Latest Institutional Transactions on Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

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
Apr 19, 2021 Q1 2021
Arlington Partners LLC

SELL
 -
-331
Closed
$8.71K - $10.8K
0 $0
Apr 09, 2021 Q1 2021
Family Legacy, Inc.

SELL
 -
-54.1K
Closed
$1.42M - $1.76M
0 $0
Apr 07, 2021 Q1 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-4.53K
Closed
$119K - $148K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-112
Closed
$2.38K - $3K
0 $0
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
2.13K
New
$45.3K - $57.1K
2.13K $69.8K
Feb 16, 2021 Q4 2020
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-26
Closed
$553 - $697
0 $0
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-611
Closed
$13K - $16.4K
0 $0
Feb 11, 2021 Q4 2020
Associated Banc Corp

Green Bay, WI
SELL
 -
-781
Closed
$16.6K - $20.9K
0 $0
Feb 11, 2021 Q4 2020
First Horizon Corp

Memphis, TN
SELL
 -
-5.84K
Closed
$124K - $156K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-105
Closed
$2.23K - $2.82K
0 $0
Jan 27, 2021 Q4 2020
Fukoku Mutual Life Insurance CO

SELL
 -
-300K
Closed
$6.38M - $8.04M
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Stone X Group Inc.

SELL
 -
-13K
Closed
$261K - $302K
0 $0
Nov 12, 2020 Q3 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-4.21K
Closed
$84.5K - $97.7K
0 $0
Nov 12, 2020 Q3 2020
Stevard, LLC

Chicago, IL
SELL
 -
-40.1K
Closed
$806K - $933K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-5.5K
Closed
$111K - $128K
0 $0
Nov 05, 2020 Q3 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-25
Closed
$502 - $581
0 $0
Nov 05, 2020 Q3 2020
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-91.3K
Closed
$1.83M - $2.12M
0 $0
Oct 30, 2020 Q3 2020
Private Ocean, LLC

BUY
 -
1.63K
New
$32.7K - $37.8K
1.63K $53.3K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.92K
- 23.14%
$81.4K - $116K
16.3K $535K
Sep 08, 2021 Q2 2020
Retirement Group, LLC

SELL
 -
-2.54K
Closed
$42.1K - $59.9K
0 $0
Sep 07, 2021 Q2 2020
Sargent Bickham Lagudis LLC

SELL
 -
-1.27K
Closed
$20.9K - $29.8K
0 $0
Aug 19, 2020 Q2 2020
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-31.3K
Closed
$518K - $737K
0 $0
Aug 14, 2020 Q2 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-114
Closed
$1.89K - $2.68K
0 $0
Aug 14, 2020 Q2 2020
Institutional & Family Asset Management, LLC

SELL
 -
-2.55K
Closed
$42.2K - $60K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-1.08K
Closed
$17.9K - $25.4K
0 $0
Aug 14, 2020 Q2 2020
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-1.67K
Closed
$27.6K - $39.3K
0 $0
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-133
Closed
$2.2K - $3.13K
0 $0
Aug 13, 2020 Q2 2020
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-8.72K
Closed
$144K - $205K
0 $0
Aug 13, 2020 Q2 2020
Bergan Kdv Wealth Management, LLC

SELL
 -
-147
Closed
$2.43K - $3.46K
0 $0
Aug 06, 2020 Q2 2020
Capital Advisors, Ltd. LLC

SELL
 -
-2.46K
- 92.98%
$40.8K - $58K
186 $6.09K
Aug 06, 2020 Q2 2020
Mufg Americas Holdings Corp

SELL
 -
-5.1K
Closed
$84.4K - $120K
0 $0
Jul 31, 2020 Q2 2020
Ubs Group Ag

SELL
 PUT
-300
- 50.0%
$4.96K - $7.06K
300 $9.83K
Jul 28, 2020 Q2 2020
Stratos Wealth Advisors, LLC

SELL
 -
-91
Closed
$1.51K - $2.14K
0 $0
Jul 27, 2020 Q2 2020
Firestone Capital Management

SELL
 -
-3.83K
Closed
$63.3K - $90K
0 $0
Jul 21, 2020 Q2 2020
Brand Asset Management Group, Inc.

SELL
 -
-143
Closed
$2.37K - $3.37K
0 $0
Jul 20, 2020 Q2 2020
Thoroughbred Financial Services, LLC

SELL
 -
-10.6K
Closed
$176K - $250K
0 $0
Q1 2020
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1.09K
Closed
$17.4K - $31.5K
0 $0
May 27, 2020 Q1 2020
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-360
Closed
$5.73K - $10.4K
0 $0
May 22, 2020 Q1 2020
Patton Albertson Miller Group, LLC

SELL
 -
-11.6K
Closed
$184K - $334K
0 $0
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-71.9K
Closed
$1.14M - $2.08M
0 $0
May 15, 2020 Q1 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-1.19K
Closed
$18.9K - $34.3K
0 $0
May 15, 2020 Q1 2020
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-7.09K
Closed
$113K - $205K
0 $0
May 15, 2020 Q1 2020
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-7.87K
Closed
$125K - $227K
0 $0
May 15, 2020 Q1 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-8.65K
Closed
$138K - $250K
0 $0
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-84
Closed
$1.34K - $2.43K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-2.39K
Closed
$38K - $69K
0 $0
May 13, 2020 Q1 2020
Smart Money Group LLC

SELL
 -
-7.85K
Closed
$125K - $227K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-212
Closed
$3.38K - $6.12K
0 $0
May 13, 2020 Q1 2020
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-907
Closed
$14.4K - $26.2K
0 $0

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