Purchases and Sales Made in Q2 2025 in Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S. SMALLCAP DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
116KNew |
$3.25M - $3.75M
|
116K
$3.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 590.25% |
$290K - $335K
|
12.1K
$397K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.42K+ 6.61% |
$67.7K - $78.2K
|
39K
$1.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
480+ 1.43% |
$13.4K - $15.5K
|
34K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
312+ 2.46% |
$8.74K - $10.1K
|
13K
$427K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
112New |
$3.14K - $3.63K
|
112
$3.68K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
58New |
$1.63K - $1.88K
|
58
$1.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
43+ 0.03% |
$1.2K - $1.39K
|
142K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.12% |
$364 - $421
|
10.4K
$343K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.21% |
$28 - $32.4
|
469
$15.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-180- 1.66% |
$5.04K - $5.83K
|
10.7K
$350K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 2.71% |
$7.68K - $8.87K
|
9.84K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-495- 0.32% |
$13.9K - $16K
|
153K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.3K- 45.77% |
$36.4K - $42.1K
|
1.54K
$50.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2.04K- 7.34% |
$57.2K - $66K
|
25.7K
$845K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 5.74% |
$70.4K - $81.3K
|
41.3K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.6K- 6.95% |
$157K - $181K
|
75K
$2.46M
|