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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-961- 12.83% |
$25.5K - $31.4K
|
6.53K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.78% |
$106 - $131
|
517
$17K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18K+ 1803700.0% |
$479K - $590K
|
18K
$592K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.37K- 10.37% |
$249K - $307K
|
81K
$2.66M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.31K- 1.15% |
$87.7K - $108K
|
284K
$9.34M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
595New |
$16.5K - $18.2K
|
595
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$267K - $294K
|
9.6K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.8KNew |
$50K - $55.2K
|
1.8K
$59.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 2.72% |
$1.39K - $1.53K
|
1.79K
$58.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.7K- 33.57% |
$103K - $114K
|
7.33K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
7.23K+ 12.22% |
$201K - $222K
|
66.4K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.08K- 8.98% |
$30.1K - $33.2K
|
11K
$360K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.04K- 4.83% |
$84.4K - $93.1K
|
59.9K
$1.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
602+ 6.17% |
$16.7K - $18.5K
|
10.4K
$340K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2.75KNew |
$76.4K - $84.3K
|
2.75K
$90.2K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-893- 53.51% |
$24.8K - $27.4K
|
776
$25.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45New |
$1.25K - $1.38K
|
45
$1.48K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
57New |
$1.58K - $1.75K
|
57
$1.87K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 1.32% |
$5.56K - $6.13K
|
15K
$493K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$2.78K - $3.07K
|
100
$3.28K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$237K - $260K
|
8.9K
$292K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.36% |
$1.06K - $1.17K
|
11.3K
$369K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.9KNew |
$289K - $317K
|
10.9K
$356K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.0% |
$26.6 - $29.2
|
26.4K
$867K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.8K- 14.62% |
$288K - $315K
|
63.1K
$2.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.05K- 77.82% |
$27.9K - $30.6K
|
299
$9.81K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-32- 0.99% |
$851 - $933
|
3.2K
$105K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.13K- 44.2% |
$30K - $32.9K
|
1.42K
$46.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.37K- 39.53% |
$63K - $69K
|
3.62K
$119K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$79.8 - $87.5
|
58.1K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
436New |
$11.6K - $12.7K
|
436
$14.3K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-662- 22.49% |
$17.6K - $19.3K
|
2.28K
$74.9K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.83K- 95.48% |
$77.3K - $90.9K
|
134
$4.4K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-900- 48.0% |
$24.6K - $28.9K
|
975
$32K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 0.44% |
$983 - $1.16K
|
8.12K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1KNew |
$27.3K - $32.1K
|
1K
$32.8K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
144New |
$3.93K - $4.63K
|
144
$4.73K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-30K- 31.58% |
$819K - $964K
|
65K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-568- 1.64% |
$15.5K - $18.2K
|
34K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932New |
$25.4K - $29.9K
|
932
$30.6K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
366+ 2.19% |
$9.99K - $11.8K
|
17.1K
$562K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.72KNew |
$74.3K - $87.4K
|
2.72K
$89.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 4.99% |
$44.9K - $52.8K
|
34.6K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.1K- 99.02% |
$275K - $323K
|
100
$3.28K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$16.4K - $19.3K
|
600
$19.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.54KNew |
$206K - $242K
|
7.54K
$247K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-180- 0.31% |
$4.91K - $5.78K
|
58.1K
$1.91M
|
|
| Q4 2022 | |||||||
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-89- 4.95% |
$2.34K - $2.71K
|
1.71K
$56.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.06KNew |
$27.9K - $32.4K
|
1.06K
$34.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$412K - $477K
|
15.7K
$514K
|
|