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 06, 2021
Q1 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13+ 0.04% |
$342 - $423
|
33.2K
$1.15M
|
|
|
May 17, 2021
Q1 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
9+ 0.02% |
$237 - $293
|
36.9K
$1.28M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.17% |
$210 - $260
|
4.75K
$165K
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.05% |
$105 - $130
|
7.67K
$266K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$26.3 - $32.6
|
12K
$418K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.21% |
$26.3 - $32.6
|
483
$16.7K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9Closed |
$237 - $293
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-16- 0.1% |
$421 - $521
|
16.3K
$564K
|
|
|
Apr 30, 2021
Q1 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-21Closed |
$553 - $684
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-29- 0.05% |
$763 - $944
|
56.3K
$1.95M
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31- 79.49% |
$816 - $1.01K
|
8
$277
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$1.11K - $1.37K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 0.58% |
$1.32K - $1.63K
|
8.51K
$295K
|
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-51- 31.1% |
$1.34K - $1.66K
|
113
$3.92K
|
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-60- 0.14% |
$1.58K - $1.95K
|
43K
$1.49M
|
|
|
Apr 14, 2021
Q1 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 0.34% |
$1.58K - $1.95K
|
17.6K
$612K
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-60- 0.11% |
$1.58K - $1.95K
|
52.7K
$1.83M
|
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-75- 2.76% |
$1.97K - $2.44K
|
2.64K
$91.5K
|
|
|
Apr 15, 2021
Q1 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.14% |
$2.03K - $2.51K
|
53.1K
$1.84M
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-101Closed |
$2.66K - $3.29K
|
0
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-135- 0.57% |
$3.55K - $4.39K
|
23.6K
$817K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-140- 3.91% |
$3.68K - $4.56K
|
3.44K
$119K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-156- 10.37% |
$4.1K - $5.08K
|
1.35K
$46.7K
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-193- 0.79% |
$5.08K - $6.28K
|
24.3K
$843K
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-210- 0.21% |
$5.53K - $6.84K
|
97.9K
$3.4M
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-210Closed |
$5.53K - $6.84K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-211- 1.94% |
$5.55K - $6.87K
|
10.7K
$370K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-255Closed |
$6.71K - $8.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-266- 2.6% |
$7K - $8.66K
|
9.98K
$346K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-278- 3.52% |
$7.31K - $9.05K
|
7.62K
$264K
|
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-300- 2.96% |
$7.89K - $9.77K
|
9.84K
$341K
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-300- 17.57% |
$7.89K - $9.77K
|
1.41K
$48.8K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-326- 22.34% |
$8.58K - $10.6K
|
1.13K
$39.3K
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-331Closed |
$8.71K - $10.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-335- 2.24% |
$8.81K - $10.9K
|
14.6K
$508K
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-441- 6.06% |
$11.6K - $14.4K
|
6.84K
$237K
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-444- 2.23% |
$11.7K - $14.5K
|
19.4K
$674K
|
|
|
Jun 10, 2021
Q1 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-445- 0.81% |
$11.7K - $14.5K
|
54.7K
$1.9M
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-450- 2.39% |
$11.8K - $14.6K
|
18.4K
$637K
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-456- 4.68% |
$12K - $14.8K
|
9.29K
$322K
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-466- 1.62% |
$12.3K - $15.2K
|
28.3K
$980K
|
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-474- 0.89% |
$12.5K - $15.4K
|
53K
$1.84M
|
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-478- 3.45% |
$12.6K - $15.6K
|
13.4K
$464K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-518- 15.19% |
$13.6K - $16.9K
|
2.89K
$100K
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-541- 4.12% |
$14.2K - $17.6K
|
12.6K
$436K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-572Closed |
$15K - $18.6K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-572Closed |
$15K - $18.6K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-648Closed |
$17K - $21.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-699- 4.92% |
$18.4K - $22.8K
|
13.5K
$468K
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-707- 5.06% |
$18.6K - $23K
|
13.3K
$459K
|