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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.01K+ 2.99% |
$169K - $189K
|
172K
$5.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.88K+ 43.54% |
$164K - $184K
|
16.1K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.7K+ 10.11% |
$158K - $177K
|
51.2K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.06KNew |
$137K - $153K
|
4.06K
$137K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.83K+ 28.69% |
$129K - $144K
|
17.2K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 11.33% |
$114K - $127K
|
33.2K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$113K - $126K
|
3.35K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.97K+ 30.11% |
$100K - $112K
|
12.8K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.92K+ 2.12% |
$98.5K - $110K
|
141K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
2.84K+ 36.55% |
$95.6K - $107K
|
10.6K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.83K+ 10.42% |
$95.3K - $107K
|
30K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.76K+ 1.94% |
$93K - $104K
|
145K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.69K+ 244.36% |
$90.6K - $101K
|
3.79K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.54K+ 56.75% |
$85.6K - $95.7K
|
7.01K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.5K+ 33.05% |
$84.3K - $94.2K
|
10.1K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.49K+ 23.36% |
$83.9K - $93.8K
|
13.1K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.36K+ 17.42% |
$79.4K - $88.8K
|
15.9K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.26K+ 5.1% |
$76.1K - $85.1K
|
46.6K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.07K+ 7.03% |
$69.7K - $78K
|
31.5K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.02K+ 20.28% |
$68.2K - $76.2K
|
12K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.99K+ 1.07% |
$67.2K - $75.2K
|
189K
$6.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.85K+ 2.72% |
$62.4K - $69.8K
|
69.9K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.8K+ 13.48% |
$60.6K - $67.8K
|
15.1K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.79K+ 19.09% |
$60.4K - $67.5K
|
11.2K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 2.83% |
$53.8K - $60.2K
|
58K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.54K+ 0.09% |
$51.7K - $57.9K
|
1.72M
$58.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.52K+ 2.83% |
$51.2K - $57.3K
|
55.2K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.48K+ 3.88% |
$49.9K - $55.8K
|
39.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 5.76% |
$48.7K - $54.4K
|
26.5K
$895K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.39KNew |
$46.7K - $52.3K
|
1.39K
$46.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.34KNew |
$45K - $50.3K
|
1.34K
$45.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.05KNew |
$35.4K - $39.6K
|
1.05K
$35.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
953New |
$32.1K - $35.9K
|
953
$32.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
843+ 0.49% |
$28.4K - $31.8K
|
172K
$5.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
817+ 8.98% |
$27.5K - $30.8K
|
9.91K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
727New |
$24.5K - $27.4K
|
727
$24.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
699+ 1.07% |
$23.6K - $26.3K
|
65.8K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
500New |
$16.9K - $18.8K
|
500
$16.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406+ 0.27% |
$13.7K - $15.3K
|
152K
$5.13M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
380+ 2.47% |
$12.8K - $14.3K
|
15.8K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
378+ 0.65% |
$12.7K - $14.2K
|
58.6K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
325+ 0.61% |
$11K - $12.2K
|
53.2K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
313+ 1.16% |
$10.5K - $11.8K
|
27.4K
$924K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 6.51% |
$10.1K - $11.3K
|
4.91K
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
286+ 2.24% |
$9.64K - $10.8K
|
13K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
277+ 1.7% |
$9.33K - $10.4K
|
16.6K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242+ 0.28% |
$8.16K - $9.12K
|
86.1K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
236New |
$7.95K - $8.89K
|
236
$7.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
215+ 0.44% |
$7.25K - $8.1K
|
49K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
193+ 4.92% |
$6.5K - $7.27K
|
4.12K
$139K
|