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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.1K+ 12.1% |
$536K - $592K
|
159K
$5.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 66.65% |
$253K - $279K
|
20.2K
$682K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$194K - $214K
|
6.21K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
6.11KNew |
$191K - $211K
|
6.11K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.07K+ 10.02% |
$127K - $141K
|
44.7K
$1.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.27K+ 5.29% |
$102K - $113K
|
65.1K
$2.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 7.18% |
$92.7K - $102K
|
44.2K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.7K+ 2.84% |
$84.5K - $93.2K
|
97.8K
$3.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.29K+ 3.1% |
$71.6K - $79K
|
76.1K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.22K+ 8.35% |
$69.5K - $76.7K
|
28.8K
$974K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
786+ 1.36% |
$24.6K - $27.1K
|
58.4K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
686+ 0.3% |
$21.5K - $23.7K
|
229K
$7.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
476New |
$14.9K - $16.4K
|
476
$16.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
465+ 1.81% |
$14.6K - $16.1K
|
26.2K
$886K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
349+ 2.68% |
$10.9K - $12.1K
|
13.4K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
275+ 1.72% |
$8.61K - $9.5K
|
16.3K
$550K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
230+ 1.82% |
$7.2K - $7.94K
|
12.9K
$436K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61New |
$1.91K - $2.11K
|
61
$2.06K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
404K+ 21.33% |
$11.3M - $13.1M
|
2.3M
$77.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
293K+ 78.97% |
$8.22M - $9.5M
|
665K
$22.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
150K+ 6.19% |
$4.2M - $4.86M
|
2.57M
$87.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
119KNew |
$3.33M - $3.84M
|
119K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
115K+ 373.57% |
$3.23M - $3.73M
|
146K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.2KNew |
$2.53M - $2.92M
|
90.2K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
68.5KNew |
$1.92M - $2.22M
|
68.5K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
68.5KNew |
$1.92M - $2.22M
|
68.5K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
43.8K+ 25.33% |
$1.23M - $1.42M
|
217K
$7.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 2.39% |
$1.08M - $1.25M
|
1.65M
$55.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
24.2K+ 3.52% |
$677K - $782K
|
711K
$24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 35.23% |
$629K - $727K
|
86.2K
$2.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
22.4KNew |
$626K - $724K
|
22.4K
$756K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.9K+ 6.55% |
$556K - $643K
|
323K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.8K+ 10.85% |
$471K - $544K
|
172K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
15.9K+ 5.13% |
$444K - $513K
|
325K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.2KNew |
$426K - $492K
|
15.2K
$514K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 5.81% |
$400K - $462K
|
260K
$8.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$366K - $423K
|
13.1K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 3.01% |
$365K - $421K
|
445K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12K+ 2374.46% |
$336K - $388K
|
12.5K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$315K - $364K
|
11.2K
$380K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
11KNew |
$308K - $356K
|
11K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6KNew |
$298K - $344K
|
10.6K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.4KNew |
$290K - $336K
|
10.4K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.72K+ 123.25% |
$272K - $315K
|
17.6K
$595K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.44K+ 15.64% |
$264K - $306K
|
69.8K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9KNew |
$252K - $291K
|
9K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.93K+ 59.31% |
$250K - $289K
|
24K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.09K+ 15.59% |
$227K - $262K
|
60K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.38K+ 111.84% |
$207K - $239K
|
14K
$473K
|
|