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 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-716- 2.01% |
$18.8K - $23.3K
|
34.8K
$1.21M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-810- 2.15% |
$21.3K - $26.4K
|
36.9K
$1.28M
|
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-945- 5.66% |
$24.9K - $30.8K
|
15.8K
$546K
|
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-968- 8.49% |
$25.5K - $31.5K
|
10.4K
$362K
|
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-991- 11.08% |
$26.1K - $32.3K
|
7.95K
$276K
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1KClosed |
$26.3K - $32.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.01KClosed |
$26.6K - $32.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.04K- 41.68% |
$27.4K - $33.9K
|
1.46K
$50.4K
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.12K- 8.64% |
$29.5K - $36.5K
|
11.8K
$410K
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-1.12K- 27.72% |
$29.5K - $36.5K
|
2.92K
$101K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.22K- 9.6% |
$32K - $39.6K
|
11.5K
$398K
|
|
|
Apr 13, 2021
Q1 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.24K- 2.46% |
$32.5K - $40.3K
|
49K
$1.7M
|
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.36K- 3.84% |
$35.7K - $44.1K
|
33.9K
$1.18M
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.43K- 1.97% |
$37.7K - $46.7K
|
71.4K
$2.48M
|
|
|
May 14, 2021
Q1 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 2.33% |
$37.9K - $46.8K
|
60.2K
$2.09M
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.46K- 18.27% |
$38.5K - $47.6K
|
6.54K
$227K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.53K- 10.95% |
$40.1K - $49.6K
|
12.4K
$430K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.64KClosed |
$43.3K - $53.5K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-1.7K- 34.0% |
$44.7K - $55.3K
|
3.3K
$114K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.7K- 34.0% |
$44.7K - $55.3K
|
3.3K
$114K
|
|
|
Apr 19, 2021
Q1 2021
|
Moller Financial Services
|
SELL
|
- |
-1.72K- 20.14% |
$45.2K - $56K
|
6.82K
$236K
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.75K- 4.25% |
$46.1K - $57K
|
39.5K
$1.37M
|
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.82K- 10.63% |
$48K - $59.3K
|
15.3K
$532K
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.95K- 6.64% |
$51.4K - $63.6K
|
27.4K
$952K
|
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-2.01K- 4.06% |
$52.8K - $65.4K
|
47.4K
$1.64M
|
|
|
Apr 21, 2021
Q1 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.02K- 13.71% |
$53.1K - $65.7K
|
12.7K
$441K
|
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.1K- 6.85% |
$55.1K - $68.2K
|
28.5K
$987K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.15K- 25.12% |
$56.6K - $70K
|
6.41K
$222K
|
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
SELL
|
- |
-2.26K- 10.38% |
$59.3K - $73.4K
|
19.5K
$675K
|
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.31K- 11.01% |
$60.7K - $75.1K
|
18.6K
$647K
|
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.33K- 22.63% |
$61.3K - $75.8K
|
7.97K
$276K
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 4.66% |
$65.9K - $81.6K
|
51.2K
$1.78M
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.61K- 8.37% |
$68.8K - $85.1K
|
28.6K
$993K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.62KClosed |
$68.8K - $85.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-3.18K- 50.52% |
$83.7K - $104K
|
3.12K
$108K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32KClosed |
$87.4K - $108K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.32K- 3.29% |
$87.4K - $108K
|
97.6K
$3.39M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 25.34% |
$88.8K - $110K
|
9.94K
$345K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41KClosed |
$89.6K - $111K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.48K- 24.6% |
$91.5K - $113K
|
10.7K
$369K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.5K- 21.45% |
$92K - $114K
|
12.8K
$444K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.84K- 39.85% |
$101K - $125K
|
5.79K
$201K
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.91K- 56.61% |
$103K - $127K
|
3K
$104K
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.93K- 20.13% |
$103K - $128K
|
15.6K
$540K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.2K- 98.22% |
$111K - $137K
|
76
$2.63K
|
|
|
Apr 23, 2021
Q1 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.36K- 3.28% |
$115K - $142K
|
128K
$4.45M
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.4K- 24.8% |
$116K - $143K
|
13.3K
$463K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.41K- 36.89% |
$116K - $144K
|
7.55K
$262K
|
|
|
May 14, 2021
Q1 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.51K- 5.56% |
$119K - $147K
|
76.5K
$2.65M
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.53KClosed |
$119K - $148K
|
0
$0
|