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 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.74KNew |
$179K - $221K
|
6.74K
$228K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.52KNew |
$40.3K - $49.7K
|
1.52K
$51.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
267New |
$7.09K - $8.74K
|
267
$9.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
111+ 4.23% |
$2.95K - $3.63K
|
2.73K
$92.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
72New |
$1.91K - $2.36K
|
72
$2.43K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$212 - $262
|
8
$270
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.78% |
$106 - $131
|
517
$17.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$267K - $294K
|
9.6K
$324K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
7.23K+ 12.22% |
$201K - $222K
|
66.4K
$2.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2.75KNew |
$76.4K - $84.3K
|
2.75K
$92.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.8KNew |
$50K - $55.2K
|
1.8K
$60.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
602+ 6.17% |
$16.7K - $18.5K
|
10.4K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
595New |
$16.5K - $18.2K
|
595
$20.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$2.78K - $3.07K
|
100
$3.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
57New |
$1.58K - $1.75K
|
57
$1.92K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45New |
$1.25K - $1.38K
|
45
$1.52K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.9KNew |
$289K - $317K
|
10.9K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$237K - $260K
|
8.9K
$300K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
436New |
$11.6K - $12.7K
|
436
$14.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.36% |
$1.06K - $1.17K
|
11.3K
$380K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$79.8 - $87.5
|
58.1K
$1.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.0% |
$26.6 - $29.2
|
26.4K
$892K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.54KNew |
$206K - $242K
|
7.54K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.72KNew |
$74.3K - $87.4K
|
2.72K
$91.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 4.99% |
$44.9K - $52.8K
|
34.6K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1KNew |
$27.3K - $32.1K
|
1K
$33.8K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932New |
$25.4K - $29.9K
|
932
$31.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$16.4K - $19.3K
|
600
$20.3K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
366+ 2.19% |
$9.99K - $11.8K
|
17.1K
$578K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
144New |
$3.93K - $4.63K
|
144
$4.86K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.6KNew |
$541K - $627K
|
20.6K
$694K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$412K - $477K
|
15.7K
$528K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
15.5KNew |
$406K - $472K
|
15.5K
$522K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.74KNew |
$256K - $297K
|
9.74K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.89KNew |
$234K - $271K
|
8.89K
$300K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.73KNew |
$203K - $236K
|
7.73K
$261K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$73.5K - $85.3K
|
2.8K
$94.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.77KNew |
$72.7K - $84.3K
|
2.77K
$93.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.01K+ 8.84% |
$52.7K - $61.2K
|
24.7K
$834K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.06KNew |
$27.9K - $32.4K
|
1.06K
$35.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.02KNew |
$26.9K - $31.2K
|
1.02K
$34.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
504New |
$13.3K - $15.4K
|
504
$17K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
166+ 535.48% |
$4.36K - $5.06K
|
197
$6.65K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
151+ 0.97% |
$3.97K - $4.61K
|
15.7K
$528K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
117New |
$3.08K - $3.57K
|
117
$3.95K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28+ 0.03% |
$736 - $854
|
83.9K
$2.83M
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
69.5KNew |
$1.79M - $2.19M
|
69.5K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.4K+ 124.38% |
$267K - $327K
|
18.7K
$632K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$267K - $327K
|
10.4K
$350K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.27KNew |
$239K - $293K
|
9.27K
$313K
|
|