Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.61K+ 16.61% |
$149K - $156K
|
32.4K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.98K+ 2.65% |
$129K - $135K
|
154K
$5.04M
|
|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35K+ 9.56% |
$108K - $114K
|
38.4K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73K+ 2.16% |
$88.1K - $92.4K
|
129K
$4.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1K+ 0.63% |
$32.4K - $34K
|
160K
$5.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
519+ 2.76% |
$16.8K - $17.6K
|
19.4K
$634K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$16.2K - $16.9K
|
500
$16.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
426+ 1.95% |
$13.8K - $14.4K
|
22.3K
$731K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
400+ 3.1% |
$12.9K - $13.6K
|
13.3K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
260+ 0.27% |
$8.4K - $8.81K
|
98K
$3.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 0.92% |
$776 - $813
|
2.63K
$86.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.16% |
$776 - $813
|
15K
$490K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.17% |
$517 - $542
|
9.21K
$302K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.52% |
$64.6 - $67.8
|
134
$4.39K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-90- 0.59% |
$2.91K - $3.05K
|
15.1K
$496K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-145- 0.29% |
$4.69K - $4.91K
|
49.7K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-174- 0.73% |
$5.62K - $5.9K
|
23.8K
$780K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-263- 1.97% |
$8.5K - $8.91K
|
13.1K
$429K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-301- 0.52% |
$9.73K - $10.2K
|
58.1K
$1.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-634- 1.83% |
$20.5K - $21.5K
|
34.1K
$1.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-955- 9.87% |
$30.9K - $32.4K
|
8.72K
$286K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 12.37% |
$37K - $38.8K
|
8.11K
$266K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.47K- 1.4% |
$47.4K - $49.7K
|
103K
$3.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.57K- 1.09% |
$50.7K - $53.2K
|
143K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 12.23% |
$175K - $183K
|
38.8K
$1.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-18.7K- 41.74% |
$603K - $633K
|
26.1K
$853K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-82.5K- 36.0% |
$2.67M - $2.8M
|
147K
$4.8M
|
|