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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-250- 2.38% |
$7.01K - $8.09K
|
10.2K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-250- 1.77% |
$7.01K - $8.09K
|
13.8K
$472K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-243- 27.15% |
$6.81K - $7.87K
|
652
$22.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-239- 4.12% |
$6.7K - $7.74K
|
5.56K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-186- 2.16% |
$5.21K - $6.02K
|
8.42K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-180- 1.66% |
$5.04K - $5.83K
|
10.7K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-175- 1.41% |
$4.9K - $5.66K
|
12.2K
$417K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-175- 0.32% |
$4.9K - $5.66K
|
55.2K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-174- 0.59% |
$4.88K - $5.63K
|
29.5K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-161- 16.88% |
$4.51K - $5.21K
|
793
$27.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-160- 1.65% |
$4.48K - $5.18K
|
9.54K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-115- 85.19% |
$3.22K - $3.72K
|
20
$683
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-106- 0.4% |
$2.97K - $3.43K
|
26.2K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-79- 0.19% |
$2.21K - $2.56K
|
41.8K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-56- 0.16% |
$1.57K - $1.81K
|
34.7K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-54- 27.14% |
$1.51K - $1.75K
|
145
$4.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 2.12% |
$1.32K - $1.52K
|
2.17K
$74K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 0.15% |
$981 - $1.13K
|
23.1K
$790K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-26- 0.38% |
$729 - $842
|
6.75K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-24- 0.16% |
$672 - $777
|
14.6K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-13- 11.21% |
$364 - $421
|
103
$3.52K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.09K- 19.82% |
$256K - $285K
|
32.7K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 25.71% |
$222K - $247K
|
20.3K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.73K- 13.9% |
$181K - $202K
|
35.5K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2.76K- 4.82% |
$87.2K - $97.1K
|
54.4K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 12.7% |
$65.6K - $73.1K
|
14.3K
$487K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.66K- 3.31% |
$52.6K - $58.6K
|
48.6K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 7.76% |
$41.4K - $46.1K
|
15.6K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 9.94% |
$31.6K - $35.2K
|
9.07K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-900- 11.53% |
$28.5K - $31.7K
|
6.91K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-583- 3.4% |
$18.4K - $20.5K
|
16.6K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-408- 2.46% |
$12.9K - $14.4K
|
16.2K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-367- 9.24% |
$11.6K - $12.9K
|
3.6K
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-331- 30.62% |
$10.5K - $11.7K
|
750
$25.6K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 49.6% |
$7.91K - $8.81K
|
254
$8.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-245- 13.42% |
$7.75K - $8.63K
|
1.58K
$53.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-197- 1.86% |
$6.23K - $6.94K
|
10.4K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-190- 2.76% |
$6.01K - $6.69K
|
6.69K
$228K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-84- 0.47% |
$2.66K - $2.96K
|
17.7K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73- 0.05% |
$2.31K - $2.57K
|
145K
$4.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-41- 0.61% |
$1.3K - $1.44K
|
6.73K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 3.16% |
$94.9 - $106
|
92
$3.14K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1- 0.02% |
$31.6 - $35.2
|
6.5K
$222K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 4.07% |
$119K - $134K
|
83.5K
$2.85M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.3K- 34.64% |
$111K - $124K
|
6.23K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.47K- 27.26% |
$83.2K - $93.1K
|
6.59K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 10.99% |
$81.4K - $91K
|
19.6K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 14.37% |
$57.3K - $64K
|
10.1K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.35K- 7.86% |
$45.5K - $50.9K
|
15.8K
$540K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.2K- 11.68% |
$40.5K - $45.3K
|
9.09K
$310K
|
|