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 08, 2020
Q1 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.44KClosed |
$134K - $244K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-300- 87.72% |
$4.78K - $8.66K
|
42
$1.34K
|
|
|
May 07, 2020
Q1 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-445Closed |
$7.08K - $12.8K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69.5KClosed |
$1.11M - $2.01M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4KClosed |
$324K - $588K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13.8KClosed |
$219K - $397K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-458Closed |
$7.29K - $13.2K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.05KClosed |
$80.4K - $146K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.4KClosed |
$22.2K - $40.3K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16KClosed |
$255K - $463K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Keudell
|
SELL
|
- |
-91.9KClosed |
$1.46M - $2.65M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-120- 5.81% |
$1.91K - $3.46K
|
1.94K
$62.1K
|
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$189K - $343K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-938Closed |
$14.9K - $27.1K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-142KClosed |
$2.25M - $4.09M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-235- 96.31% |
$6.18K - $6.77K
|
9
$287
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.49KClosed |
$39.2K - $42.9K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
SELL
|
- |
-165Closed |
$4.34K - $4.75K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.7KClosed |
$526K - $548K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-625Closed |
$16.7K - $17.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100KClosed |
$2.68M - $2.79M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8KClosed |
$214K - $223K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-6.67KClosed |
$178K - $186K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Aug 19, 2019
Q2 2019
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.16KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-292Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.84KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-367KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-516Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.21KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.09KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.2KClosed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
903New |
N/A
|
903
$28.8K
|
|
|
Feb 13, 2019
Q4 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-68.7KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
927New |
N/A
|
927
$29.6K
|
|