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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
346+ 203.53% |
$10.9K - $12.2K
|
516
$16.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
335+ 1.02% |
$10.6K - $11.8K
|
33.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
318New |
$10.1K - $11.2K
|
318
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
310New |
$9.81K - $10.9K
|
310
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
287+ 2.57% |
$9.08K - $10.1K
|
11.5K
$376K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
276+ 0.47% |
$8.73K - $9.72K
|
58.9K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
275New |
$8.7K - $9.69K
|
275
$9.03K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
266+ 3.98% |
$8.41K - $9.37K
|
6.95K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
246+ 0.24% |
$7.78K - $8.66K
|
101K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
208+ 0.73% |
$6.58K - $7.33K
|
28.6K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
187+ 0.35% |
$5.91K - $6.59K
|
53.4K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
185+ 3.77% |
$5.85K - $6.52K
|
5.09K
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
166New |
$5.25K - $5.85K
|
166
$5.45K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
150New |
$4.74K - $5.28K
|
150
$4.92K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
142New |
$4.49K - $5K
|
142
$4.66K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
135+ 0.23% |
$4.27K - $4.75K
|
58.2K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
134+ 1.26% |
$4.24K - $4.72K
|
10.7K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
132+ 0.57% |
$4.18K - $4.65K
|
23.4K
$767K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
121+ 0.73% |
$3.83K - $4.26K
|
16.7K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
118+ 0.92% |
$3.73K - $4.16K
|
13K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
97+ 2.9% |
$3.07K - $3.42K
|
3.45K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
84+ 0.02% |
$2.66K - $2.96K
|
339K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
83+ 0.97% |
$2.63K - $2.92K
|
8.61K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 0.14% |
$2.56K - $2.85K
|
59.4K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75+ 101.35% |
$2.37K - $2.64K
|
149
$4.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
71+ 1.76% |
$2.25K - $2.5K
|
4.1K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
49+ 0.51% |
$1.55K - $1.73K
|
9.71K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 1.13% |
$886 - $986
|
2.5K
$82.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
22+ 1.59% |
$696 - $775
|
1.41K
$46.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$538 - $599
|
17
$558
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 8.74% |
$506 - $564
|
199
$6.53K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$348 - $387
|
11
$361
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 0.58% |
$221 - $247
|
1.22K
$40K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.06% |
$158 - $176
|
8.9K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.04% |
$127 - $141
|
11K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.41% |
$94.9 - $106
|
730
$24K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2New |
$63.3 - $70.4
|
2
$65.6
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.01% |
$63.3 - $70.4
|
25.6K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.08% |
$63.3 - $70.4
|
51
$1.67K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.0% |
$31.6 - $35.2
|
34.7K
$1.14M
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
49.2K+ 44.96% |
$1.66M - $1.86M
|
159K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
24.4KNew |
$822K - $919K
|
24.4K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
10.4KNew |
$350K - $392K
|
10.4K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.3KNew |
$346K - $386K
|
10.3K
$337K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.97KNew |
$336K - $376K
|
9.97K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.89K+ 33.63% |
$300K - $335K
|
35.3K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7KNew |
$236K - $264K
|
7K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$209K - $234K
|
6.21K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.97KNew |
$201K - $225K
|
5.97K
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.85KNew |
$197K - $221K
|
5.85K
$192K
|
|