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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.06KNew |
$137K - $153K
|
4.06K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.69K+ 244.36% |
$90.6K - $101K
|
3.79K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.54K+ 56.75% |
$85.6K - $95.7K
|
7.01K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.34KNew |
$45K - $50.3K
|
1.34K
$43.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.05KNew |
$35.4K - $39.6K
|
1.05K
$34.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
953New |
$32.1K - $35.9K
|
953
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
500New |
$16.9K - $18.8K
|
500
$16.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
236New |
$7.95K - $8.89K
|
236
$7.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
170New |
$5.73K - $6.41K
|
170
$5.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
166New |
$5.59K - $6.26K
|
166
$5.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85+ 6.16% |
$2.86K - $3.2K
|
1.47K
$48.1K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
46+ 0.75% |
$1.55K - $1.73K
|
6.18K
$203K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
37New |
$1.25K - $1.39K
|
37
$1.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$1.01K - $1.13K
|
30
$985
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 0.08% |
$1.01K - $1.13K
|
36.2K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$303 - $339
|
9
$295
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$33.7 - $37.7
|
130
$4.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.87% |
$33.7 - $37.7
|
116
$3.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$33.7 - $37.7
|
8.12K
$266K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 30.81% |
$3.21M - $3.66M
|
445K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.9K+ 10.26% |
$1.41M - $1.6M
|
493K
$16.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.93KNew |
$181K - $207K
|
5.93K
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.91KNew |
$181K - $206K
|
5.91K
$194K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.2KNew |
$36.7K - $41.9K
|
1.2K
$39.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
875+ 0.68% |
$26.8K - $30.6K
|
129K
$4.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
731+ 2.51% |
$22.4K - $25.5K
|
29.8K
$979K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
559+ 7.73% |
$17.1K - $19.5K
|
7.79K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
371New |
$11.4K - $13K
|
371
$12.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 25.53% |
$9.18K - $10.5K
|
1.48K
$48.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
260New |
$7.96K - $9.08K
|
260
$8.53K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
143+ 1.68% |
$4.38K - $4.99K
|
8.64K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
63New |
$1.93K - $2.2K
|
63
$2.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$184 - $210
|
6
$197
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 150.0% |
$91.8 - $105
|
5
$164
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.9% |
$61.2 - $69.8
|
224
$7.35K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$4.16M - $4.46M
|
137K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.2K+ 71.54% |
$311K - $333K
|
24.6K
$806K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.07K+ 767.25% |
$93.1K - $99.8K
|
3.47K
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49KNew |
$75.4K - $80.8K
|
2.49K
$81.6K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.38KNew |
$72.2K - $77.5K
|
2.38K
$78.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
993+ 3.03% |
$30.1K - $32.3K
|
33.8K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
634+ 15.02% |
$19.2K - $20.6K
|
4.86K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
456New |
$13.8K - $14.8K
|
456
$15K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$6.07K - $6.51K
|
200
$6.56K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
138New |
$4.19K - $4.49K
|
138
$4.53K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
114New |
$3.46K - $3.71K
|
114
$3.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62+ 0.34% |
$1.88K - $2.02K
|
18.2K
$596K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
61+ 0.6% |
$1.85K - $1.98K
|
10.2K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33+ 0.48% |
$1K - $1.07K
|
6.93K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$243 - $260
|
8
$263
|
|