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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 4.81% |
$40.4K - $44.9K
|
25.2K
$828K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.25K- 3.18% |
$39.4K - $43.8K
|
37.9K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 9.51% |
$36.9K - $41.1K
|
11.1K
$365K
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.12K- 2.27% |
$35.3K - $39.3K
|
47.9K
$1.57M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.06K- 2.17% |
$33.6K - $37.4K
|
47.9K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06KClosed |
$33.5K - $37.3K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.05K- 7.81% |
$33.2K - $36.9K
|
12.4K
$406K
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 9.94% |
$31.6K - $35.2K
|
9.07K
$298K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-987- 3.93% |
$31.2K - $34.8K
|
24.1K
$792K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-961- 8.39% |
$30.4K - $33.8K
|
10.5K
$344K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-961- 6.39% |
$30.4K - $33.8K
|
14.1K
$462K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-925- 1.88% |
$29.3K - $32.6K
|
48.3K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-918- 6.99% |
$29K - $32.3K
|
12.2K
$401K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-908- 0.53% |
$28.7K - $32K
|
172K
$5.63M
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-900- 11.53% |
$28.5K - $31.7K
|
6.91K
$227K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-799- 7.56% |
$25.3K - $28.1K
|
9.77K
$321K
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-694- 2.75% |
$22K - $24.4K
|
24.5K
$805K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-681- 1.21% |
$21.5K - $24K
|
55.4K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-634- 2.42% |
$20.1K - $22.3K
|
25.6K
$840K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-606- 8.21% |
$19.2K - $21.3K
|
6.78K
$222K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-583- 3.4% |
$18.4K - $20.5K
|
16.6K
$544K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-535- 1.7% |
$16.9K - $18.8K
|
30.9K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-532- 5.11% |
$16.8K - $18.7K
|
9.87K
$324K
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-426- 2.75% |
$13.5K - $15K
|
15.1K
$494K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-415- 2.63% |
$13.1K - $14.6K
|
15.3K
$504K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-408- 2.46% |
$12.9K - $14.4K
|
16.2K
$530K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-397- 1.71% |
$12.6K - $14K
|
22.9K
$751K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-383- 28.65% |
$12.1K - $13.5K
|
954
$31.3K
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-381- 0.32% |
$12.1K - $13.4K
|
119K
$3.9M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-370- 0.63% |
$11.7K - $13K
|
58.7K
$1.93M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-367- 9.24% |
$11.6K - $12.9K
|
3.6K
$118K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-331- 30.62% |
$10.5K - $11.7K
|
750
$24.6K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-324- 4.96% |
$10.2K - $11.4K
|
6.21K
$204K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-318- 2.81% |
$10.1K - $11.2K
|
11K
$361K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-298- 2.57% |
$9.43K - $10.5K
|
11.3K
$371K
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-290- 2.03% |
$9.17K - $10.2K
|
14K
$460K
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-277- 0.66% |
$8.76K - $9.76K
|
41.9K
$1.37M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-266- 10.72% |
$8.41K - $9.37K
|
2.22K
$72.7K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 49.6% |
$7.91K - $8.81K
|
254
$8.34K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-245- 13.42% |
$7.75K - $8.63K
|
1.58K
$51.9K
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-239- 3.09% |
$7.56K - $8.42K
|
7.48K
$246K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-202- 2.38% |
$6.39K - $7.11K
|
8.3K
$272K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-197- 1.86% |
$6.23K - $6.94K
|
10.4K
$341K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-190- 2.76% |
$6.01K - $6.69K
|
6.69K
$220K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-182- 0.37% |
$5.76K - $6.41K
|
48.9K
$1.6M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-173- 1.95% |
$5.47K - $6.09K
|
8.7K
$286K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-100- 0.15% |
$3.16K - $3.52K
|
68.1K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-94- 0.75% |
$2.97K - $3.31K
|
12.4K
$406K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-84- 0.47% |
$2.66K - $2.96K
|
17.7K
$580K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73- 0.05% |
$2.31K - $2.57K
|
145K
$4.76M
|