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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.02K- 1.59% |
$34.3K - $38.4K
|
62.9K
$2.12M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
23.3KNew |
$784K - $877K
|
23.3K
$786K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-719- 5.03% |
$24.2K - $27.1K
|
13.6K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13- 0.1% |
$438 - $490
|
12.5K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.54K+ 0.09% |
$51.7K - $57.9K
|
1.72M
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.29K- 2.56% |
$144K - $162K
|
163K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
193+ 4.92% |
$6.5K - $7.27K
|
4.12K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 44.74% |
$515K - $576K
|
18.9K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.58K- 2.78% |
$53.3K - $59.7K
|
55.4K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.97KNew |
$201K - $225K
|
5.97K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
170New |
$5.73K - $6.41K
|
170
$5.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.36K- 22.48% |
$147K - $164K
|
15.1K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
183+ 1.12% |
$6.17K - $6.9K
|
16.6K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-24.1K- 10.26% |
$811K - $906K
|
210K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.91KNew |
$300K - $336K
|
8.91K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 12.6% |
$8.36M - $9.36M
|
2.22M
$74.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.56K+ 46.7% |
$221K - $247K
|
20.6K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 11.33% |
$114K - $127K
|
33.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-355- 0.72% |
$12K - $13.4K
|
49.1K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.03K+ 42.94% |
$237K - $265K
|
23.4K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.94K- 0.58% |
$166K - $186K
|
853K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.2K+ 8.55% |
$2.2M - $2.46M
|
827K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-127- 0.48% |
$4.28K - $4.79K
|
26.2K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 42.52% |
$5.41M - $6.05M
|
538K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
72+ 0.75% |
$2.43K - $2.71K
|
9.66K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.89K+ 33.63% |
$300K - $335K
|
35.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
500New |
$16.9K - $18.8K
|
500
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
50.3KNew |
$1.69M - $1.89M
|
50.3K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.42K- 29.28% |
$183K - $204K
|
13.1K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16K- 13.7% |
$538K - $602K
|
101K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
213K+ 9.51% |
$7.19M - $8.04M
|
2.46M
$82.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
18.8KNew |
$634K - $709K
|
18.8K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.4K- 13.57% |
$519K - $580K
|
98.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-314- 2.15% |
$10.6K - $11.8K
|
14.3K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.7K- 1.12% |
$562K - $628K
|
1.48M
$49.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-764- 2.62% |
$25.7K - $28.8K
|
28.4K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.17K+ 2.36% |
$174K - $195K
|
224K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 0.54% |
$270 - $302
|
1.49K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
166New |
$5.59K - $6.26K
|
166
$5.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
24.4KNew |
$822K - $919K
|
24.4K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 14.37% |
$57.3K - $64K
|
10.1K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 1.95% |
$708 - $791
|
1.06K
$35.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-35- 0.02% |
$1.18K - $1.32K
|
153K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
153+ 0.35% |
$5.16K - $5.77K
|
44K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-88- 0.98% |
$2.97K - $3.32K
|
8.88K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$113K - $126K
|
3.35K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-553- 5.05% |
$18.6K - $20.8K
|
10.4K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.15K+ 10.59% |
$274K - $307K
|
85.1K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-710- 5.13% |
$23.9K - $26.8K
|
13.1K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-573- 1.26% |
$19.3K - $21.6K
|
44.9K
$1.52M
|