Purchases and Sales Made in Q1 2021 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 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
Apr 01, 2021 Q1 2021
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
6.3K
+ 1.44%
$166K - $205K
444K $15.2M
May 17, 2021 Q1 2021
Money Concepts Capital Corp

BUY
 -
5.49K
+ 104.11%
$144K - $179K
10.8K $369K
May 07, 2021 Q1 2021
Hc Advisors, LLC

BUY
 -
5.16K
+ 3.11%
$136K - $168K
171K $5.86M
May 17, 2021 Q1 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
5.07K
+ 5.99%
$133K - $165K
89.8K $3.08M
Apr 26, 2021 Q1 2021
Marino, Stram & Associates LLC

BUY
 -
4.98K
+ 29.04%
$131K - $162K
22.1K $758K
Apr 23, 2021 Q1 2021
Waterfront Wealth Inc.

BUY
 -
4.36K
+ 15.16%
$115K - $142K
33.1K $1.13M
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.84K
New
$101K - $125K
3.84K $132K
Apr 29, 2021 Q1 2021
Iag Wealth Partners, LLC

BUY
 -
3.81K
+ 5.65%
$100K - $124K
71.3K $2.44M
Apr 30, 2021 Q1 2021
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
3.5K
+ 2.75%
$92.1K - $114K
131K $4.48M
Aug 13, 2024 Q1 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
3.28K
+ 4.19%
$86.3K - $107K
81.5K $2.79M
May 17, 2021 Q1 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
3.07K
+ 9.29%
$80.6K - $99.8K
36K $1.23M
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.53K
+ 32.87%
$66.5K - $82.3K
10.2K $350K
May 18, 2021 Q1 2021
Principle Wealth Partners LLC

BUY
 -
2.4K
+ 12.24%
$63.2K - $78.2K
22K $755K
May 04, 2021 Q1 2021
Buckingham Capital Management, Inc.

BUY
 -
2.35K
+ 12.19%
$61.8K - $76.4K
21.6K $740K
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.09K
+ 1.35%
$54.9K - $67.9K
157K $5.38M
May 13, 2021 Q1 2021
Rmr Wealth Builders

BUY
 -
1.92K
New
$50.4K - $62.4K
1.92K $65.7K
May 14, 2021 Q1 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1.82K
New
$47.8K - $59.1K
1.82K $62.2K
Apr 29, 2021 Q1 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.81K
+ 60.4%
$47.7K - $59K
4.81K $165K
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
1.71K
New
$45.1K - $55.8K
1.71K $58.7K
May 03, 2021 Q1 2021
Ellis Investment Partners, LLC

BUY
 -
1.65K
New
$43.4K - $53.7K
1.65K $56.5K
May 04, 2021 Q1 2021
Valmark Advisers, Inc.

BUY
 -
1.58K
+ 2.25%
$41.5K - $51.4K
71.9K $2.46M
Apr 16, 2021 Q1 2021
Harbor Investment Advisory, LLC

BUY
 -
1.5K
+ 12.52%
$39.5K - $48.8K
13.5K $462K
May 14, 2021 Q1 2021
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.38K
+ 6.97%
$36.3K - $44.9K
21.2K $725K
Apr 30, 2021 Q1 2021
Jones Financial Companies Lllp

BUY
 -
1.37K
New
$35.9K - $44.4K
1.37K $46.8K
Apr 30, 2021 Q1 2021
Hengehold Capital Management LLC

BUY
 -
1.29K
+ 12.32%
$33.8K - $41.8K
11.7K $401K
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.11K
+ 5.27%
$29.1K - $36K
22.1K $757K
May 06, 2021 Q1 2021
Larson Financial Group LLC

BUY
 -
987
+ 116.25%
$26K - $32.1K
1.84K $62.9K
Mar 14, 2023 Q1 2021
Private Portfolio Partners LLC

BUY
 -
983
+ 0.83%
$25.9K - $32K
119K $4.08M
May 17, 2021 Q1 2021
Private Portfolio Partners LLC

BUY
 -
983
+ 0.83%
$25.9K - $32K
119K $4.08M
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

BUY
 -
970
+ 4.04%
$25.5K - $31.6K
25K $856K
May 17, 2021 Q1 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
867
+ 3.17%
$22.8K - $28.2K
28.2K $966K
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
725
+ 3.42%
$19.1K - $23.6K
21.9K $750K
May 24, 2021 Q1 2021
Advisory Services Network, LLC

BUY
 -
718
+ 8.17%
$18.9K - $23.4K
9.51K $326K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
689
+ 1.02%
$18.1K - $22.4K
68K $2.33M
Apr 12, 2021 Q1 2021
Private Capital Group, LLC

BUY
 -
633
+ 146.53%
$16.7K - $20.6K
1.07K $36.5K
Apr 21, 2021 Q1 2021
Bokf, Na

Tulsa, OK
BUY
 -
621
+ 3.83%
$16.3K - $20.2K
16.9K $577K
May 14, 2021 Q1 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
520
+ 3.3%
$13.7K - $16.9K
16.3K $557K
May 10, 2021 Q1 2021
New Square Capital LLC

BUY
 -
515
+ 12.26%
$13.5K - $16.8K
4.72K $161K
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
505
+ 1.8%
$13.3K - $16.4K
28.5K $978K
Apr 30, 2021 Q1 2021
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
331
New
$8.71K - $10.8K
331 $11.3K
Apr 20, 2021 Q1 2021
Piscataqua Savings Bank

BUY
 -
258
New
$6.79K - $8.4K
258 $8.84K
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
256
New
$6.74K - $8.33K
256 $8.77K
Apr 30, 2021 Q1 2021
Spinnaker Trust

BUY
 -
207
+ 0.73%
$5.45K - $6.74K
28.6K $979K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
114
+ 0.72%
$3K - $3.71K
16K $548K
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
99
New
$2.6K - $3.22K
99 $3.39K
Apr 26, 2021 Q1 2021
Mascoma Wealth Management LLC

BUY
 -
91
New
$2.39K - $2.96K
91 $3.12K
May 03, 2021 Q1 2021
Asset Dedication, LLC

BUY
 -
60
+ 0.77%
$1.58K - $1.95K
7.9K $271K
May 17, 2021 Q1 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
52
+ 0.43%
$1.37K - $1.69K
12.2K $416K
Apr 28, 2021 Q1 2021
Bcs Wealth Management

BUY
 -
26
+ 0.02%
$684 - $846
121K $4.15M

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