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 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-893- 53.51% |
$24.8K - $27.4K
|
776
$24.1K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45New |
$1.25K - $1.38K
|
45
$1.4K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
57New |
$1.58K - $1.75K
|
57
$1.77K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 1.32% |
$5.56K - $6.13K
|
15K
$465K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-130- 1.2% |
$3.61K - $3.98K
|
10.7K
$333K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$2.78K - $3.07K
|
100
$3.1K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.85% |
$83.4 - $91.9
|
350
$10.9K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
122+ 1.4% |
$3.25K - $3.56K
|
8.82K
$273K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.5K- 36.67% |
$39.9K - $43.7K
|
2.59K
$80.3K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$237K - $260K
|
8.9K
$276K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$568K - $623K
|
21.4K
$662K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.47K- 18.3% |
$39.1K - $42.9K
|
6.57K
$204K
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.9KNew |
$289K - $317K
|
10.9K
$337K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.36% |
$1.06K - $1.17K
|
11.3K
$349K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.0% |
$26.6 - $29.2
|
26.4K
$819K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-312- 1.87% |
$8.3K - $9.1K
|
16.4K
$508K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.8K- 14.62% |
$288K - $315K
|
63.1K
$1.96M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.05K- 77.82% |
$27.9K - $30.6K
|
299
$9.27K
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-450- 10.37% |
$12K - $13.1K
|
3.89K
$121K
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-32- 0.99% |
$851 - $933
|
3.2K
$99.2K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-85- 43.81% |
$2.26K - $2.48K
|
109
$3.38K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.13K- 44.2% |
$30K - $32.9K
|
1.42K
$44.1K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.37K- 39.53% |
$63K - $69K
|
3.62K
$112K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$79.8 - $87.5
|
58.1K
$1.8M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
436New |
$11.6K - $12.7K
|
436
$13.5K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-662- 22.49% |
$17.6K - $19.3K
|
2.28K
$70.7K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.4KNew |
$411K - $450K
|
15.4K
$479K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27K+ 9.4% |
$34.7K - $40.8K
|
14.8K
$458K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.83K- 95.48% |
$77.3K - $90.9K
|
134
$4.15K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-656- 33.05% |
$17.9K - $21.1K
|
1.33K
$41.2K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-900- 48.0% |
$24.6K - $28.9K
|
975
$30.2K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 0.44% |
$983 - $1.16K
|
8.12K
$252K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1KNew |
$27.3K - $32.1K
|
1K
$31K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
144New |
$3.93K - $4.63K
|
144
$4.46K
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-30K- 31.58% |
$819K - $964K
|
65K
$2.02M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-568- 1.64% |
$15.5K - $18.2K
|
34K
$1.05M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932New |
$25.4K - $29.9K
|
932
$28.9K
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
366+ 2.19% |
$9.99K - $11.8K
|
17.1K
$531K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.72KNew |
$74.3K - $87.4K
|
2.72K
$84.3K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 4.99% |
$44.9K - $52.8K
|
34.6K
$1.07M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.1K- 99.02% |
$275K - $323K
|
100
$3.1K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
114New |
$3.11K - $3.66K
|
114
$3.53K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 4.3% |
$9.88K - $11.6K
|
8.06K
$250K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$16.4K - $19.3K
|
600
$18.6K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.54KNew |
$206K - $242K
|
7.54K
$234K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.22KNew |
$115K - $136K
|
4.22K
$131K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-180- 0.31% |
$4.91K - $5.78K
|
58.1K
$1.8M
|
|
Q4 2022 | |||||||
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-89- 4.95% |
$2.5K - $2.71K
|
1.71K
$53K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.06KNew |
$29.8K - $32.4K
|
1.06K
$32.9K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$440K - $477K
|
15.7K
$485K
|