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
|
First National Bank Of South Miami
|
SELL
|
- |
-134- 1.37% |
$2.13K - $3.87K
|
9.65K
$332K
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150Closed |
$2.39K - $4.33K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-182- 0.91% |
$2.9K - $5.25K
|
19.8K
$681K
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-212Closed |
$3.38K - $6.12K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-300- 87.72% |
$4.78K - $8.66K
|
42
$1.44K
|
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-304- 2.78% |
$4.84K - $8.78K
|
10.6K
$365K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-323- 11.47% |
$5.14K - $9.33K
|
2.49K
$85.8K
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-345- 4.45% |
$5.49K - $9.96K
|
7.41K
$255K
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-349- 72.41% |
$5.56K - $10.1K
|
133
$4.57K
|
|
|
May 27, 2020
Q1 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-360Closed |
$5.73K - $10.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-445Closed |
$7.08K - $12.8K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-458Closed |
$7.29K - $13.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-622- 8.21% |
$9.9K - $18K
|
6.95K
$239K
|
|
|
Apr 03, 2020
Q1 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-667- 0.63% |
$10.6K - $19.3K
|
104K
$3.59M
|
|
|
Apr 10, 2020
Q1 2020
|
Bcs Wealth Management
|
SELL
|
- |
-700- 0.51% |
$11.1K - $20.2K
|
135K
$4.66M
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-700- 34.65% |
$11.1K - $20.2K
|
1.32K
$45.4K
|
|
|
May 04, 2020
Q1 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-717Closed |
$11.4K - $20.7K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-730- 0.47% |
$11.6K - $21.1K
|
153K
$5.26M
|
|
|
Apr 22, 2020
Q1 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-750- 8.36% |
$11.9K - $21.7K
|
8.23K
$283K
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-800- 11.55% |
$12.7K - $23.1K
|
6.13K
$211K
|
|
|
May 08, 2020
Q1 2020
|
Xml Financial, LLC
|
SELL
|
- |
-803- 1.64% |
$12.8K - $23.2K
|
48.1K
$1.65M
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-845- 0.86% |
$13.5K - $24.4K
|
97.2K
$3.34M
|
|
|
May 13, 2020
Q1 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-884- 99.55% |
$14.1K - $25.5K
|
4
$138
|
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-907Closed |
$14.4K - $26.2K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-938Closed |
$14.9K - $27.1K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-948- 36.43% |
$15.1K - $27.4K
|
1.65K
$56.9K
|
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.03KClosed |
$16.3K - $29.6K
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.07K- 45.82% |
$17K - $30.9K
|
1.27K
$43.5K
|
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.08K- 1.45% |
$17.1K - $31.1K
|
73.3K
$2.52M
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.09KClosed |
$17.4K - $31.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 5.86% |
$17.8K - $32.3K
|
18K
$619K
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.12K- 3.34% |
$17.9K - $32.4K
|
32.5K
$1.12M
|
|
|
Jun 29, 2020
Q1 2020
|
Beacon Financial Group
|
SELL
|
- |
-1.15K- 0.92% |
$18.2K - $33.1K
|
123K
$4.24M
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.19KClosed |
$18.9K - $34.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-1.22K- 1.18% |
$19.4K - $35.2K
|
102K
$3.5M
|
|
|
Apr 16, 2020
Q1 2020
|
Arden Trust CO
|
SELL
|
- |
-1.35K- 11.54% |
$21.5K - $39K
|
10.3K
$356K
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.4KClosed |
$22.2K - $40.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-1.63K- 51.21% |
$25.9K - $46.9K
|
1.55K
$53.2K
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.64KClosed |
$26.1K - $47.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-1.8K- 7.98% |
$28.6K - $51.9K
|
20.7K
$713K
|
|
|
May 28, 2020
Q1 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.8K- 11.64% |
$28.7K - $52K
|
13.7K
$470K
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.88K- 9.41% |
$29.9K - $54.3K
|
18.1K
$623K
|
|
|
May 12, 2020
Q1 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-2K- 4.71% |
$31.8K - $57.7K
|
40.5K
$1.39M
|
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-2.1K- 9.7% |
$33.4K - $60.5K
|
19.5K
$671K
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.39KClosed |
$38K - $69K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$38K - $69K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.44K- 10.29% |
$38.8K - $70.4K
|
21.3K
$731K
|
|
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.55K- 5.14% |
$40.6K - $73.6K
|
47K
$1.62M
|
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.79K- 19.04% |
$44.4K - $80.5K
|
11.9K
$408K
|
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3K- 16.9% |
$47.8K - $86.6K
|
14.8K
$507K
|