
$36.7K - $41.9K
|
1.2K
$39.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180- 26.28% |
$5.51K - $6.29K
|
505
$16.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
100+ 0.43% |
$3.06K - $3.49K
|
23.1K
$756K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
143+ 1.68% |
$4.38K - $4.99K
|
8.64K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-325- 1.15% |
$9.95K - $11.3K
|
27.8K
$911K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 1.76% |
$91.8 - $105
|
167
$5.47K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6.13KNew |
$188K - $214K
|
6.13K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.31% |
$153 - $175
|
1.6K
$52.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
260New |
$7.96K - $9.08K
|
260
$8.51K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.58K- 28.78% |
$110K - $125K
|
8.87K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-184- 1.6% |
$5.63K - $6.43K
|
11.3K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-805- 10.59% |
$24.6K - $28.1K
|
6.8K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
875+ 0.68% |
$26.8K - $30.6K
|
129K
$4.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-684- 0.45% |
$20.9K - $23.9K
|
152K
$4.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-350- 3.26% |
$10.7K - $12.2K
|
10.4K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-395- 2.01% |
$12.1K - $13.8K
|
19.3K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.43% |
$1.22K - $1.4K
|
9.37K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 15.52% |
$7.65K - $8.73K
|
1.36K
$44.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.9K+ 10.26% |
$1.41M - $1.6M
|
493K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 30.81% |
$3.21M - $3.66M
|
445K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.93KNew |
$181K - $207K
|
5.93K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
371New |
$11.4K - $13K
|
371
$12.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 25.53% |
$9.18K - $10.5K
|
1.48K
$48.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-189- 1.42% |
$5.79K - $6.6K
|
13.1K
$430K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-173K- 93.97% |
$5.28M - $6.03M
|
11.1K
$362K
|
|
| 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
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.8K- 52.79% |
$237K - $254K
|
6.97K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-189- 2.34% |
$5.73K - $6.15K
|
7.87K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$30.3 - $32.5
|
6.7K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.2K+ 71.54% |
$311K - $333K
|
24.6K
$804K
|
|