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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.62KClosed |
$68.8K - $85.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$1.11K - $1.37K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$375K - $464K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$329K - $407K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-210Closed |
$5.53K - $6.84K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$17K - $21.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-18KClosed |
$474K - $586K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-31.4KClosed |
$825K - $1.02M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.1KClosed |
$267K - $330K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-255Closed |
$6.71K - $8.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
258New |
$6.79K - $8.4K
|
258
$8.54K
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-331Closed |
$8.71K - $10.8K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-54.1KClosed |
$1.42M - $1.76M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.53KClosed |
$119K - $148K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-36.7K- 70.32% |
$780K - $984K
|
15.5K
$513K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$2.38K - $3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26Closed |
$553 - $697
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.13KNew |
$45.3K - $57.1K
|
2.13K
$70.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-611Closed |
$13K - $16.4K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-781Closed |
$16.6K - $20.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-105Closed |
$2.23K - $2.82K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18.7KClosed |
$398K - $501K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-300KClosed |
$6.38M - $8.04M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-13KClosed |
$261K - $302K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.21KClosed |
$84.5K - $97.7K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-40.1KClosed |
$806K - $933K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.5KClosed |
$111K - $128K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$502 - $581
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-91.3KClosed |
$1.83M - $2.12M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1Closed |
$20.1 - $23.2
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.63KNew |
$32.7K - $37.8K
|
1.63K
$53.8K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.92K- 23.14% |
$81.4K - $116K
|
16.3K
$541K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.54KClosed |
$42.1K - $59.9K
|
0
$0
|
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.27KClosed |
$20.9K - $29.8K
|
0
$0
|
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$325K - $462K
|
0
$0
|
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31.3KClosed |
$518K - $737K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-114Closed |
$1.89K - $2.68K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-133Closed |
$2.2K - $3.13K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.08KClosed |
$17.9K - $25.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.55KClosed |
$42.2K - $60K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.67KClosed |
$27.6K - $39.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.72KClosed |
$144K - $205K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-147Closed |
$2.43K - $3.46K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.46K- 92.98% |
$40.8K - $58K
|
186
$6.15K
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.1KClosed |
$84.4K - $120K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
PUT |
-300- 50.0% |
$4.96K - $7.06K
|
300
$9.93K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91Closed |
$1.51K - $2.14K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-3.83KClosed |
$63.3K - $90K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-143Closed |
$2.37K - $3.37K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6KClosed |
$176K - $250K
|
0
$0
|
|