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 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
317+ 0.23% |
$9.59K - $10.4K
|
137K
$4.26M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
274New |
$8.29K - $8.95K
|
274
$8.54K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
265+ 3.86% |
$8.02K - $8.66K
|
7.14K
$222K
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
238+ 1.49% |
$7.2K - $7.78K
|
16.2K
$505K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
224+ 0.32% |
$6.78K - $7.32K
|
69.6K
$2.17M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
222+ 0.23% |
$6.72K - $7.25K
|
98.5K
$3.07M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
182+ 1.49% |
$5.51K - $5.95K
|
12.4K
$386K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
182+ 1.58% |
$5.51K - $5.95K
|
11.7K
$364K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
170New |
$5.14K - $5.56K
|
170
$5.3K
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
150+ 0.46% |
$4.54K - $4.9K
|
32.8K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
128+ 0.84% |
$3.87K - $4.18K
|
15.4K
$479K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 1.05% |
$3.36K - $3.63K
|
10.7K
$334K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
81+ 1.3% |
$2.45K - $2.65K
|
6.32K
$197K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
78+ 0.5% |
$2.36K - $2.55K
|
15.7K
$488K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75New |
$2.27K - $2.45K
|
75
$2.34K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
73+ 0.16% |
$2.21K - $2.39K
|
45.4K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
72+ 1.01% |
$2.18K - $2.35K
|
7.23K
$225K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64+ 6.92% |
$1.94K - $2.09K
|
989
$30.8K
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
63+ 0.63% |
$1.91K - $2.06K
|
10.1K
$315K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.48% |
$1.6K - $1.73K
|
11K
$343K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
45+ 0.48% |
$1.36K - $1.47K
|
9.43K
$294K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 1.69% |
$1.36K - $1.47K
|
2.7K
$84.2K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42New |
$1.27K - $1.37K
|
42
$1.31K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40+ 0.4% |
$1.21K - $1.31K
|
9.97K
$311K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 4.26% |
$908 - $980
|
734
$22.9K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 1.12% |
$545 - $588
|
1.63K
$50.6K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.08% |
$514 - $556
|
20.1K
$626K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.51% |
$182 - $196
|
1.19K
$36.9K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.2% |
$182 - $196
|
3.08K
$95.9K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5+ 0.34% |
$151 - $163
|
1.47K
$45.7K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.43% |
$151 - $163
|
1.16K
$36.2K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.41% |
$90.8 - $98
|
738
$23K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.46% |
$30.3 - $32.7
|
220
$6.85K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$30.3 - $32.7
|
127
$3.96K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$3.63M - $4.48M
|
137K
$4.26M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56.6KNew |
$1.5M - $1.85M
|
56.6K
$1.76M
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
18.7KNew |
$498K - $613K
|
18.7K
$584K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18K+ 1803700.0% |
$479K - $590K
|
18K
$562K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$350K - $431K
|
13.2K
$411K
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.5KNew |
$305K - $376K
|
11.5K
$358K
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.74KNew |
$179K - $221K
|
6.74K
$210K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.52KNew |
$40.3K - $49.7K
|
1.52K
$47.3K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.4K+ 10.73% |
$37.2K - $45.8K
|
14.5K
$450K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
267New |
$7.09K - $8.74K
|
267
$8.32K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
111+ 4.23% |
$2.95K - $3.63K
|
2.73K
$85.1K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
72New |
$1.91K - $2.36K
|
72
$2.24K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$212 - $262
|
8
$249
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.34% |
$106 - $131
|
1.18K
$36.6K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.78% |
$106 - $131
|
517
$16.1K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$267K - $294K
|
9.6K
$299K
|