Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
249K
New
$6.8M - $8.01M
249K $8.96M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
172K
+ 6.54%
$4.69M - $5.52M
2.8M $101M
Apr 14, 2023 Q1 2023
H&H Retirement Design & Management Inc

BUY
 -
156K
New
$4.27M - $5.03M
156K $5.63M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
96.5K
New
$2.63M - $3.1M
96.5K $3.47M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
80.3K
+ 64.34%
$2.19M - $2.58M
205K $7.37M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
71.8K
+ 21441.19%
$1.96M - $2.31M
72.2K $2.6M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
70.4K
+ 464.28%
$1.92M - $2.26M
85.6K $3.08M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
52.4K
New
$1.43M - $1.68M
52.4K $1.88M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
51.3K
+ 9.98%
$1.4M - $1.65M
565K $20.3M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
47.6K
+ 11.91%
$1.3M - $1.53M
447K $16.1M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
38.5K
+ 5.51%
$1.05M - $1.24M
738K $26.5M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
33.1K
+ 123.81%
$903K - $1.06M
59.8K $2.15M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
27.1K
New
$740K - $871K
27.1K $975K
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
27.1K
+ 67.96%
$739K - $870K
66.9K $2.41M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
25K
+ 16.24%
$683K - $804K
179K $6.44M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
24.6K
+ 21.29%
$671K - $790K
140K $5.04M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
23K
+ 174.97%
$629K - $740K
36.2K $1.3M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
21.2K
+ 52.6%
$578K - $681K
61.5K $2.21M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
20K
New
$545K - $642K
20K $719K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
17.3K
+ 6.76%
$473K - $557K
274K $9.85M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
17.2K
+ 5.98%
$470K - $554K
305K $11M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
17.2K
New
$469K - $552K
17.2K $618K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
15.7K
New
$430K - $506K
15.7K $566K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
15.7K
+ 2.56%
$427K - $503K
626K $22.5M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
13.1K
New
$357K - $420K
13.1K $470K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
11.8K
+ 1.86%
$322K - $379K
645K $23.2M
Apr 17, 2023 Q1 2023
F&V Capital Management, LLC

BUY
 -
11.5K
+ 47.74%
$313K - $368K
35.4K $1.27M
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
10.7K
New
$293K - $344K
10.7K $385K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
10.6K
+ 29.87%
$290K - $342K
46.3K $1.66M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
10.2K
+ 306.4%
$280K - $329K
13.6K $489K
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
9.79K
New
$267K - $315K
9.79K $352K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
9.6K
+ 7.83%
$262K - $309K
132K $4.76M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
8.7K
+ 0.39%
$237K - $279K
2.25M $80.9M
Apr 14, 2023 Q1 2023
Mirador Capital Partners LP

BUY
 -
8.69K
New
$237K - $279K
8.69K $313K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
8.66K
+ 12.61%
$236K - $278K
77.3K $2.78M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
8.38K
+ 6.33%
$229K - $269K
141K $5.07M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
8.29K
New
$226K - $266K
8.29K $298K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
7.96K
+ 5.81%
$217K - $256K
145K $5.21M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
7.71K
+ 7.81%
$210K - $248K
106K $3.83M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
7.54K
New
$206K - $242K
7.54K $271K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
7.29K
+ 0.69%
$199K - $234K
1.06M $38M
Apr 17, 2023 Q1 2023
Moller Financial Services

BUY
 -
7.14K
New
$195K - $229K
7.14K $257K
May 08, 2023 Q1 2023
Hc Advisors, LLC

BUY
 -
6.63K
+ 4.62%
$181K - $213K
150K $5.41M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.13K
+ 11.35%
$167K - $197K
60.2K $2.16M
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
4.92K
+ 2.91%
$134K - $158K
174K $6.26M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
4.45K
+ 6.74%
$121K - $143K
70.4K $2.53M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
4.22K
New
$115K - $136K
4.22K $152K
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
4.2K
+ 1.39%
$115K - $135K
306K $11M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.19K
New
$114K - $134K
4.19K $151K

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