Purchases and Sales Made in Q1 2020 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 Q1 2020. 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 |
---|---|---|---|---|---|---|---|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
925KNew |
$14.7M - $26.7M
|
925K
$33.1M
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
BUY
|
- |
914KNew |
$14.5M - $26.4M
|
914K
$32.7M
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
508K+ 2029.39% |
$8.08M - $14.7M
|
533K
$19.1M
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
331KNew |
$5.27M - $9.56M
|
331K
$11.9M
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
BUY
|
- |
250K+ 36.87% |
$3.98M - $7.22M
|
929K
$33.3M
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
210K+ 1414.13% |
$3.35M - $6.07M
|
225K
$8.07M
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
207K+ 15.83% |
$3.3M - $5.99M
|
1.52M
$54.3M
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
137K+ 725.95% |
$2.18M - $3.95M
|
156K
$5.58M
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 280.21% |
$1.83M - $3.33M
|
156K
$5.6M
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
BUY
|
- |
93.8K+ 195.78% |
$1.49M - $2.71M
|
142K
$5.07M
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
67.8KNew |
$1.08M - $1.96M
|
67.8K
$2.43M
|
|
May 14, 2020
Q1 2020
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
50K+ 44.91% |
$796K - $1.44M
|
161K
$5.78M
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
46.9K+ 4.89% |
$746K - $1.35M
|
1M
$36M
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
46.1K+ 2.0% |
$735K - $1.33M
|
2.35M
$84.1M
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
BUY
|
- |
44.2KNew |
$703K - $1.28M
|
44.2K
$1.58M
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32.7K+ 161.22% |
$520K - $944K
|
53K
$1.9M
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
29.2K+ 68.69% |
$465K - $843K
|
71.7K
$2.57M
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
28.9KNew |
$460K - $835K
|
28.9K
$1.03M
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
27K+ 17.88% |
$430K - $779K
|
178K
$6.37M
|
|
May 15, 2020
Q1 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 50.21% |
$423K - $767K
|
79.5K
$2.84M
|
|
May 12, 2020
Q1 2020
|
Brightworth
|
BUY
|
- |
25.2KNew |
$402K - $729K
|
25.2K
$904K
|
|
Apr 16, 2020
Q1 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24.2KNew |
$386K - $700K
|
24.2K
$868K
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.1KNew |
$352K - $639K
|
22.1K
$793K
|
|
Nov 30, 2020
Q1 2020
|
Platform Technology Partners
|
BUY
|
- |
21.9KNew |
$349K - $633K
|
21.9K
$785K
|
|
May 13, 2020
Q1 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
19.6KNew |
$312K - $567K
|
19.6K
$703K
|
|
May 01, 2020
Q1 2020
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
19.1KNew |
$303K - $550K
|
19.1K
$682K
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18.6KNew |
$296K - $538K
|
18.6K
$667K
|
|
May 05, 2020
Q1 2020
|
Marino, Stram & Associates LLC
|
BUY
|
- |
18.4KNew |
$293K - $532K
|
18.4K
$659K
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
BUY
|
- |
17.7K+ 19.56% |
$282K - $512K
|
108K
$3.88M
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$273K - $496K
|
17.2K
$615K
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
BUY
|
- |
16.1K+ 5.01% |
$256K - $465K
|
337K
$12.1M
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.9KNew |
$237K - $430K
|
14.9K
$533K
|
|
Apr 09, 2020
Q1 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13K+ 127.73% |
$207K - $376K
|
23.2K
$831K
|
|
May 06, 2020
Q1 2020
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
12.6K+ 157.3% |
$201K - $364K
|
20.6K
$739K
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$197K - $358K
|
12.4K
$443K
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 1.93% |
$192K - $348K
|
638K
$22.8M
|
|
Apr 01, 2020
Q1 2020
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
11.7K+ 3.03% |
$186K - $337K
|
397K
$14.2M
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.6K+ 17.2% |
$168K - $305K
|
72K
$2.58M
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$166K - $300K
|
10.4K
$373K
|
|
Apr 20, 2020
Q1 2020
|
Apexium Financial, LP
|
BUY
|
- |
9.71K+ 43.79% |
$155K - $280K
|
31.9K
$1.14M
|
|
May 24, 2021
Q1 2020
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
9.18K+ 8.97% |
$146K - $265K
|
112K
$3.99M
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.1K+ 49.27% |
$145K - $263K
|
27.6K
$987K
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.03K+ 43.32% |
$128K - $232K
|
26.6K
$951K
|
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.51K+ 24.49% |
$104K - $188K
|
33.1K
$1.18M
|
|
Apr 30, 2020
Q1 2020
|
West Bancorporation Inc
|
BUY
|
- |
6.1K+ 17.68% |
$97.1K - $176K
|
40.6K
$1.45M
|
|
May 15, 2020
Q1 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.06K+ 211.23% |
$96.4K - $175K
|
8.92K
$319K
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.65K+ 32.06% |
$90K - $163K
|
23.3K
$834K
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.64K+ 60.35% |
$89.7K - $163K
|
15K
$536K
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
5K+ 384.46% |
$79.6K - $144K
|
6.3K
$225K
|
|
May 06, 2020
Q1 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.2K+ 58.96% |
$66.9K - $121K
|
11.3K
$406K
|