Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-330- 76.74% |
$9.25K - $10.7K
|
100
$3.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-263- 1.81% |
$7.37K - $8.51K
|
14.3K
$467K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-186- 2.16% |
$5.21K - $6.02K
|
8.42K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-161- 16.88% |
$4.51K - $5.21K
|
793
$26K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-160- 1.65% |
$4.48K - $5.18K
|
9.54K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-115- 85.19% |
$3.22K - $3.72K
|
20
$655
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-54- 27.14% |
$1.51K - $1.75K
|
145
$4.75K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-26- 0.38% |
$729 - $842
|
6.75K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-24- 0.16% |
$672 - $777
|
14.6K
$477K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-13- 11.21% |
$364 - $421
|
103
$3.37K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 25.71% |
$222K - $247K
|
20.3K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.73K- 13.9% |
$181K - $202K
|
35.5K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.31K- 7.76% |
$41.4K - $46.1K
|
15.6K
$510K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 9.94% |
$31.6K - $35.2K
|
9.07K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-583- 3.4% |
$18.4K - $20.5K
|
16.6K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-367- 9.24% |
$11.6K - $12.9K
|
3.6K
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-331- 30.62% |
$10.5K - $11.7K
|
750
$24.6K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 49.6% |
$7.91K - $8.81K
|
254
$8.32K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-245- 13.42% |
$7.75K - $8.63K
|
1.58K
$51.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-197- 1.86% |
$6.23K - $6.94K
|
10.4K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-190- 2.76% |
$6.01K - $6.69K
|
6.69K
$219K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-84- 0.47% |
$2.66K - $2.96K
|
17.7K
$579K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-41- 0.61% |
$1.3K - $1.44K
|
6.73K
$220K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 4.07% |
$119K - $134K
|
83.5K
$2.74M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.3K- 34.64% |
$111K - $124K
|
6.23K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.47K- 27.26% |
$83.2K - $93.1K
|
6.59K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 14.37% |
$57.3K - $64K
|
10.1K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.35K- 7.86% |
$45.5K - $50.9K
|
15.8K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-448- 0.23% |
$15.1K - $16.9K
|
196K
$6.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-100- 1.62% |
$3.37K - $3.77K
|
6.09K
$199K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-10.8K- 20.75% |
$331K - $377K
|
41.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.44K- 90.0% |
$258K - $295K
|
937
$30.7K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.58K- 28.78% |
$110K - $125K
|
8.87K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 17.9% |
$45.9K - $52.4K
|
6.88K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25K- 17.53% |
$38.4K - $43.8K
|
5.9K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-805- 10.59% |
$24.6K - $28.1K
|
6.8K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-395- 2.01% |
$12.1K - $13.8K
|
19.3K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-350- 3.26% |
$10.7K - $12.2K
|
10.4K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-215- 1.98% |
$6.58K - $7.51K
|
10.7K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189- 77.46% |
$5.79K - $6.6K
|
55
$1.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-189- 1.42% |
$5.79K - $6.6K
|
13.1K
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.31% |
$153 - $175
|
1.6K
$52.3K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 1.76% |
$91.8 - $105
|
167
$5.47K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-41.6K- 82.05% |
$1.26M - $1.35M
|
9.1K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.8K- 52.79% |
$237K - $254K
|
6.97K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.93K- 33.85% |
$119K - $128K
|
7.69K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 29.19% |
$106K - $114K
|
8.49K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.02K- 20.67% |
$91.5K - $98.1K
|
11.6K
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.05K- 24.23% |
$62K - $66.5K
|
6.4K
$210K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.88K- 69.55% |
$57K - $61.2K
|
823
$27K
|
|