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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.8KClosed |
$416K - $514K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$375K - $464K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$329K - $407K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.1KClosed |
$267K - $330K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.53KClosed |
$119K - $148K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41KClosed |
$89.6K - $111K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.62KClosed |
$68.8K - $85.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.64KClosed |
$43.3K - $53.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.01KClosed |
$26.6K - $32.9K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$17K - $21.1K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-572Closed |
$15K - $18.6K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-572Closed |
$15K - $18.6K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-331Closed |
$8.71K - $10.8K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-255Closed |
$6.71K - $8.3K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-210Closed |
$5.53K - $6.84K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$1.11K - $1.37K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9Closed |
$237 - $293
|
0
$0
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-300KClosed |
$6.38M - $8.04M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18.7KClosed |
$398K - $501K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-781Closed |
$16.6K - $20.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-611Closed |
$13K - $16.4K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$2.38K - $3K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-105Closed |
$2.23K - $2.82K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26Closed |
$553 - $697
|
0
$0
|
|
Q3 2020 | |||||||
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-91.3KClosed |
$1.83M - $2.12M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-40.1KClosed |
$806K - $933K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-13KClosed |
$261K - $302K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.5KClosed |
$111K - $128K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.21KClosed |
$84.5K - $97.7K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$502 - $581
|
0
$0
|
|
Q2 2020 | |||||||
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31.3KClosed |
$518K - $737K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6KClosed |
$176K - $250K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.72KClosed |
$144K - $205K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.1KClosed |
$84.4K - $120K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.92K- 23.14% |
$81.4K - $116K
|
16.3K
$558K
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-3.83KClosed |
$63.3K - $90K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.55KClosed |
$42.2K - $60K
|
0
$0
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.54KClosed |
$42.1K - $59.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.46K- 92.98% |
$40.8K - $58K
|
186
$6.35K
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.67KClosed |
$27.6K - $39.3K
|
0
$0
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.27KClosed |
$20.9K - $29.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.08KClosed |
$17.9K - $25.4K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
PUT |
-300- 50.0% |
$4.96K - $7.06K
|
300
$10.2K
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-147Closed |
$2.43K - $3.46K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-143Closed |
$2.37K - $3.37K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-133Closed |
$2.2K - $3.13K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-114Closed |
$1.89K - $2.68K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91Closed |
$1.51K - $2.14K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-142KClosed |
$2.25M - $4.09M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Keudell
|
SELL
|
- |
-91.9KClosed |
$1.46M - $2.65M
|
0
$0
|