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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.93K- 33.85% |
$119K - $128K
|
7.69K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$350K - $375K
|
11.5K
$381K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 29.19% |
$106K - $114K
|
8.49K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1Closed |
$30.3 - $32.5
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 1.38% |
$6.07K - $6.51K
|
14.3K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.56K- 73.8% |
$108K - $116K
|
1.27K
$41.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
138New |
$4.19K - $4.49K
|
138
$4.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$4.16M - $4.46M
|
137K
$4.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.88K- 69.55% |
$57K - $61.2K
|
823
$27.2K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33+ 0.48% |
$1K - $1.07K
|
6.93K
$229K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.51KNew |
$197K - $212K
|
6.51K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.58K- 13.03% |
$48.1K - $51.5K
|
10.6K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 35.78% |
$1.18K - $1.27K
|
148
$4.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$243 - $260
|
8
$265
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.22K+ 92.84% |
$67.3K - $72.2K
|
4.61K
$152K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49KNew |
$75.4K - $80.8K
|
2.49K
$82.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.07K+ 767.25% |
$93.1K - $99.8K
|
3.47K
$115K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
17.3K+ 3608.98% |
$524K - $562K
|
17.8K
$588K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-681- 1.92% |
$20.7K - $22.2K
|
34.8K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46K+ 3.39% |
$105K - $113K
|
106K
$3.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 68.45% |
$44.8K - $48K
|
680
$22.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
993+ 3.03% |
$30.1K - $32.3K
|
33.8K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.38K- 9.41% |
$72.2K - $77.4K
|
22.9K
$758K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.75K- 5.51% |
$144K - $154K
|
81.4K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.02K- 20.67% |
$91.5K - $98.1K
|
11.6K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
73New |
$2.21K - $2.37K
|
73
$2.42K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-503- 0.88% |
$15.3K - $16.4K
|
56.7K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
114New |
$3.46K - $3.71K
|
114
$3.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-95- 1.18% |
$2.88K - $3.09K
|
7.93K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.05K- 24.23% |
$62K - $66.5K
|
6.4K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.71K- 12.67% |
$51.9K - $55.6K
|
11.8K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-265- 3.71% |
$8.04K - $8.62K
|
6.87K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-248- 18.83% |
$7.52K - $8.07K
|
1.07K
$35.4K
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
8.35K+ 36.56% |
$253K - $272K
|
31.2K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$6.07K - $6.51K
|
200
$6.62K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
634+ 15.02% |
$19.2K - $20.6K
|
4.86K
$161K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 15.38% |
$6.07K - $6.51K
|
1.1K
$36.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-500- 3.0% |
$15.2K - $16.3K
|
16.2K
$536K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
61+ 0.6% |
$1.85K - $1.98K
|
10.2K
$337K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$516 - $553
|
17
$563
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.27KNew |
$220K - $237K
|
7.27K
$240K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$30.3K - $32.7K
|
1K
$33.1K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
600New |
$18.2K - $19.6K
|
600
$19.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
487+ 0.44% |
$14.7K - $15.9K
|
111K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.5K+ 140.95% |
$2.13M - $2.3M
|
120K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-192- 13.06% |
$5.81K - $6.27K
|
1.28K
$42.3K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$421K - $454K
|
13.9K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.57KNew |
$47.6K - $51.4K
|
1.57K
$52K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.46K- 21.96% |
$44K - $47.5K
|
5.17K
$171K
|
|