Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4K+ 35.69% |
$109K - $129K
|
15.2K
$547K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.79K+ 3.22% |
$103K - $122K
|
121K
$4.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.63KNew |
$99K - $117K
|
3.63K
$130K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 0.31% |
$96.1K - $113K
|
1.13M
$40.8M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.45K+ 5.17% |
$94.3K - $111K
|
70.2K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.38K+ 5.61% |
$92.1K - $108K
|
63.5K
$2.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
3.23KNew |
$88.2K - $104K
|
3.23K
$116K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.12K+ 31.62% |
$85.1K - $100K
|
13K
$467K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.1K+ 2.87% |
$84.7K - $99.6K
|
111K
$4M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.86K+ 2.09% |
$78.1K - $91.9K
|
139K
$5.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.8K+ 6.54% |
$76.3K - $89.8K
|
45.6K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.78K+ 2.25% |
$75.9K - $89.3K
|
126K
$4.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.72KNew |
$74.3K - $87.4K
|
2.72K
$97.8K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.67K+ 9.71% |
$72.8K - $85.6K
|
30.1K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.64K+ 88.87% |
$72.1K - $84.9K
|
5.62K
$202K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.62K+ 4.36% |
$71.5K - $84.1K
|
62.7K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.45K+ 6.17% |
$66.8K - $78.6K
|
42.1K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.37K+ 65.37% |
$64.6K - $76.1K
|
5.99K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.11K+ 1.21% |
$57.7K - $67.9K
|
177K
$6.38M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.9K+ 1.12% |
$51.9K - $61K
|
172K
$6.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.83K+ 1.4% |
$50K - $58.9K
|
133K
$4.79M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.83K+ 21.12% |
$49.9K - $58.7K
|
10.5K
$377K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.76K+ 4.25% |
$48K - $56.5K
|
43.1K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.72K+ 1.2% |
$47K - $55.3K
|
146K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67K+ 4.62% |
$45.6K - $53.7K
|
37.8K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 4.99% |
$44.9K - $52.8K
|
34.6K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 18.3% |
$42.4K - $49.9K
|
10K
$361K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.41K+ 18.72% |
$38.6K - $45.4K
|
8.96K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 14.72% |
$37.2K - $43.8K
|
10.6K
$382K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.29KNew |
$35.1K - $41.4K
|
1.29K
$46.3K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29K+ 4.65% |
$35.1K - $41.3K
|
28.9K
$1.04M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27K+ 9.4% |
$34.7K - $40.8K
|
14.8K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.25K+ 14.56% |
$34.1K - $40.1K
|
9.82K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 3.92% |
$32.3K - $38K
|
31.3K
$1.13M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 3.82% |
$31.5K - $37K
|
31.3K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11K+ 21.27% |
$30.3K - $35.7K
|
6.33K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.09K+ 1.05% |
$29.7K - $35K
|
104K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 1.06% |
$27.9K - $32.9K
|
97.9K
$3.52M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 4.19% |
$27.6K - $32.5K
|
25.2K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1KNew |
$27.3K - $32.1K
|
1K
$36K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932New |
$25.4K - $29.9K
|
932
$33.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
869+ 3.1% |
$23.7K - $27.9K
|
28.9K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
854+ 0.29% |
$23.3K - $27.4K
|
294K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
849+ 6.23% |
$23.2K - $27.3K
|
14.5K
$521K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
680+ 0.8% |
$18.6K - $21.8K
|
85.4K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
678+ 68.42% |
$18.5K - $21.8K
|
1.67K
$60K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
662+ 2.85% |
$18.1K - $21.3K
|
23.9K
$860K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
600+ 23.86% |
$16.4K - $19.3K
|
3.12K
$112K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$16.4K - $19.3K
|
600
$21.6K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
490+ 26.27% |
$13.4K - $15.7K
|
2.36K
$84.7K
|