Latest Institutional Transactions on Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Smallcap Di (DES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35K+ 9.56% |
$108K - $114K
|
38.4K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.16% |
$776 - $813
|
15K
$490K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-174- 0.73% |
$5.62K - $5.9K
|
23.8K
$780K
|
|
|
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 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 12.37% |
$37K - $38.8K
|
8.11K
$266K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
400+ 3.1% |
$12.9K - $13.6K
|
13.3K
$435K
|
|
|
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
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.98K+ 2.65% |
$129K - $135K
|
154K
$5.04M
|
|
|
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 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
|
Spire Wealth Management
|
BUY
|
- |
500New |
$16.2K - $16.9K
|
500
$16.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 0.92% |
$776 - $813
|
2.63K
$86.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
426+ 1.95% |
$13.8K - $14.4K
|
22.3K
$731K
|
|
|
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
|
Evanson Asset Management, LLC
|
BUY
|
- |
260+ 0.27% |
$8.4K - $8.81K
|
98K
$3.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-263- 1.97% |
$8.5K - $8.91K
|
13.1K
$429K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-145- 0.29% |
$4.69K - $4.91K
|
49.7K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-90- 0.59% |
$2.91K - $3.05K
|
15.1K
$496K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-18.7K- 41.74% |
$603K - $633K
|
26.1K
$853K
|
|
|
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
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.17% |
$517 - $542
|
9.21K
$302K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-301- 0.52% |
$9.73K - $10.2K
|
58.1K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.57K- 1.09% |
$50.7K - $53.2K
|
143K
$4.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1K+ 0.63% |
$32.4K - $34K
|
160K
$5.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-634- 1.83% |
$20.5K - $21.5K
|
34.1K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-82.5K- 36.0% |
$2.67M - $2.8M
|
147K
$4.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-955- 9.87% |
$30.9K - $32.4K
|
8.72K
$286K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 61.69% |
$667K - $736K
|
13.2K
$434K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.07K+ 1.44% |
$33.5K - $37K
|
75.3K
$2.47M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.87K- 11.33% |
$89.8K - $99.1K
|
22.5K
$736K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
51.2KNew |
$1.6M - $1.77M
|
51.2K
$1.68M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
788+ 13.83% |
$24.7K - $27.2K
|
6.49K
$212K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.89K- 34.98% |
$247K - $273K
|
14.7K
$481K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.9K- 30.26% |
$279K - $307K
|
20.5K
$672K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 83.87% |
$349K - $385K
|
24.4K
$801K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
41New |
$1.28K - $1.42K
|
41
$1.34K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
14.4K+ 8.78% |
$452K - $499K
|
179K
$5.86M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-550- 4.51% |
$17.2K - $19K
|
11.7K
$382K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.83K- 44.5% |
$151K - $167K
|
6.02K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.2K- 12.68% |
$2.29M - $2.53M
|
504K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-126K- 85.97% |
$3.93M - $4.34M
|
20.5K
$671K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 1.85% |
$56K - $61.7K
|
94.9K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-803- 0.22% |
$25.1K - $27.7K
|
357K
$11.7M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 5.27% |
$3.8M - $4.19M
|
2.42M
$79.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 2.11% |
$1.7M - $1.88M
|
2.63M
$86.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
283+ 2.06% |
$8.86K - $9.77K
|
14K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.87K- 8.56% |
$58.5K - $64.5K
|
19.9K
$653K
|
|
|
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 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.27KNew |
$196K - $217K
|
6.27K
$206K
|
|