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 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.8K- 52.79% |
$237K - $254K
|
6.97K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.93K- 33.85% |
$119K - $128K
|
7.69K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 29.19% |
$106K - $114K
|
8.49K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.02K- 20.67% |
$91.5K - $98.1K
|
11.6K
$380K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.05K- 24.23% |
$62K - $66.5K
|
6.4K
$210K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.88K- 69.55% |
$57K - $61.2K
|
823
$27K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 68.45% |
$44.8K - $48K
|
680
$22.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-510- 16.56% |
$15.5K - $16.6K
|
2.57K
$84.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-265- 3.71% |
$8.04K - $8.62K
|
6.87K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-189- 2.34% |
$5.73K - $6.15K
|
7.87K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3Closed |
$91 - $97.6
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1Closed |
$30.3 - $32.5
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.62K- 70.98% |
$49K - $52.9K
|
662
$21.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-261- 10.79% |
$7.9K - $8.53K
|
2.16K
$70.9K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-226- 2.93% |
$6.84K - $7.39K
|
7.5K
$246K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-192- 13.06% |
$5.81K - $6.27K
|
1.28K
$41.9K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-130- 9.99% |
$3.93K - $4.25K
|
1.17K
$38.4K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-127- 0.6% |
$3.84K - $4.15K
|
20.9K
$685K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3- 0.29% |
$90.8 - $98
|
1.03K
$33.9K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.37K- 10.37% |
$249K - $307K
|
81K
$2.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-9.09K- 94.19% |
$241K - $297K
|
561
$18.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.31K- 1.15% |
$87.7K - $108K
|
284K
$9.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 16.12% |
$69.3K - $85.4K
|
13.6K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.23K- 4.71% |
$32.6K - $40.1K
|
24.8K
$814K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-961- 12.83% |
$25.5K - $31.4K
|
6.53K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-583- 6.52% |
$15.5K - $19.1K
|
8.36K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-183- 6.78% |
$4.86K - $5.99K
|
2.52K
$82.5K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.7K- 33.57% |
$103K - $114K
|
7.33K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.04K- 4.83% |
$84.4K - $93.1K
|
59.9K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.08K- 8.98% |
$30.1K - $33.2K
|
11K
$360K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-893- 53.51% |
$24.8K - $27.4K
|
776
$25.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 1.32% |
$5.56K - $6.13K
|
15K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 2.72% |
$1.39K - $1.53K
|
1.79K
$58.8K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.8K- 14.62% |
$288K - $315K
|
63.1K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.37K- 39.53% |
$63K - $69K
|
3.62K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.13K- 44.2% |
$30K - $32.9K
|
1.42K
$46.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.05K- 77.82% |
$27.9K - $30.6K
|
299
$9.81K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-662- 22.49% |
$17.6K - $19.3K
|
2.28K
$74.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-32- 0.99% |
$851 - $933
|
3.2K
$105K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-30K- 31.58% |
$819K - $964K
|
65K
$2.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.1K- 99.02% |
$275K - $323K
|
100
$3.28K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.83K- 95.48% |
$77.3K - $90.9K
|
134
$4.4K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-900- 48.0% |
$24.6K - $28.9K
|
975
$32K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-568- 1.64% |
$15.5K - $18.2K
|
34K
$1.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-180- 0.31% |
$4.91K - $5.78K
|
58.1K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 0.44% |
$983 - $1.16K
|
8.12K
$266K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.08K- 21.93% |
$54.7K - $63.5K
|
7.41K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 88.07% |
$29.7K - $34.5K
|
153
$5.02K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-620- 9.86% |
$16.3K - $18.9K
|
5.67K
$186K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-89- 4.95% |
$2.34K - $2.71K
|
1.71K
$56.1K
|
|