Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
477K+ 25.3% |
$14.4M - $15.6M
|
2.36M
$85M
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
266KNew |
$8.06M - $8.71M
|
266K
$9.58M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 616.31% |
$7.01M - $7.57M
|
269K
$9.68M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
165KNew |
$5M - $5.4M
|
165K
$5.94M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
127KNew |
$3.83M - $4.14M
|
127K
$4.56M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.6K+ 4.1% |
$2.65M - $2.86M
|
2.22M
$79.9M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.6K+ 4.1% |
$2.65M - $2.86M
|
2.22M
$79.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87KNew |
$2.63M - $2.84M
|
87K
$3.13M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
85.6K+ 7.98% |
$2.59M - $2.8M
|
1.16M
$41.7M
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
84.5K+ 49.73% |
$2.55M - $2.76M
|
254K
$9.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.5K+ 140.95% |
$2.13M - $2.3M
|
120K
$4.33M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.7KNew |
$1.87M - $2.02M
|
61.7K
$2.22M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.9K+ 8.67% |
$1.57M - $1.7M
|
651K
$23.4M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.9K+ 6.03% |
$1.48M - $1.6M
|
859K
$30.9M
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
47.3K+ 148.98% |
$1.43M - $1.54M
|
79K
$2.84M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.7KNew |
$1.38M - $1.49M
|
45.7K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
43.8K+ 2.32% |
$1.32M - $1.43M
|
1.93M
$69.4M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.4K+ 4.54% |
$1.19M - $1.29M
|
907K
$32.6M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
33.5KNew |
$1.01M - $1.09M
|
33.5K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.5K+ 11.02% |
$982K - $1.06M
|
327K
$11.8M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.7K+ 125.48% |
$958K - $1.04M
|
56.9K
$2.05M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.7K+ 79.18% |
$899K - $972K
|
67.3K
$2.42M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.4K+ 1.2% |
$798K - $862K
|
2.22M
$79.9M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
24.6K+ 7.49% |
$745K - $805K
|
353K
$12.7M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
22.8K+ 15.41% |
$689K - $745K
|
171K
$6.14M
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
20.4KNew |
$617K - $666K
|
20.4K
$733K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
17.7K+ 7.13% |
$536K - $580K
|
267K
$9.59M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.6K+ 85.81% |
$471K - $509K
|
33.7K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.8KNew |
$447K - $483K
|
14.8K
$531K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$442K - $477K
|
14.6K
$525K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6KNew |
$440K - $476K
|
14.6K
$523K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$433K - $468K
|
14.3K
$515K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$421K - $454K
|
13.9K
$500K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$399K - $431K
|
13.2K
$474K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13.2K+ 119.6% |
$398K - $430K
|
24.2K
$870K
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.1K+ 8.07% |
$397K - $429K
|
176K
$6.32M
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.1KNew |
$395K - $427K
|
13.1K
$470K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13.1K+ 14.66% |
$395K - $427K
|
102K
$3.67M
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
12.8K+ 8.19% |
$388K - $419K
|
169K
$6.09M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7K+ 11.87% |
$384K - $415K
|
120K
$4.3M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 50.65% |
$352K - $380K
|
34.6K
$1.25M
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
11.4K+ 9.27% |
$346K - $374K
|
135K
$4.85M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 46.6% |
$336K - $363K
|
34.9K
$1.26M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.96K+ 7.83% |
$301K - $326K
|
137K
$4.93M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.76K+ 24.05% |
$295K - $319K
|
50.3K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.71KNew |
$294K - $317K
|
9.71K
$349K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.08KNew |
$275K - $297K
|
9.08K
$326K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.03K+ 15.1% |
$273K - $295K
|
68.9K
$2.48M
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.95KNew |
$271K - $292K
|
8.95K
$322K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.89KNew |
$269K - $291K
|
8.89K
$320K
|