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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.8M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.5K+ 128.29% |
$1.16M - $1.34M
|
73.8K
$2.42M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$298K - $344K
|
10.6K
$349K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 590.25% |
$290K - $335K
|
12.1K
$397K
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.93K+ 59.31% |
$250K - $289K
|
24K
$787K
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
6.76K+ 4.95% |
$190K - $219K
|
144K
$4.71M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.27K+ 12.84% |
$148K - $170K
|
46.3K
$1.52M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.74K+ 11.0% |
$133K - $153K
|
47.8K
$1.57M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.64K+ 2.86% |
$74K - $85.5K
|
95.1K
$3.12M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.42K+ 6.61% |
$67.7K - $78.2K
|
39K
$1.28M
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.53K+ 13.75% |
$42.9K - $49.5K
|
12.7K
$416K
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.21% |
$29.7K - $34.3K
|
49K
$1.61M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
532+ 5.45% |
$14.9K - $17.2K
|
10.3K
$338K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
480+ 1.43% |
$13.4K - $15.5K
|
34K
$1.12M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
421+ 2.16% |
$11.8K - $13.6K
|
19.9K
$652K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 2.46% |
$8.74K - $10.1K
|
13K
$427K
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
216+ 1.28% |
$6.05K - $6.99K
|
17K
$559K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
115+ 0.67% |
$3.22K - $3.72K
|
17.2K
$565K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
112New |
$3.14K - $3.63K
|
112
$3.68K
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
58New |
$1.63K - $1.88K
|
58
$1.9K
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
43+ 0.03% |
$1.2K - $1.39K
|
142K
$4.65M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.12% |
$364 - $421
|
10.4K
$343K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
11+ 0.73% |
$308 - $356
|
1.51K
$49.6K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.21% |
$28 - $32.4
|
469
$15.4K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
211K+ 132.12% |
$6.69M - $7.45M
|
372K
$12.2M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
132KNew |
$4.19M - $4.66M
|
132K
$4.34M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 37.65% |
$3.74M - $4.16M
|
432K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 12.41% |
$3.35M - $3.73M
|
959K
$31.5M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81.3K+ 394.5% |
$2.57M - $2.86M
|
102K
$3.35M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
79.7KNew |
$2.52M - $2.81M
|
79.7K
$2.61M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.5K+ 10.31% |
$1.75M - $1.95M
|
594K
$19.5M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.1K+ 14.39% |
$1.21M - $1.34M
|
303K
$9.95M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
34KNew |
$1.08M - $1.2M
|
34K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8KNew |
$976K - $1.09M
|
30.8K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.5K+ 121.84% |
$902K - $1M
|
51.9K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$883K - $983K
|
27.9K
$916K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 31.2% |
$849K - $946K
|
113K
$3.71M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.4K+ 9.11% |
$646K - $719K
|
245K
$8.03M
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
20.2K+ 13.96% |
$639K - $712K
|
165K
$5.41M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
19.9K+ 13.02% |
$631K - $702K
|
173K
$5.68M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$575K - $640K
|
18.2K
$597K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.6KNew |
$524K - $583K
|
16.6K
$544K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6K+ 72.08% |
$430K - $479K
|
32.5K
$1.07M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.4K+ 1.26% |
$425K - $473K
|
1.08M
$35.5M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 24.57% |
$398K - $443K
|
63.7K
$2.09M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8K+ 8.3% |
$343K - $382K
|
142K
$4.65M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.4KNew |
$328K - $365K
|
10.4K
$340K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 10.43% |
$322K - $358K
|
108K
$3.53M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.76K+ 0.57% |
$309K - $344K
|
1.73M
$56.9M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.11K+ 69.55% |
$288K - $321K
|
22.2K
$729K
|