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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-105Closed |
$2.23K - $2.82K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26Closed |
$553 - $697
|
0
$0
|
|
Q3 2020 | |||||||
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-91.3KClosed |
$1.83M - $2.12M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-40.1KClosed |
$806K - $933K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-13KClosed |
$261K - $302K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.5KClosed |
$111K - $128K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.21KClosed |
$84.5K - $97.7K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$502 - $581
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1Closed |
$20.1 - $23.2
|
0
$0
|
|
Q2 2020 | |||||||
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31.3KClosed |
$518K - $737K
|
0
$0
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$325K - $462K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6KClosed |
$176K - $250K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.72KClosed |
$144K - $205K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.1KClosed |
$84.4K - $120K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.92K- 23.14% |
$81.4K - $116K
|
16.3K
$552K
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-3.83KClosed |
$63.3K - $90K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.55KClosed |
$42.2K - $60K
|
0
$0
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.54KClosed |
$42.1K - $59.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.46K- 92.98% |
$40.8K - $58K
|
186
$6.28K
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.67KClosed |
$27.6K - $39.3K
|
0
$0
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.27KClosed |
$20.9K - $29.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.08KClosed |
$17.9K - $25.4K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
PUT |
-300- 50.0% |
$4.96K - $7.06K
|
300
$10.1K
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-147Closed |
$2.43K - $3.46K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-143Closed |
$2.37K - $3.37K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-133Closed |
$2.2K - $3.13K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-114Closed |
$1.89K - $2.68K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91Closed |
$1.51K - $2.14K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-142KClosed |
$2.25M - $4.09M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Keudell
|
SELL
|
- |
-91.9KClosed |
$1.46M - $2.65M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-71.9KClosed |
$1.14M - $2.08M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69.5KClosed |
$1.11M - $2.01M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4KClosed |
$324K - $588K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-17.9KClosed |
$285K - $517K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16KClosed |
$255K - $463K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13.8KClosed |
$219K - $397K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$189K - $343K
|
0
$0
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.6KClosed |
$184K - $334K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.83KClosed |
$156K - $284K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.65KClosed |
$138K - $250K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.44KClosed |
$134K - $244K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.87KClosed |
$125K - $227K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-7.85KClosed |
$125K - $227K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.09KClosed |
$113K - $205K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.05KClosed |
$80.4K - $146K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.39KClosed |
$38K - $69K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.4KClosed |
$22.2K - $40.3K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.19KClosed |
$18.9K - $34.3K
|
0
$0
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.09KClosed |
$17.4K - $31.5K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.03KClosed |
$16.3K - $29.6K
|
0
$0
|