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 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.56K+ 4.07% |
$322K - $360K
|
244K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.88K+ 4.71% |
$198K - $222K
|
131K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-573- 1.26% |
$19.3K - $21.6K
|
44.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-286- 2.17% |
$9.64K - $10.8K
|
12.9K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.97K+ 30.11% |
$100K - $112K
|
12.8K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.1K- 7.05% |
$70.7K - $79.1K
|
27.6K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
325+ 0.61% |
$11K - $12.2K
|
53.2K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244K- 51.2% |
$8.22M - $9.19M
|
232K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 5.63% |
$61.7K - $69K
|
30.7K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-763- 1.49% |
$25.7K - $28.8K
|
50.5K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-752- 4.46% |
$25.3K - $28.3K
|
16.1K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-368- 4.55% |
$12.4K - $13.9K
|
7.72K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.73% |
$607 - $678
|
2.48K
$79K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7KNew |
$236K - $264K
|
7K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-668- 5.16% |
$22.5K - $25.2K
|
12.3K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.13K- 89.33% |
$38.1K - $42.6K
|
135
$4.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.68K- 3.92% |
$56.6K - $63.3K
|
41.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.9KNew |
$569K - $636K
|
16.9K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.5K- 2.97% |
$118K - $132K
|
114K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.82K+ 4.93% |
$230K - $257K
|
145K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.79K+ 19.09% |
$60.4K - $67.5K
|
11.2K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.58K- 11.57% |
$121K - $135K
|
27.3K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.02% |
$135 - $151
|
25.6K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85+ 6.16% |
$2.86K - $3.2K
|
1.47K
$46.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.17K+ 1.21% |
$275K - $308K
|
685K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 1.68% |
$484K - $541K
|
867K
$27.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.54K+ 56.75% |
$85.6K - $95.7K
|
7.01K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 5.76% |
$48.7K - $54.4K
|
26.5K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.67K+ 1.59% |
$292K - $327K
|
553K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-448- 0.23% |
$15.1K - $16.9K
|
196K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
699+ 1.07% |
$23.6K - $26.3K
|
65.8K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.54K+ 7.56% |
$220K - $246K
|
93K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.76K+ 1.94% |
$93K - $104K
|
145K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.52K+ 2.83% |
$51.2K - $57.3K
|
55.2K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36K+ 1.64% |
$1.21M - $1.36M
|
2.23M
$71.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.47K- 27.26% |
$83.2K - $93.1K
|
6.59K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.85K+ 2.72% |
$62.4K - $69.8K
|
69.9K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-197- 0.92% |
$6.64K - $7.42K
|
21.2K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
2.84K+ 36.55% |
$95.6K - $107K
|
10.6K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.86K- 1.22% |
$130K - $146K
|
314K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-890- 6.69% |
$30K - $33.5K
|
12.4K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 3.84% |
$458K - $513K
|
341K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.5K- 18.55% |
$420K - $470K
|
54.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.53K- 7.13% |
$85.2K - $95.2K
|
32.9K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.8K+ 13.48% |
$60.6K - $67.8K
|
15.1K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.49K+ 23.36% |
$83.9K - $93.8K
|
13.1K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-33- 0.14% |
$1.11K - $1.24K
|
23.2K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$1.01K - $1.13K
|
30
$958
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 23.65% |
$1.18K - $1.32K
|
183
$5.84K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.36K- 0.69% |
$79.4K - $88.8K
|
339K
$10.8M
|