Purchases and Sales Made in Q1 2020 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

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 13, 2020 Q1 2020
Brinker Capital Investments, LLC

SELL
 -
-3.03K
- 1.92%
$48.3K - $87.6K
155K $5.34M
Mar 10, 2021 Q1 2020
Intercontinental Wealth Advisors, LLC

SELL
 -
-3.04K
- 4.48%
$48.4K - $87.7K
64.8K $2.23M
Apr 20, 2020 Q1 2020
Moller Financial Services

SELL
 -
-3.06K
- 8.75%
$48.7K - $88.4K
31.9K $1.1M
May 18, 2020 Q1 2020
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-3.09K
Closed
$49.2K - $89.2K
0 $0
May 14, 2020 Q1 2020
Advisor Net Financial, Inc

SELL
 -
-3.31K
- 26.07%
$52.7K - $95.6K
9.39K $323K
May 14, 2020 Q1 2020
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-3.62K
- 50.0%
$57.6K - $105K
3.62K $125K
May 13, 2020 Q1 2020
Us Bancorp \De\

SELL
 -
-3.67K
- 80.28%
$58.4K - $106K
902 $31K
May 14, 2020 Q1 2020
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-3.91K
- 18.56%
$62.3K - $113K
17.2K $590K
Apr 23, 2020 Q1 2020
Inspirion Wealth Advisors, LLC

SELL
 -
-4.24K
- 3.38%
$67.5K - $122K
121K $4.17M
May 08, 2020 Q1 2020
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-4.58K
- 4.43%
$72.9K - $132K
98.9K $3.4M
Apr 29, 2020 Q1 2020
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-4.91K
- 49.59%
$78.2K - $142K
4.99K $172K
Apr 28, 2020 Q1 2020
Cwm, LLC

SELL
 -
-5K
- 79.36%
$79.6K - $144K
1.3K $44.7K
May 14, 2020 Q1 2020
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-5.03K
- 15.6%
$80K - $145K
27.2K $936K
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-5.05K
Closed
$80.4K - $146K
0 $0
May 08, 2020 Q1 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.09K
- 15.41%
$81K - $147K
27.9K $961K
May 07, 2020 Q1 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-5.13K
- 76.86%
$81.7K - $148K
1.55K $53.1K
May 15, 2020 Q1 2020
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-5.28K
- 9.98%
$84.1K - $152K
47.6K $1.64M
Apr 22, 2020 Q1 2020
Hengehold Capital Management LLC

SELL
 -
-5.33K
- 33.62%
$84.9K - $154K
10.5K $362K
May 15, 2020 Q1 2020
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-5.51K
- 4.51%
$87.8K - $159K
117K $4.01M
Apr 23, 2020 Q1 2020
Financial Counselors Inc

SELL
 -
-5.79K
- 4.85%
$92.1K - $167K
114K $3.91M
May 11, 2020 Q1 2020
Ifg Advisory, LLC

SELL
 -
-6.72K
- 35.31%
$107K - $194K
12.3K $423K
Apr 03, 2020 Q1 2020
Salomon & Ludwin, LLC

SELL
 -
-6.77K
- 1.79%
$108K - $195K
371K $12.7M
Apr 24, 2020 Q1 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-6.94K
- 64.79%
$110K - $200K
3.77K $130K
May 07, 2020 Q1 2020
Dynamic Advisor Solutions LLC

SELL
 -
-7.02K
Closed
$112K - $203K
0 $0
May 15, 2020 Q1 2020
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-7.09K
Closed
$113K - $205K
0 $0
Apr 29, 2020 Q1 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-7.17K
Closed
$114K - $207K
0 $0
May 15, 2020 Q1 2020
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-7.22K
- 18.73%
$115K - $208K
31.3K $1.08M
May 15, 2020 Q1 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-7.23K
Closed
$115K - $209K
0 $0
May 08, 2020 Q1 2020
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-7.35K
Closed
$117K - $212K
0 $0
May 13, 2020 Q1 2020
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-7.36K
Closed
$117K - $212K
0 $0
May 11, 2020 Q1 2020
Cadence Bank Na

SELL
 -
-7.41K
Closed
$118K - $214K
0 $0
May 18, 2020 Q1 2020
Titus Wealth Management

Larskpur, CA
SELL
 -
-7.63K
Closed
$122K - $220K
0 $0
May 13, 2020 Q1 2020
Smart Money Group LLC

SELL
 -
-7.85K
Closed
$125K - $227K
0 $0
May 15, 2020 Q1 2020
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-7.87K
Closed
$125K - $227K
0 $0
May 01, 2020 Q1 2020
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-8.23K
- 7.62%
$131K - $238K
99.7K $3.43M
Sep 07, 2021 Q1 2020
Geneos Wealth Management Inc.

SELL
 -
-8.35K
- 55.09%
$133K - $241K
6.81K $234K
May 08, 2020 Q1 2020
Flputnam Investment Management CO

Portland, ME
SELL
 -
-8.44K
Closed
$134K - $244K
0 $0
Apr 28, 2020 Q1 2020
Global Retirement Partners, LLC

SELL
 -
-8.63K
- 52.83%
$137K - $249K
7.71K $265K
May 15, 2020 Q1 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-8.65K
Closed
$138K - $250K
0 $0
May 11, 2020 Q1 2020
Fiduciary Group LLC

Savannah, GA
SELL
 -
-8.79K
Closed
$140K - $254K
0 $0
May 15, 2020 Q1 2020
Atria Investments LLC

Charlotte, NC
SELL
 -
-8.97K
Closed
$143K - $259K
0 $0
Apr 30, 2020 Q1 2020
Madrona Financial Services, LLC

SELL
 -
-9.07K
Closed
$144K - $262K
0 $0
May 04, 2020 Q1 2020
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-9.22K
- 19.77%
$147K - $266K
37.4K $1.29M
May 14, 2020 Q1 2020
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-9.68K
- 2.93%
$154K - $279K
320K $11M
May 12, 2020 Q1 2020
Wealthsource Partners, LLC

SELL
 -
-9.83K
Closed
$156K - $284K
0 $0
May 11, 2020 Q1 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-10.5K
- 12.04%
$167K - $303K
76.7K $2.64M
May 05, 2020 Q1 2020
Key F Inancial Inc

SELL
 -
-10.9K
- 23.29%
$173K - $313K
35.7K $1.23M
May 13, 2020 Q1 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-11.1K
Closed
$177K - $321K
0 $0
May 15, 2020 Q1 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-11.1K
- 14.23%
$177K - $322K
67.2K $2.31M

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