Purchases and Sales Made in Q2 2020 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 Q2 2020. 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
Jul 21, 2020 Q2 2020
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
142K
New
$2.34M - $3.33M
142K $5.07M
Jul 29, 2020 Q2 2020
M&T Bank Corp

BUY
 -
140K
+ 15.37%
$2.32M - $3.31M
1.05M $37.7M
Aug 12, 2020 Q2 2020
Hc Advisors, LLC

BUY
 -
125K
New
$2.06M - $2.93M
125K $4.46M
Aug 14, 2020 Q2 2020
Private Portfolio Partners LLC

BUY
 -
86.1K
New
$1.42M - $2.03M
86.1K $3.08M
Aug 13, 2020 Q2 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
83.7K
+ 9.06%
$1.39M - $1.97M
1.01M $36.1M
Aug 07, 2020 Q2 2020
Truepoint, Inc.

BUY
 -
80K
New
$1.32M - $1.88M
80K $2.86M
Mar 10, 2021 Q2 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
63.1K
New
$1.04M - $1.49M
63.1K $2.26M
Jul 22, 2020 Q2 2020
Brightworth

BUY
 -
60.4K
+ 239.21%
$999K - $1.42M
85.6K $3.07M
Aug 14, 2020 Q2 2020
Destination Wealth Management

BUY
 -
56.2K
+ 16.64%
$929K - $1.32M
394K $14.1M
Jul 23, 2020 Q2 2020
Creative Planning

Overland Park, KS
BUY
 -
52.2K
+ 3.44%
$864K - $1.23M
1.57M $56.2M
Jul 24, 2020 Q2 2020
Jnba Financial Advisors

BUY
 -
35K
+ 24.68%
$579K - $823K
177K $6.33M
Aug 07, 2020 Q2 2020
Key F Inancial Inc

BUY
 -
34.2K
+ 95.81%
$566K - $806K
70K $2.51M
Jul 23, 2020 Q2 2020
Janney Montgomery Scott LLC

BUY
 -
32K
+ 11.89%
$529K - $753K
301K $10.8M
Jul 30, 2020 Q2 2020
Park Avenue Securities LLC

BUY
 -
26.9K
New
$444K - $633K
26.9K $962K
May 10, 2021 Q2 2020
Vaughan & CO Securities, Inc.

BUY
 -
25.6K
+ 5.07%
$424K - $603K
531K $19M
Aug 13, 2020 Q2 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
25.5K
+ 37.31%
$421K - $599K
93.7K $3.35M
Sep 11, 2020 Q2 2020
Fin Trust Capital Advisors, LLC

BUY
 -
24.9K
New
$411K - $586K
24.9K $891K
Jul 01, 2020 Q2 2020
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
23.7K
+ 5.95%
$391K - $557K
421K $15.1M
Feb 11, 2021 Q2 2020
Iag Wealth Partners, LLC

BUY
 -
23.3K
+ 80.74%
$386K - $549K
52.2K $1.87M
Jul 16, 2020 Q2 2020
Walter & Keenan Wealth Management LLC

BUY
 -
22.4K
New
$370K - $527K
22.4K $802K
Nov 30, 2020 Q2 2020
Platform Technology Partners

BUY
 -
18.9K
+ 86.06%
$312K - $444K
40.8K $1.46M
Aug 14, 2020 Q2 2020
Flow Traders U.S. LLC

New York, NY
BUY
 -
18.8K
New
$311K - $442K
18.8K $673K
Aug 10, 2020 Q2 2020
Keybank National Association

BUY
 -
17.7K
+ 4.71%
$292K - $416K
393K $14.1M
Aug 07, 2020 Q2 2020
J.W. Cole Advisors, Inc.

BUY
 -
17.3K
New
$286K - $406K
17.3K $618K
Oct 22, 2020 Q2 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
17.1K
+ 5.25%
$283K - $403K
344K $12.3M
Aug 07, 2020 Q2 2020
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
15.6K
New
$258K - $367K
15.6K $559K
Aug 13, 2020 Q2 2020
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
13.7K
New
$227K - $324K
13.7K $492K
Jul 31, 2020 Q2 2020
Xml Financial, LLC

BUY
 -
12.6K
+ 26.28%
$209K - $298K
60.7K $2.17M
May 24, 2021 Q2 2020
Financial Planning & Information Services, Inc.

BUY
 -
11.9K
+ 10.64%
$196K - $279K
123K $4.42M
Aug 11, 2020 Q2 2020
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
10.8K
+ 20.46%
$179K - $255K
63.8K $2.28M
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
9.8K
+ 13.6%
$162K - $231K
81.8K $2.93M
Aug 12, 2020 Q2 2020
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
9.15K
+ 11.93%
$151K - $215K
85.8K $3.07M
Aug 13, 2020 Q2 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.9K
+ 0.89%
$147K - $210K
1.01M $36.3M
Aug 12, 2020 Q2 2020
Brinker Capital Investments, LLC

BUY
 -
8.65K
+ 5.57%
$143K - $204K
164K $5.86M
Jul 20, 2020 Q2 2020
Family Legacy, Inc.

BUY
 -
8.19K
+ 18.74%
$135K - $193K
51.9K $1.86M
Aug 14, 2020 Q2 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
8.11K
+ 20.72%
$134K - $191K
47.2K $1.69M
Aug 12, 2020 Q2 2020
Commonwealth Equity Services, LLC

BUY
 -
7.87K
+ 1.28%
$130K - $185K
623K $22.3M
Aug 14, 2020 Q2 2020
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.72K
+ 72.99%
$128K - $182K
18.3K $655K
Aug 03, 2020 Q2 2020
Vicus Capital

State College, PA
BUY
 -
7.7K
+ 34.94%
$127K - $181K
29.7K $1.06M
Aug 10, 2020 Q2 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.64K
+ 6.01%
$126K - $180K
135K $4.83M
Jul 28, 2020 Q2 2020
Stratos Wealth Partners, Ltd.

BUY
 -
7.32K
+ 15.48%
$121K - $172K
54.6K $1.96M
Aug 14, 2020 Q2 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.56K
+ 2.05%
$109K - $155K
327K $11.7M
Aug 17, 2020 Q2 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
6.45K
+ 43.09%
$107K - $152K
21.4K $767K
Aug 14, 2020 Q2 2020
Alaska Permanent Capital Management

BUY
 -
6K
+ 13.58%
$99.2K - $141K
50.2K $1.8M
Aug 13, 2020 Q2 2020
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
5.7K
+ 436.4%
$94.2K - $134K
7K $251K
Jul 17, 2020 Q2 2020
First Command Financial Services, Inc.

BUY
 -
5.27K
+ 74.21%
$87.1K - $124K
12.4K $442K
Jul 17, 2020 Q2 2020
First Command Bank

BUY
 -
5.27K
+ 74.21%
$87.1K - $124K
12.4K $442K
Aug 12, 2020 Q2 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.14K
+ 49.38%
$85K - $121K
15.5K $557K
Jul 31, 2020 Q2 2020
Valmark Advisers, Inc.

BUY
 -
4.67K
+ 7.88%
$77.2K - $110K
63.9K $2.29M

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