Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
255K+ 43.28% |
$8M - $8.82M
|
846K
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144KNew |
$4.5M - $4.97M
|
144K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 5.27% |
$3.8M - $4.19M
|
2.42M
$79.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
99.6K+ 297.31% |
$3.12M - $3.44M
|
133K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94.2K+ 17.34% |
$2.95M - $3.25M
|
637K
$20.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
70.5K+ 5671.2% |
$2.21M - $2.43M
|
71.7K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60K+ 23.06% |
$1.88M - $2.07M
|
320K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.7K+ 41.19% |
$1.87M - $2.06M
|
205K
$6.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 2.11% |
$1.7M - $1.88M
|
2.63M
$86.1M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
51.2KNew |
$1.6M - $1.77M
|
51.2K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
36KNew |
$1.13M - $1.24M
|
36K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.5KNew |
$736K - $812K
|
23.5K
$770K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
17.1K+ 12.1% |
$536K - $592K
|
159K
$5.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
15.5KNew |
$485K - $535K
|
15.5K
$507K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
14.4K+ 8.78% |
$452K - $499K
|
179K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
13.7K+ 1.28% |
$430K - $474K
|
1.09M
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
13.7KNew |
$428K - $473K
|
13.7K
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.4K+ 73.77% |
$387K - $427K
|
29.1K
$954K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.3K+ 56.31% |
$385K - $425K
|
34.2K
$1.12M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 83.87% |
$349K - $385K
|
24.4K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 40.93% |
$345K - $381K
|
38K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.65K+ 7.27% |
$302K - $333K
|
142K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
8.7KNew |
$272K - $300K
|
8.7K
$285K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 66.65% |
$253K - $279K
|
20.2K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69K+ 1.73% |
$241K - $266K
|
453K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.57K+ 1.28% |
$237K - $262K
|
597K
$19.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.53K+ 37.26% |
$236K - $260K
|
27.8K
$909K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
7.48KNew |
$234K - $258K
|
7.48K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.43KNew |
$201K - $222K
|
6.43K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.37KNew |
$199K - $220K
|
6.37K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
6.35K+ 4.42% |
$199K - $219K
|
150K
$4.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.32KNew |
$198K - $218K
|
6.32K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.27KNew |
$196K - $217K
|
6.27K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.24KNew |
$195K - $216K
|
6.24K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.21KNew |
$194K - $214K
|
6.21K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.19KNew |
$194K - $214K
|
6.19K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.18KNew |
$193K - $213K
|
6.18K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
6.11KNew |
$191K - $211K
|
6.11K
$200K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.96K+ 57.46% |
$187K - $206K
|
16.3K
$535K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.93K+ 1.84% |
$186K - $205K
|
329K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.91K+ 6.86% |
$185K - $204K
|
92.1K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
5.8K+ 1.79% |
$182K - $200K
|
331K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.57K+ 28.33% |
$174K - $192K
|
25.2K
$826K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.43K+ 60.4% |
$170K - $188K
|
14.4K
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.38K+ 4.46% |
$169K - $186K
|
126K
$4.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.12K+ 29.27% |
$160K - $177K
|
22.6K
$741K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
5.04K+ 2.54% |
$158K - $174K
|
203K
$6.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
5.03K+ 49.32% |
$157K - $174K
|
15.2K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.45K+ 7.41% |
$139K - $154K
|
64.4K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.07K+ 25.22% |
$128K - $141K
|
20.2K
$663K
|
|