Latest Institutional Purchases of Wisdomtree Tr U.S. Smallcap Di (DES)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Smallcap Di (DES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.05K+ 7.95% |
$196K - $205K
|
82.2K
$2.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.45K+ 2.51% |
$176K - $185K
|
223K
$7.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.71K+ 7.43% |
$152K - $159K
|
68K
$2.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.61K+ 16.61% |
$149K - $156K
|
32.4K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.98K+ 2.65% |
$129K - $135K
|
154K
$5.04M
|
|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35K+ 9.56% |
$108K - $114K
|
38.4K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73K+ 2.16% |
$88.1K - $92.4K
|
129K
$4.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 9.65% |
$62.9K - $65.9K
|
22.1K
$724K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.65KNew |
$53.3K - $55.9K
|
1.65K
$54K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1.21K+ 5.51% |
$39.1K - $41K
|
23.2K
$759K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1K+ 0.63% |
$32.4K - $34K
|
160K
$5.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
571+ 1.16% |
$18.5K - $19.4K
|
49.6K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
519+ 2.76% |
$16.8K - $17.6K
|
19.4K
$634K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$16.2K - $16.9K
|
500
$16.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
426+ 1.95% |
$13.8K - $14.4K
|
22.3K
$731K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
400+ 3.1% |
$12.9K - $13.6K
|
13.3K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
260+ 0.27% |
$8.4K - $8.81K
|
98K
$3.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
257+ 0.63% |
$8.31K - $8.71K
|
41.2K
$1.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
141+ 0.54% |
$4.56K - $4.78K
|
26.3K
$861K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37+ 1.72% |
$1.2K - $1.25K
|
2.19K
$71.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.16% |
$776 - $813
|
15K
$490K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 0.92% |
$776 - $813
|
2.63K
$86.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.17% |
$517 - $542
|
9.21K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11+ 0.89% |
$356 - $373
|
1.25K
$41K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.02% |
$162 - $169
|
25.6K
$839K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.84% |
$129 - $136
|
480
$15.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.52% |
$64.6 - $67.8
|
134
$4.39K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$32.3 - $33.9
|
54.7K
$1.79M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
255K+ 43.28% |
$8M - $8.82M
|
846K
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144KNew |
$4.5M - $4.97M
|
144K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 5.27% |
$3.8M - $4.19M
|
2.42M
$79.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
99.6K+ 297.31% |
$3.12M - $3.44M
|
133K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94.2K+ 17.34% |
$2.95M - $3.25M
|
637K
$20.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
70.5K+ 5671.2% |
$2.21M - $2.43M
|
71.7K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60K+ 23.06% |
$1.88M - $2.07M
|
320K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.7K+ 41.19% |
$1.87M - $2.06M
|
205K
$6.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 2.11% |
$1.7M - $1.88M
|
2.63M
$86.1M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
51.2KNew |
$1.6M - $1.77M
|
51.2K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
36KNew |
$1.13M - $1.24M
|
36K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.5KNew |
$736K - $812K
|
23.5K
$770K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
15.5KNew |
$485K - $535K
|
15.5K
$507K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
14.4K+ 8.78% |
$452K - $499K
|
179K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
13.7K+ 1.28% |
$430K - $474K
|
1.09M
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
13.7KNew |
$428K - $473K
|
13.7K
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.4K+ 73.77% |
$387K - $427K
|
29.1K
$954K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.3K+ 56.31% |
$385K - $425K
|
34.2K
$1.12M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 83.87% |
$349K - $385K
|
24.4K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 40.93% |
$345K - $381K
|
38K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.65K+ 7.27% |
$302K - $333K
|
142K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
8.7KNew |
$272K - $300K
|
8.7K
$285K
|
|