Purchases and Sales Made in Q4 2025 in Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S. SMALLCAP DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.05K+ 7.95% |
$196K - $205K
|
82.2K
$2.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.45K+ 2.51% |
$176K - $185K
|
223K
$7.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.71K+ 7.43% |
$152K - $159K
|
68K
$2.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.61K+ 16.61% |
$149K - $156K
|
32.4K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.98K+ 2.65% |
$129K - $135K
|
154K
$5.04M
|
|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35K+ 9.56% |
$108K - $114K
|
38.4K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73K+ 2.16% |
$88.1K - $92.4K
|
129K
$4.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 9.65% |
$62.9K - $65.9K
|
22.1K
$724K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.65KNew |
$53.3K - $55.9K
|
1.65K
$54K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1.21K+ 5.51% |
$39.1K - $41K
|
23.2K
$759K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1K+ 0.63% |
$32.4K - $34K
|
160K
$5.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
571+ 1.16% |
$18.5K - $19.4K
|
49.6K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
519+ 2.76% |
$16.8K - $17.6K
|
19.4K
$634K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$16.2K - $16.9K
|
500
$16.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
426+ 1.95% |
$13.8K - $14.4K
|
22.3K
$731K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
400+ 3.1% |
$12.9K - $13.6K
|
13.3K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
260+ 0.27% |
$8.4K - $8.81K
|
98K
$3.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
257+ 0.63% |
$8.31K - $8.71K
|
41.2K
$1.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
141+ 0.54% |
$4.56K - $4.78K
|
26.3K
$861K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37+ 1.72% |
$1.2K - $1.25K
|
2.19K
$71.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24+ 0.92% |
$776 - $813
|
2.63K
$86.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.16% |
$776 - $813
|
15K
$490K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.17% |
$517 - $542
|
9.21K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11+ 0.89% |
$356 - $373
|
1.25K
$41K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.02% |
$162 - $169
|
25.6K
$839K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.84% |
$129 - $136
|
480
$15.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.52% |
$64.6 - $67.8
|
134
$4.39K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$32.3 - $33.9
|
54.7K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-90- 0.59% |
$2.91K - $3.05K
|
15.1K
$496K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-145- 0.29% |
$4.69K - $4.91K
|
49.7K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-174- 0.73% |
$5.62K - $5.9K
|
23.8K
$780K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-263- 1.97% |
$8.5K - $8.91K
|
13.1K
$429K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-301- 0.52% |
$9.73K - $10.2K
|
58.1K
$1.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-309- 11.77% |
$9.99K - $10.5K
|
2.32K
$75.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-465- 1.77% |
$15K - $15.8K
|
25.7K
$843K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-634- 1.83% |
$20.5K - $21.5K
|
34.1K
$1.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-860- 6.13% |
$27.8K - $29.1K
|
13.2K
$432K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-955- 9.87% |
$30.9K - $32.4K
|
8.72K
$286K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 12.37% |
$37K - $38.8K
|
8.11K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.41K- 3.79% |
$45.6K - $47.8K
|
35.8K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.47K- 1.4% |
$47.4K - $49.7K
|
103K
$3.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.57K- 1.09% |
$50.7K - $53.2K
|
143K
$4.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.64K- 3.02% |
$53.1K - $55.6K
|
52.8K
$1.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-2.21K- 15.51% |
$71.4K - $74.9K
|
12K
$394K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 12.23% |
$175K - $183K
|
38.8K
$1.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.46K- 2.76% |
$209K - $219K
|
227K
$7.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-11.7K- 25.26% |
$379K - $397K
|
34.7K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-18.7K- 41.74% |
$603K - $633K
|
26.1K
$853K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-82.5K- 36.0% |
$2.67M - $2.8M
|
147K
$4.8M
|
|