Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.6K- 6.95% |
$157K - $181K
|
75K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 5.74% |
$70.4K - $81.3K
|
41.3K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.04K- 7.34% |
$57.2K - $66K
|
25.7K
$845K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.3K- 45.77% |
$36.4K - $42.1K
|
1.54K
$50.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-495- 0.32% |
$13.9K - $16K
|
153K
$5.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 2.71% |
$7.68K - $8.87K
|
9.84K
$323K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-618K- 27.69% |
$19.5M - $21.8M
|
1.61M
$52.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-323K- 14.56% |
$10.2M - $11.4M
|
1.9M
$62.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-229K- 26.43% |
$7.25M - $8.07M
|
638K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-200K- 24.22% |
$6.34M - $7.06M
|
627K
$20.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63.7K- 81.44% |
$2.01M - $2.24M
|
14.5K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.1K- 8.2% |
$1.78M - $1.98M
|
629K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.8K- 1.3% |
$1.01M - $1.12M
|
2.42M
$79.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.5K- 2.07% |
$965K - $1.07M
|
1.45M
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30.4K- 30.23% |
$962K - $1.07M
|
70.2K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.2K- 26.86% |
$701K - $780K
|
60.3K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-20.6K- 46.83% |
$651K - $725K
|
23.4K
$767K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.3K- 17.99% |
$484K - $539K
|
69.8K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 26.7% |
$379K - $422K
|
32.9K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.5K- 38.5% |
$333K - $371K
|
16.8K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.09K- 19.82% |
$256K - $285K
|
32.7K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.9K- 1.43% |
$250K - $278K
|
546K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.33K- 19.83% |
$232K - $258K
|
29.6K
$973K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 25.71% |
$222K - $247K
|
20.3K
$665K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.9K- 2.81% |
$187K - $208K
|
204K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.73K- 13.9% |
$181K - $202K
|
35.5K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.29K- 0.54% |
$167K - $186K
|
966K
$31.7M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.4K- 3.16% |
$139K - $155K
|
135K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 1.92% |
$138K - $154K
|
223K
$7.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.19K- 19.76% |
$133K - $148K
|
17K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.46K- 7.43% |
$109K - $122K
|
43.1K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.37K- 1.67% |
$107K - $119K
|
198K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.12K- 1.0% |
$98.7K - $110K
|
309K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.06K- 11.19% |
$96.8K - $108K
|
24.3K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.02K- 41.17% |
$95.6K - $106K
|
4.32K
$142K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.76K- 4.82% |
$87.2K - $97.1K
|
54.4K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.65K- 4.96% |
$83.8K - $93.3K
|
50.7K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.51K- 11.14% |
$79.5K - $88.5K
|
20K
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.33K- 4.47% |
$73.7K - $82.1K
|
49.8K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 12.7% |
$65.6K - $73.1K
|
14.3K
$468K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 12.26% |
$62.4K - $69.5K
|
14.1K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-1.84K- 9.78% |
$58.2K - $64.8K
|
17K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.8K- 43.76% |
$57K - $63.5K
|
2.32K
$76K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.75K- 12.89% |
$55.4K - $61.7K
|
11.8K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 3.92% |
$55.1K - $61.4K
|
42.6K
$1.4M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.66K- 3.31% |
$52.6K - $58.6K
|
48.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.45K- 2.31% |
$46K - $51.2K
|
61.4K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.36K- 12.68% |
$43.1K - $48K
|
9.38K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 7.76% |
$41.4K - $46.1K
|
15.6K
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 4.81% |
$40.4K - $44.9K
|
25.2K
$828K
|
|