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 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 0.98% |
$1.5K - $1.71K
|
5.06K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.16% |
$1.44K - $1.64K
|
29.8K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.13% |
$826 - $943
|
20.2K
$722K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.74% |
$551 - $629
|
2.46K
$88K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.08% |
$337 - $384
|
14K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.75% |
$275 - $314
|
1.2K
$43.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.47% |
$214 - $244
|
1.48K
$53.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$184 - $210
|
6
$215
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 9.3% |
$122 - $140
|
47
$1.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.02% |
$122 - $140
|
25.6K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 150.0% |
$91.8 - $105
|
5
$179
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.54% |
$91.8 - $105
|
562
$20.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.9% |
$61.2 - $69.8
|
224
$8.02K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$61.2 - $69.8
|
1.08K
$38.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$30.6 - $34.9
|
129
$4.62K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$4.16M - $4.46M
|
137K
$4.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59K+ 607.59% |
$1.79M - $1.92M
|
68.7K
$2.46M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
17.3K+ 3608.98% |
$524K - $562K
|
17.8K
$636K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$350K - $375K
|
11.5K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.2K+ 71.54% |
$311K - $333K
|
24.6K
$880K
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
8.35K+ 36.56% |
$253K - $272K
|
31.2K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.51KNew |
$197K - $212K
|
6.51K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46K+ 3.39% |
$105K - $113K
|
106K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.07K+ 767.25% |
$93.1K - $99.8K
|
3.47K
$124K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49KNew |
$75.4K - $80.8K
|
2.49K
$89K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.22K+ 92.84% |
$67.3K - $72.2K
|
4.61K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
993+ 3.03% |
$30.1K - $32.3K
|
33.8K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
634+ 15.02% |
$19.2K - $20.6K
|
4.86K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
536+ 6.06% |
$16.3K - $17.4K
|
9.39K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
456New |
$13.8K - $14.8K
|
456
$16.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$6.07K - $6.51K
|
200
$7.16K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
138New |
$4.19K - $4.49K
|
138
$4.94K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
114New |
$3.46K - $3.71K
|
114
$4.08K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
73New |
$2.21K - $2.37K
|
73
$2.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62+ 0.34% |
$1.88K - $2.02K
|
18.2K
$651K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
61+ 0.6% |
$1.85K - $1.98K
|
10.2K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 35.78% |
$1.18K - $1.27K
|
148
$5.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33+ 0.48% |
$1K - $1.07K
|
6.93K
$248K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$516 - $553
|
17
$609
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$243 - $260
|
8
$286
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$30.3 - $32.5
|
6.7K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.5K+ 140.95% |
$2.13M - $2.3M
|
120K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$421K - $454K
|
13.9K
$498K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.1KNew |
$395K - $427K
|
13.1K
$468K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.27KNew |
$220K - $237K
|
7.27K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.3KNew |
$191K - $206K
|
6.3K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.23K+ 16.3% |
$158K - $171K
|
37.3K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.48KNew |
$135K - $146K
|
4.48K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.03KNew |
$122K - $132K
|
4.03K
$144K
|
|