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
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 10.97% |
$182K - $330K
|
92.8K
$3.32M
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.4K- 25.43% |
$182K - $330K
|
33.6K
$1.2M
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.6KClosed |
$184K - $334K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$189K - $343K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.9K- 53.27% |
$189K - $343K
|
10.4K
$374K
|
|
Apr 22, 2020
Q1 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.8K- 21.98% |
$205K - $371K
|
45.6K
$1.63M
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.7K- 83.91% |
$218K - $395K
|
2.63K
$94K
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13.8KClosed |
$219K - $397K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-14.6K- 33.8% |
$232K - $421K
|
28.6K
$1.02M
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.3K- 24.45% |
$244K - $442K
|
47.3K
$1.69M
|
|
Apr 19, 2024
Q1 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16K- 35.53% |
$255K - $462K
|
29K
$1.04M
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16KClosed |
$255K - $463K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-16.9KClosed |
$268K - $486K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.2K- 40.2% |
$273K - $496K
|
25.5K
$914K
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.2K- 11.93% |
$274K - $497K
|
127K
$4.55M
|
|
May 11, 2020
Q1 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-17.9KClosed |
$285K - $517K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 26.21% |
$288K - $522K
|
50.9K
$1.82M
|
|
May 28, 2020
Q1 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-19.8K- 3.77% |
$315K - $572K
|
506K
$18.1M
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20.1K- 22.09% |
$320K - $580K
|
70.8K
$2.54M
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4KClosed |
$324K - $588K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-21.5K- 50.68% |
$342K - $620K
|
20.9K
$748K
|
|
Apr 30, 2020
Q1 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-22.9K- 7.45% |
$364K - $661K
|
284K
$10.2M
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24.4K- 78.83% |
$388K - $704K
|
6.54K
$234K
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26.2K- 13.41% |
$418K - $757K
|
169K
$6.06M
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-27K- 51.11% |
$429K - $778K
|
25.8K
$923K
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-27.8K- 30.73% |
$443K - $803K
|
62.7K
$2.24M
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 41.97% |
$451K - $817K
|
39.1K
$1.4M
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.1K- 35.05% |
$463K - $840K
|
53.9K
$1.93M
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.4KClosed |
$468K - $849K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-34.9KClosed |
$555K - $1.01M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.3K- 11.72% |
$578K - $1.05M
|
274K
$9.8M
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-38.7K- 17.69% |
$616K - $1.12M
|
180K
$6.45M
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39K- 34.93% |
$622K - $1.13M
|
72.7K
$2.6M
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
SELL
|
- |
-39.2K- 9.47% |
$624K - $1.13M
|
375K
$13.4M
|
|
May 06, 2020
Q1 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-39.9K- 37.94% |
$635K - $1.15M
|
65.2K
$2.33M
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40K- 15.75% |
$638K - $1.16M
|
214K
$7.67M
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47K- 7.11% |
$749K - $1.36M
|
615K
$22M
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.2K- 51.71% |
$752K - $1.36M
|
44.1K
$1.58M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.4K- 6.17% |
$771K - $1.4M
|
737K
$26.4M
|
|
May 07, 2020
Q1 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-63.2K- 26.9% |
$1.01M - $1.82M
|
172K
$6.15M
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66.7K- 76.42% |
$1.06M - $1.93M
|
20.6K
$737K
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-68.2K- 49.98% |
$1.09M - $1.97M
|
68.2K
$2.44M
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69.5KClosed |
$1.11M - $2.01M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-71.9KClosed |
$1.14M - $2.08M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-88.2KClosed |
$1.4M - $2.55M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Keudell
|
SELL
|
- |
-91.9KClosed |
$1.46M - $2.65M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-123K- 84.98% |
$1.95M - $3.54M
|
21.7K
$776K
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-142KClosed |
$2.25M - $4.09M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-148K- 13.84% |
$2.36M - $4.28M
|
924K
$33.1M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-165K- 37.68% |
$2.63M - $4.77M
|
273K
$9.79M
|