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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2020
Q1 2020
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.77K+ 8.8% |
$60K - $109K
|
46.6K
$1.67M
|
|
|
May 08, 2020
Q1 2020
|
Hancock Whitney Corp
|
BUY
|
- |
3.4K+ 23.08% |
$54.1K - $98K
|
18.1K
$648K
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
3.29K+ 71.21% |
$52.4K - $95.1K
|
7.92K
$284K
|
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.14K+ 42.34% |
$50.1K - $90.8K
|
10.6K
$378K
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.92K+ 156.77% |
$46.5K - $84.3K
|
4.78K
$171K
|
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.65K+ 22.26% |
$42.1K - $76.4K
|
14.5K
$520K
|
|
|
Jan 13, 2023
Q1 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.64K+ 30.6% |
$42K - $76.2K
|
11.3K
$403K
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.52K+ 4.45% |
$40.2K - $72.8K
|
59.2K
$2.12M
|
|
|
May 07, 2020
Q1 2020
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.41K+ 1.43% |
$38.4K - $69.7K
|
171K
$6.14M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
2.41K+ 5.05% |
$38.3K - $69.5K
|
50.1K
$1.79M
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.4K+ 51.12% |
$38.2K - $69.3K
|
7.1K
$254K
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
BUY
|
- |
2.4K+ 51.12% |
$38.2K - $69.3K
|
7.1K
$254K
|
|
|
May 07, 2020
Q1 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
2.12K+ 10.65% |
$33.8K - $61.2K
|
22K
$789K
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.09K+ 8.0% |
$33.2K - $60.2K
|
28.1K
$1.01M
|
|
|
May 07, 2020
Q1 2020
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.99K+ 14.46% |
$31.7K - $57.5K
|
15.8K
$564K
|
|
|
Apr 23, 2020
Q1 2020
|
Nbt Bank N A
|
BUY
|
- |
1.88K+ 3.2% |
$29.9K - $54.2K
|
60.6K
$2.17M
|
|
|
Apr 23, 2020
Q1 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.52K+ 11.51% |
$24.2K - $44K
|
14.8K
$528K
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.52KNew |
$24.1K - $43.7K
|
1.52K
$54.2K
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 15.62% |
$23.9K - $43.3K
|
11.1K
$398K
|
|
|
Apr 08, 2020
Q1 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
1.4KNew |
$22.3K - $40.4K
|
1.4K
$50K
|
|
|
May 15, 2020
Q1 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.08KNew |
$17.2K - $31.2K
|
1.08K
$38.7K
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
BUY
|
- |
1.04K+ 16.6% |
$16.5K - $29.9K
|
7.29K
$261K
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
954+ 1.43% |
$15.2K - $27.5K
|
67.5K
$2.42M
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
927+ 3.15% |
$14.8K - $26.8K
|
30.3K
$1.09M
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
BUY
|
- |
924+ 1.61% |
$14.7K - $26.7K
|
58.2K
$2.08M
|
|
|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
781New |
$12.4K - $22.5K
|
781
$28K
|
|
|
May 06, 2020
Q1 2020
|
Private Ocean, LLC
|
BUY
|
- |
750+ 16.57% |
$11.9K - $21.7K
|
5.28K
$189K
|
|
|
May 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
611New |
$9.73K - $17.6K
|
611
$21.9K
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
605+ 4.61% |
$9.63K - $17.5K
|
13.7K
$491K
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
BUY
|
- |
532+ 33.84% |
$8.47K - $15.4K
|
2.1K
$75.3K
|
|
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
456+ 53.71% |
$7.26K - $13.2K
|
1.31K
$46.7K
|
|
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
BUY
|
- |
314+ 2.94% |
$5K - $9.07K
|
11K
$393K
|
|
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
178+ 0.68% |
$2.83K - $5.14K
|
26.3K
$942K
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
159New |
$2.53K - $4.59K
|
159
$5.69K
|
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
147New |
$2.34K - $4.24K
|
147
$5.26K
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
143New |
$2.28K - $4.13K
|
143
$5.12K
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
114New |
$1.81K - $3.29K
|
114
$4.08K
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
94+ 0.06% |
$1.5K - $2.71K
|
148K
$5.29M
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
91New |
$1.45K - $2.63K
|
91
$3.26K
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
36+ 0.08% |
$573 - $1.04K
|
46.2K
$1.65M
|
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7+ 0.02% |
$111 - $202
|
28.2K
$1.01M
|
|
|
Apr 22, 2020
Q1 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.37% |
$47.8 - $86.6
|
811
$29K
|
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.07% |
$47.8 - $86.6
|
4.08K
$146K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.29% |
$15.9 - $28.9
|
349
$12.5K
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.43% |
$15.9 - $28.9
|
231
$8.27K
|
|
|
Apr 24, 2020
Q1 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-51- 0.66% |
$812 - $1.47K
|
7.71K
$276K
|
|
|
May 12, 2020
Q1 2020
|
Family Legacy, Inc.
|
SELL
|
- |
-53- 0.12% |
$844 - $1.53K
|
43.7K
$1.56M
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-84Closed |
$1.34K - $2.43K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-110- 4.21% |
$1.75K - $3.18K
|
2.5K
$89.5K
|
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-120- 5.81% |
$1.91K - $3.46K
|
1.94K
$69.6K
|