Latest Institutional Purchases of Wisdomtree Tr U.S. Smallcap Di (DES)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Smallcap Di (DES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
293K+ 78.97% |
$8.22M - $9.5M
|
665K
$21.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
119KNew |
$3.33M - $3.84M
|
119K
$3.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
115K+ 373.57% |
$3.23M - $3.73M
|
146K
$4.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
68.5KNew |
$1.92M - $2.22M
|
68.5K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
68.5KNew |
$1.92M - $2.22M
|
68.5K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
43.8K+ 25.33% |
$1.23M - $1.42M
|
217K
$6.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.5K+ 128.29% |
$1.16M - $1.34M
|
73.8K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 2.39% |
$1.08M - $1.25M
|
1.65M
$52.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
24.2K+ 3.52% |
$677K - $782K
|
711K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 35.23% |
$629K - $727K
|
86.2K
$2.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
22.4KNew |
$626K - $724K
|
22.4K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 10.27% |
$585K - $675K
|
224K
$7.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.9K+ 6.55% |
$556K - $643K
|
323K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.8K+ 10.85% |
$471K - $544K
|
172K
$5.49M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.2KNew |
$426K - $492K
|
15.2K
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 5.81% |
$400K - $462K
|
260K
$8.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$366K - $423K
|
13.1K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12K+ 2374.46% |
$336K - $388K
|
12.5K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
11KNew |
$308K - $356K
|
11K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$298K - $344K
|
10.6K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.4KNew |
$290K - $336K
|
10.4K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 590.25% |
$290K - $335K
|
12.1K
$386K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.44K+ 15.64% |
$264K - $306K
|
69.8K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.93K+ 59.31% |
$250K - $289K
|
24K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.09K+ 15.59% |
$227K - $262K
|
60K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38K+ 111.84% |
$207K - $239K
|
14K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.06K+ 38.83% |
$198K - $228K
|
25.2K
$805K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.96KNew |
$195K - $225K
|
6.96K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
6.76K+ 4.95% |
$190K - $219K
|
144K
$4.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.69KNew |
$188K - $217K
|
6.69K
$214K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.26K+ 2.56% |
$175K - $203K
|
251K
$8.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.6K+ 10.04% |
$157K - $181K
|
61.3K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.3K+ 46.21% |
$148K - $171K
|
16.8K
$535K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.27K+ 12.84% |
$148K - $170K
|
46.3K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.74K+ 11.0% |
$133K - $153K
|
47.8K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.68K+ 27.35% |
$131K - $152K
|
21.8K
$696K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
4.48K+ 2.31% |
$125K - $145K
|
198K
$6.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.64K+ 3.59% |
$102K - $118K
|
105K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.37K+ 4.75% |
$94.5K - $109K
|
74.3K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.93KNew |
$82.1K - $94.9K
|
2.93K
$93.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.91K+ 19.52% |
$81.7K - $94.3K
|
17.8K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.78K+ 15.92% |
$77.8K - $89.9K
|
20.2K
$645K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.73K+ 24.7% |
$76.4K - $88.2K
|
13.8K
$439K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.69KNew |
$75.3K - $87K
|
2.69K
$85.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.64K+ 2.86% |
$74K - $85.5K
|
95.1K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.57K+ 2.66% |
$72K - $83.2K
|
99.4K
$3.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.42K+ 6.61% |
$67.7K - $78.2K
|
39K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.36K+ 3.97% |
$66.1K - $76.4K
|
61.8K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.01K+ 4.19% |
$56.2K - $64.9K
|
49.9K
$1.59M
|