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 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.7K- 6.28% |
$150K - $186K
|
85.1K
$2.95M
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.73K- 16.01% |
$151K - $187K
|
30.1K
$1.04M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-6.69K- 8.8% |
$176K - $218K
|
69.3K
$2.4M
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.88KClosed |
$207K - $257K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.5KClosed |
$250K - $309K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.1KClosed |
$267K - $330K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11K- 0.71% |
$290K - $359K
|
1.54M
$53.3M
|
|
|
Apr 30, 2021
Q1 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$329K - $407K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.7K- 8.84% |
$333K - $413K
|
131K
$4.53M
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.7KClosed |
$335K - $415K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-13K- 10.34% |
$343K - $425K
|
113K
$3.92M
|
|
|
May 06, 2021
Q1 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13.9K- 7.75% |
$365K - $451K
|
165K
$5.72M
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$375K - $464K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.8K- 10.4% |
$415K - $513K
|
136K
$4.71M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.8KClosed |
$416K - $514K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.1K- 19.65% |
$425K - $525K
|
66K
$2.29M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 15.63% |
$427K - $529K
|
87.7K
$3.04M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 34.28% |
$448K - $555K
|
32.7K
$1.13M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 1.29% |
$451K - $558K
|
1.31M
$45.4M
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-18KClosed |
$474K - $586K
|
0
$0
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-18.2KClosed |
$479K - $592K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.7K- 9.6% |
$519K - $643K
|
186K
$6.45M
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-20.1K- 6.56% |
$529K - $654K
|
287K
$9.93M
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20.3K- 87.49% |
$535K - $662K
|
2.91K
$101K
|
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-25.7K- 17.84% |
$675K - $836K
|
118K
$4.1M
|
|
|
Aug 28, 2024
Q1 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-29.5K- 56.52% |
$776K - $960K
|
22.7K
$787K
|
|
|
Apr 28, 2021
Q1 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-31.4KClosed |
$825K - $1.02M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33K- 8.36% |
$869K - $1.07M
|
362K
$12.5M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-33.8K- 32.83% |
$890K - $1.1M
|
69.2K
$2.4M
|
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-38.9K- 28.28% |
$1.02M - $1.26M
|
98.5K
$3.42M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-39.7K- 68.09% |
$1.04M - $1.29M
|
18.6K
$644K
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-41.5K- 28.02% |
$1.09M - $1.35M
|
106K
$3.69M
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-41.8K- 40.84% |
$1.1M - $1.36M
|
60.5K
$2.1M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.2K- 13.38% |
$1.14M - $1.41M
|
279K
$9.69M
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-54.1KClosed |
$1.42M - $1.76M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.7K- 30.09% |
$1.47M - $1.81M
|
130K
$4.49M
|
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-59.6K- 64.97% |
$1.57M - $1.94M
|
32.1K
$1.11M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-66.8K- 53.55% |
$1.76M - $2.17M
|
57.9K
$2.01M
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-67.1K- 87.49% |
$1.76M - $2.18M
|
9.59K
$333K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-98.8K- 9.24% |
$2.6M - $3.22M
|
971K
$33.6M
|
|
|
Apr 28, 2021
Q1 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-110K- 92.75% |
$2.9M - $3.59M
|
8.64K
$299K
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-136K- 82.01% |
$3.57M - $4.41M
|
29.7K
$1.03M
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-197K- 31.97% |
$5.18M - $6.41M
|
419K
$14.5M
|