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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.07K+ 10.02% |
$127K - $141K
|
44.7K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.9K+ 17.21% |
$122K - $135K
|
26.6K
$871K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.42K+ 61.46% |
$107K - $118K
|
8.97K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.36K+ 2.35% |
$105K - $116K
|
146K
$4.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.36K+ 13.3% |
$105K - $116K
|
28.6K
$937K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.27K+ 5.29% |
$102K - $113K
|
65.1K
$2.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 7.18% |
$92.7K - $102K
|
44.2K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.7K+ 2.84% |
$84.5K - $93.2K
|
97.8K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.52K+ 35.07% |
$78.8K - $86.9K
|
9.69K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.43K+ 3.96% |
$76K - $83.8K
|
63.8K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.29K+ 3.1% |
$71.6K - $79K
|
76.1K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 6.57% |
$71.3K - $78.6K
|
36.9K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.22K+ 8.35% |
$69.5K - $76.7K
|
28.8K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.79KNew |
$55.9K - $61.7K
|
1.79K
$58.5K
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.76K+ 1.02% |
$55K - $60.7K
|
174K
$5.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.72K+ 47.47% |
$53.8K - $59.4K
|
5.34K
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$50.9K - $56.2K
|
1.63K
$53.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.62K+ 9.42% |
$50.8K - $56K
|
18.8K
$617K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.2K+ 2.5% |
$37.5K - $41.3K
|
49K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
1.12K+ 11.86% |
$34.9K - $38.5K
|
10.5K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 8.61% |
$34.5K - $38.1K
|
13.9K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1KNew |
$31.3K - $34.5K
|
1K
$32.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
930+ 1.94% |
$29.1K - $32.1K
|
48.8K
$1.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
870New |
$27.2K - $30K
|
870
$28.5K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
815+ 4.57% |
$25.5K - $28.2K
|
18.6K
$610K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
788+ 13.83% |
$24.7K - $27.2K
|
6.49K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
786+ 1.36% |
$24.6K - $27.1K
|
58.4K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
759+ 4.46% |
$23.8K - $26.2K
|
17.8K
$582K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
729+ 27.13% |
$22.8K - $25.2K
|
3.42K
$112K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
706+ 3.16% |
$22.1K - $24.4K
|
23.1K
$755K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
700+ 2.06% |
$21.9K - $24.2K
|
34.7K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
686+ 0.3% |
$21.5K - $23.7K
|
229K
$7.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
638+ 3.89% |
$20K - $22K
|
17K
$558K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
624+ 1.15% |
$19.5K - $21.6K
|
54.9K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
476New |
$14.9K - $16.4K
|
476
$15.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
468New |
$14.7K - $16.2K
|
468
$15.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
465+ 1.81% |
$14.6K - $16.1K
|
26.2K
$859K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
431+ 5.86% |
$13.5K - $14.9K
|
7.79K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
381+ 1.36% |
$11.9K - $13.2K
|
28.4K
$932K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
362New |
$11.3K - $12.5K
|
362
$11.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
349+ 2.68% |
$10.9K - $12.1K
|
13.4K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
283+ 2.06% |
$8.86K - $9.77K
|
14K
$460K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
275+ 1.72% |
$8.61K - $9.5K
|
16.3K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
243+ 1.21% |
$7.61K - $8.39K
|
20.3K
$665K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
230+ 1.82% |
$7.2K - $7.94K
|
12.9K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172+ 0.54% |
$5.39K - $5.94K
|
32.3K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
168+ 1.45% |
$5.26K - $5.8K
|
11.8K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
158New |
$4.95K - $5.46K
|
158
$5.18K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
147+ 2.07% |
$4.6K - $5.08K
|
7.25K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
130+ 433.33% |
$4.07K - $4.49K
|
160
$5.24K
|
|