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 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.4KClosed |
$22.2K - $40.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.19KClosed |
$18.9K - $34.3K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.09KClosed |
$17.4K - $31.5K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.03KClosed |
$16.3K - $29.6K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-938Closed |
$14.9K - $27.1K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-907Closed |
$14.4K - $26.2K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-458Closed |
$7.29K - $13.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-445Closed |
$7.08K - $12.8K
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-360Closed |
$5.73K - $10.4K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-300- 87.72% |
$4.78K - $8.66K
|
42
$1.43K
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-212Closed |
$3.38K - $6.12K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-120- 5.81% |
$1.91K - $3.46K
|
1.94K
$66.3K
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-84Closed |
$1.34K - $2.43K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.49KClosed |
$39.2K - $42.9K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-235- 96.31% |
$6.18K - $6.77K
|
9
$307
|
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
SELL
|
- |
-165Closed |
$4.34K - $4.75K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100KClosed |
$2.68M - $2.79M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.7KClosed |
$526K - $548K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8KClosed |
$214K - $223K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-6.67KClosed |
$178K - $186K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-625Closed |
$16.7K - $17.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-367KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Aug 19, 2019
Q2 2019
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.84KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.16KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-516Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-292Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 03, 2019
Q1 2019
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.21KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.09KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Waldron Private Wealth LLC
|
SELL
|
- |
-78.1KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-68.7KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-60.3KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.43KClosed |
N/A
|
0
$0
|
|