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 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
144New |
$4.43K - $4.82K
|
144
$5.16K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$1.35K - $1.47K
|
44
$1.58K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44New |
$1.35K - $1.47K
|
44
$1.58K
|
|
| Q4 2021 | |||||||
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.94KNew |
$122K - $133K
|
3.94K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.86KNew |
$88.4K - $96.5K
|
2.86K
$102K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
270New |
$8.35K - $9.12K
|
270
$9.67K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$907K - $968K
|
30K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17.5KNew |
$528K - $564K
|
17.5K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2KNew |
$60.4K - $64.5K
|
2K
$71.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
975+ 12.66% |
$29.5K - $31.5K
|
8.68K
$311K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$2.75K - $2.94K
|
91
$3.26K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
13.5KNew |
$423K - $453K
|
13.5K
$484K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21New |
$657 - $704
|
21
$752
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$219 - $235
|
7
$251
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
258New |
$6.79K - $8.4K
|
258
$9.24K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
256New |
$6.74K - $8.33K
|
256
$9.16K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.13KNew |
$45.3K - $57.1K
|
2.13K
$76.3K
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.63KNew |
$32.7K - $37.8K
|
1.63K
$58.2K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$453K
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
927New |
N/A
|
927
$33.2K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
903New |
N/A
|
903
$32.3K
|
|
|
Jan 22, 2019
Q4 2018
|
Eukles Asset Management
|
BUY
|
- |
234New |
N/A
|
234
$8.38K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.57K+ 22.48% |
N/A
|
8.56K
$306K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$434K
|
|
|
Jan 23, 2018
Q4 2017
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.17K+ 200.0% |
N/A
|
3.25K
$116K
|
|
|
Jan 03, 2024
Q4 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.14K+ 200.0% |
N/A
|
1.71K
$61.1K
|
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$107
|
|
| Q3 2017 | |||||||
|
Nov 02, 2017
Q3 2017
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$113K
|
|