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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.89KNew |
$234K - $271K
|
8.89K
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.73KNew |
$203K - $236K
|
7.73K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7.55KNew |
$199K - $230K
|
7.55K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$73.5K - $85.3K
|
2.8K
$100K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.77KNew |
$72.7K - $84.3K
|
2.77K
$99K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.01K+ 8.84% |
$52.7K - $61.2K
|
24.7K
$884K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.06KNew |
$27.9K - $32.4K
|
1.06K
$38K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.02KNew |
$26.9K - $31.2K
|
1.02K
$36.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
504New |
$13.3K - $15.4K
|
504
$18K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
166+ 535.48% |
$4.36K - $5.06K
|
197
$7.05K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
151+ 0.97% |
$3.97K - $4.61K
|
15.7K
$560K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
117New |
$3.08K - $3.57K
|
117
$4.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28+ 0.03% |
$736 - $854
|
83.9K
$3M
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
69.5KNew |
$1.79M - $2.19M
|
69.5K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.4K+ 124.38% |
$267K - $327K
|
18.7K
$670K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$267K - $327K
|
10.4K
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.27KNew |
$239K - $293K
|
9.27K
$332K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
5.94K+ 2.6% |
$153K - $187K
|
235K
$8.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.4KNew |
$61.8K - $75.7K
|
2.4K
$85.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.15KNew |
$55.3K - $67.8K
|
2.15K
$76.9K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 4.71% |
$51.8K - $63.5K
|
44.7K
$1.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61K+ 3.33% |
$41.5K - $50.9K
|
50K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.13KNew |
$29.2K - $35.8K
|
1.13K
$40.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
906New |
$23.3K - $28.6K
|
906
$32.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
900New |
$23.2K - $28.4K
|
900
$32.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$15.6K - $19.1K
|
607
$21.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
560New |
$14.4K - $17.7K
|
560
$20K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$7.72K - $9.46K
|
300
$10.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
285+ 63.33% |
$7.34K - $8.99K
|
735
$26.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200New |
$5.15K - $6.31K
|
200
$7.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.86% |
$206 - $252
|
935
$33.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.83% |
$77.2 - $94.6
|
364
$13K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$25.7 - $31.5
|
7.23K
$259K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
58.8K+ 11675.79% |
$1.62M - $1.89M
|
59.4K
$2.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.6KNew |
$677K - $789K
|
24.6K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$599K - $698K
|
21.7K
$778K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
11.4K+ 13.89% |
$314K - $366K
|
93.5K
$3.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
8.28KNew |
$228K - $266K
|
8.28K
$296K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
5.03KNew |
$139K - $162K
|
5.03K
$180K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.53KNew |
$69.7K - $81.3K
|
2.53K
$90.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.1K+ 11.91% |
$30.4K - $35.5K
|
10.4K
$371K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333New |
$9.18K - $10.7K
|
333
$11.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
263New |
$7.25K - $8.45K
|
263
$9.42K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
166New |
$4.58K - $5.34K
|
166
$5.94K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
40New |
$1.1K - $1.29K
|
40
$1.43K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.2% |
$469 - $546
|
8.65K
$310K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5+ 0.05% |
$138 - $161
|
10.5K
$375K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.12% |
$82.7 - $96.4
|
2.55K
$91.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$27.6 - $32.1
|
2.08K
$74.6K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
654New |
$20.1K - $21.9K
|
654
$23.4K
|
|