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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-56- 0.78% |
$1.69K - $1.83K
|
7.17K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61- 0.43% |
$1.85K - $1.99K
|
14.1K
$507K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.75% |
$2.42K - $2.61K
|
10.6K
$380K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81- 98.78% |
$2.45K - $2.65K
|
1
$36
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-85- 0.48% |
$2.57K - $2.78K
|
17.5K
$628K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-94- 0.68% |
$2.84K - $3.07K
|
13.7K
$491K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 3.88% |
$3.21K - $3.46K
|
2.63K
$94.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-127- 0.6% |
$3.84K - $4.15K
|
20.9K
$751K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-130- 9.99% |
$3.93K - $4.25K
|
1.17K
$42.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-149- 0.32% |
$4.51K - $4.87K
|
46.4K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-171- 3.59% |
$5.17K - $5.59K
|
4.59K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-176- 0.08% |
$5.32K - $5.75K
|
218K
$7.86M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-192- 13.06% |
$5.81K - $6.27K
|
1.28K
$46K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-205- 2.07% |
$6.2K - $6.7K
|
9.7K
$349K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-210- 2.09% |
$6.35K - $6.86K
|
9.85K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-226- 2.61% |
$6.84K - $7.39K
|
8.44K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-226- 2.93% |
$6.84K - $7.39K
|
7.5K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-228- 2.89% |
$6.9K - $7.45K
|
7.67K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-235- 2.85% |
$7.11K - $7.68K
|
8.03K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-247- 0.84% |
$7.47K - $8.07K
|
29.3K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-249- 18.85% |
$7.53K - $8.14K
|
1.07K
$38.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-261- 10.79% |
$7.9K - $8.53K
|
2.16K
$77.7K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-272- 0.31% |
$8.23K - $8.89K
|
88.7K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-274- 0.49% |
$8.29K - $8.95K
|
55.5K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-289- 9.75% |
$8.74K - $9.44K
|
2.68K
$96.3K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-343- 2.65% |
$10.4K - $11.2K
|
12.6K
$454K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-370- 1.27% |
$11.2K - $12.1K
|
28.8K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-448- 0.75% |
$13.6K - $14.6K
|
59.3K
$2.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-454- 3.84% |
$13.7K - $14.8K
|
11.4K
$409K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-471- 23.73% |
$14.2K - $15.4K
|
1.51K
$54.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-507- 20.8% |
$15.3K - $16.6K
|
1.93K
$69.4K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-521- 3.71% |
$15.8K - $17K
|
13.5K
$486K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-526- 28.54% |
$15.9K - $17.2K
|
1.32K
$47.4K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-648- 2.14% |
$19.6K - $21.2K
|
29.6K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-661- 2.29% |
$20K - $21.6K
|
28.2K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-692- 2.87% |
$20.9K - $22.6K
|
23.5K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-800- 2.56% |
$24.2K - $26.1K
|
30.4K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-805- 5.73% |
$24.4K - $26.3K
|
13.3K
$477K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-892- 1.63% |
$27K - $29.2K
|
53.8K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-897- 2.91% |
$27.1K - $29.3K
|
29.9K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-946- 1.66% |
$28.6K - $30.9K
|
56.2K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-969- 42.71% |
$29.3K - $31.7K
|
1.3K
$46.8K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1K- 62.68% |
$30.3K - $32.7K
|
596
$21.4K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 0.13% |
$35.1K - $37.9K
|
907K
$32.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.23K- 8.34% |
$37.1K - $40.1K
|
13.5K
$485K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.31K- 4.92% |
$39.6K - $42.7K
|
25.3K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.4K- 12.59% |
$42.3K - $45.7K
|
9.7K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 39.84% |
$43.2K - $46.6K
|
2.16K
$77.5K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.43K- 0.22% |
$43.3K - $46.8K
|
637K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.46K- 21.96% |
$44K - $47.5K
|
5.17K
$186K
|