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 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.37K- 39.53% |
$63K - $69K
|
3.62K
$124K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.13K- 44.2% |
$30K - $32.9K
|
1.42K
$48.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.05K- 77.82% |
$27.9K - $30.6K
|
299
$10.2K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-662- 22.49% |
$17.6K - $19.3K
|
2.28K
$77.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-32- 0.99% |
$851 - $933
|
3.2K
$109K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-30K- 31.58% |
$819K - $964K
|
65K
$2.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.1K- 99.02% |
$275K - $323K
|
100
$3.41K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.83K- 95.48% |
$77.3K - $90.9K
|
134
$4.57K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-900- 48.0% |
$24.6K - $28.9K
|
975
$33.3K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-568- 1.64% |
$15.5K - $18.2K
|
34K
$1.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-180- 0.31% |
$4.91K - $5.78K
|
58.1K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 0.44% |
$983 - $1.16K
|
8.12K
$277K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.08K- 21.93% |
$54.7K - $63.5K
|
7.41K
$253K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 88.07% |
$29.7K - $34.5K
|
153
$5.22K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-620- 9.86% |
$16.3K - $18.9K
|
5.67K
$194K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-89- 4.95% |
$2.34K - $2.71K
|
1.71K
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-74- 47.74% |
$1.95K - $2.26K
|
81
$2.77K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-70- 0.38% |
$1.84K - $2.14K
|
18.3K
$624K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.1K- 63.64% |
$826K - $1.01M
|
18.3K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.7KClosed |
$327K - $400K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.81KClosed |
$124K - $152K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.94K- 1.71% |
$50K - $61.3K
|
112K
$3.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.08K- 22.59% |
$27.8K - $34.1K
|
3.7K
$126K
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-495- 0.47% |
$12.7K - $15.6K
|
105K
$3.57M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-37KClosed |
$1.02M - $1.19M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9.32KClosed |
$257K - $300K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.2KClosed |
$199K - $231K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.81KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.5KClosed |
$179K - $209K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.42KClosed |
$177K - $206K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-6.4KClosed |
$177K - $206K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.3KClosed |
$174K - $203K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-5.9K- 43.59% |
$163K - $190K
|
7.63K
$260K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.09K- 36.22% |
$113K - $131K
|
7.19K
$246K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-2.42K- 17.0% |
$66.6K - $77.6K
|
11.8K
$403K
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.74K- 17.74% |
$47.8K - $55.8K
|
8.04K
$275K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-717Closed |
$19.8K - $23K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-633Closed |
$17.5K - $20.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-280Closed |
$7.72K - $9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-150- 2.3% |
$4.14K - $4.82K
|
6.39K
$218K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-49Closed |
$1.35K - $1.57K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-26Closed |
$717 - $836
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.95KClosed |
$245K - $266K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-6.89KClosed |
$212K - $231K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.71KClosed |
$52.8K - $57.4K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1.5K- 53.57% |
$46.2K - $50.2K
|
1.3K
$44.4K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.38KClosed |
$42.4K - $46.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-1K- 2.45% |
$30.8K - $33.5K
|
39.8K
$1.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-706Closed |
$21.7K - $23.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-600Closed |
$18.5K - $20.1K
|
0
$0
|
|