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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-279- 5.45% |
$9.4K - $10.5K
|
4.84K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
53+ 0.4% |
$1.79K - $2K
|
13.4K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-242- 21.28% |
$8.16K - $9.12K
|
895
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.72KNew |
$226K - $253K
|
6.72K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406+ 0.27% |
$13.7K - $15.3K
|
152K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 5.06% |
$37.1K - $41.5K
|
20.6K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-127- 0.26% |
$4.28K - $4.79K
|
49.2K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.5K- 11.13% |
$50.6K - $56.5K
|
12K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.49K+ 103.57% |
$252K - $282K
|
14.7K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.01K+ 2.99% |
$169K - $189K
|
172K
$5.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242+ 0.28% |
$8.16K - $9.12K
|
86.1K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 1.13% |
$37.6K - $42.1K
|
97.5K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.7K+ 10.11% |
$158K - $177K
|
51.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 16.98% |
$80K - $89.5K
|
11.6K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
16.4K+ 2.46% |
$554K - $619K
|
685K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.64K- 0.71% |
$55.2K - $61.7K
|
228K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-140K- 11.56% |
$4.7M - $5.26M
|
1.07M
$34.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.88K+ 43.54% |
$164K - $184K
|
16.1K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.06% |
$236 - $264
|
11K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
971KNew |
$32.7M - $36.6M
|
971K
$31M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-7.2K- 2.25% |
$242K - $271K
|
312K
$9.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.99K+ 1.07% |
$67.2K - $75.2K
|
189K
$6.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 6.51% |
$10.1K - $11.3K
|
4.91K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
236New |
$7.95K - $8.89K
|
236
$7.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.26% |
$67.4 - $75.4
|
49
$1.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
953New |
$32.1K - $35.9K
|
953
$30.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 0.08% |
$1.01K - $1.13K
|
36.2K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-645- 1.14% |
$21.7K - $24.3K
|
56.1K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
61.6K+ 32.86% |
$2.07M - $2.32M
|
249K
$7.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.39KNew |
$46.7K - $52.3K
|
1.39K
$44.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-125- 1.58% |
$4.21K - $4.71K
|
7.81K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.2K+ 5.9% |
$378K - $423K
|
202K
$6.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.0% |
$33.7 - $37.7
|
27.6K
$881K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
817+ 8.98% |
$27.5K - $30.8K
|
9.91K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.07K+ 7.03% |
$69.7K - $78K
|
31.5K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 2.38% |
$8.09K - $9.05K
|
9.83K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.75% |
$303 - $339
|
1.21K
$38.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
378+ 0.65% |
$12.7K - $14.2K
|
58.6K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20- 0.06% |
$674 - $754
|
34.7K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
277+ 1.7% |
$9.33K - $10.4K
|
16.6K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.36K+ 17.42% |
$79.4K - $88.8K
|
15.9K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 10.99% |
$81.4K - $91K
|
19.6K
$624K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.72K- 0.94% |
$91.8K - $103K
|
288K
$9.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.16K+ 29.19% |
$208K - $232K
|
27.3K
$871K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
843+ 0.49% |
$28.4K - $31.8K
|
172K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 4.07% |
$119K - $134K
|
83.5K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 17.49% |
$6.3K - $7.05K
|
882
$28.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.3K- 12.53% |
$179K - $200K
|
37K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.05KNew |
$35.4K - $39.6K
|
1.05K
$33.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.38K- 3.87% |
$80.2K - $89.7K
|
59.1K
$1.89M
|