Purchases and Sales Made in Q1 2021 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 2021. 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 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
104K+ 2083.61% |
$2.73M - $3.38M
|
109K
$3.91M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98.3K+ 15.32% |
$2.59M - $3.2M
|
740K
$26.6M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.5K+ 7.71% |
$2.04M - $2.52M
|
1.08M
$38.9M
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70.5K+ 22.99% |
$1.85M - $2.29M
|
377K
$13.6M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69KNew |
$1.81M - $2.25M
|
69K
$2.48M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60K+ 347.18% |
$1.58M - $1.95M
|
77.3K
$2.78M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.1K+ 19.73% |
$1.55M - $1.92M
|
358K
$12.9M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
55.8KNew |
$1.47M - $1.82M
|
55.8K
$2.01M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
53.6KNew |
$1.41M - $1.75M
|
53.6K
$1.93M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.5KNew |
$1.38M - $1.71M
|
52.5K
$1.89M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
47.6KNew |
$1.25M - $1.55M
|
47.6K
$1.71M
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
42.2K+ 84.52% |
$1.11M - $1.37M
|
92.2K
$3.32M
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
41.4K+ 12.69% |
$1.09M - $1.35M
|
367K
$13.2M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
28.4K+ 6.96% |
$746K - $924K
|
436K
$15.7M
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
27.4KNew |
$722K - $893K
|
27.4K
$986K
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
22.8KNew |
$599K - $741K
|
22.8K
$819K
|
|
May 14, 2021
Q1 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
22.5K+ 3.97% |
$591K - $732K
|
588K
$21.2M
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
18.8K+ 20.34% |
$495K - $612K
|
111K
$4M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 2.79% |
$478K - $592K
|
669K
$24.1M
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.7KNew |
$440K - $544K
|
16.7K
$602K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.1KNew |
$423K - $523K
|
16.1K
$578K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 22.88% |
$409K - $505K
|
83.4K
$3M
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
12.6KNew |
$331K - $409K
|
12.6K
$452K
|
|
Apr 19, 2021
Q1 2021
|
Brightworth
|
BUY
|
- |
12.4K+ 8.65% |
$327K - $405K
|
156K
$5.62M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
11.7KNew |
$308K - $381K
|
11.7K
$421K
|
|
May 17, 2021
Q1 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
11.4K+ 27.93% |
$301K - $372K
|
52.3K
$1.88M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 2.11% |
$289K - $358K
|
531K
$19.1M
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
10.4K+ 62.13% |
$273K - $338K
|
27.1K
$974K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 134.08% |
$273K - $338K
|
18.1K
$651K
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.2KNew |
$268K - $332K
|
10.2K
$367K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
10.1KNew |
$266K - $329K
|
10.1K
$363K
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
9.98KNew |
$263K - $325K
|
9.98K
$359K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.86K+ 39.41% |
$233K - $288K
|
31.4K
$1.13M
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
8.59KNew |
$226K - $280K
|
8.59K
$309K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.53K+ 13.61% |
$224K - $278K
|
71.2K
$2.56M
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.44KNew |
$222K - $275K
|
8.44K
$303K
|
|
Jan 03, 2023
Q1 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.02KNew |
$211K - $261K
|
8.02K
$289K
|
|
Apr 19, 2021
Q1 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
7.98K+ 73.5% |
$210K - $260K
|
18.8K
$677K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.83K+ 30.1% |
$206K - $255K
|
33.8K
$1.22M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.55K+ 0.76% |
$199K - $246K
|
1.01M
$36.2M
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.52KNew |
$198K - $245K
|
7.52K
$271K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.44KNew |
$196K - $242K
|
7.44K
$267K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.39K+ 2.04% |
$194K - $240K
|
370K
$13.3M
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
BUY
|
- |
7.28KNew |
$192K - $237K
|
7.28K
$262K
|
|
Apr 16, 2021
Q1 2021
|
Accredited Investors Inc.
|
BUY
|
- |
7.23KNew |
$190K - $235K
|
7.23K
$260K
|
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7.04KNew |
$185K - $229K
|
7.04K
$253K
|
|
Apr 08, 2021
Q1 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
6.63KNew |
$174K - $216K
|
6.63K
$238K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.57KNew |
$173K - $214K
|
6.57K
$236K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.5KNew |
$171K - $211K
|
6.5K
$234K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.47KNew |
$170K - $210K
|
6.47K
$233K
|