Purchases and Sales Made in Q2 2020 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 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2020
Q2 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.65K+ 9.77% |
$76.9K - $109K
|
52.3K
$1.87M
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
BUY
|
- |
3.88K+ 3.14% |
$64.1K - $91.3K
|
127K
$4.56M
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
3.35K+ 2766.94% |
$55.4K - $78.8K
|
3.47K
$124K
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.09K+ 50.47% |
$51.2K - $72.8K
|
9.22K
$330K
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.69K+ 177.62% |
$44.5K - $63.3K
|
4.21K
$151K
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.63K+ 14.1% |
$43.4K - $61.8K
|
21.2K
$761K
|
|
Jul 28, 2020
Q2 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.31K+ 2.37% |
$38.2K - $54.3K
|
99.5K
$3.56M
|
|
Aug 14, 2020
Q2 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.25KNew |
$37.2K - $53K
|
2.25K
$80.6K
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 11.82% |
$35.2K - $50.1K
|
20.1K
$721K
|
|
Aug 11, 2020
Q2 2020
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.87K+ 8.97% |
$31K - $44.1K
|
22.8K
$815K
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
1.77K+ 2.47% |
$29.3K - $41.6K
|
73.5K
$2.63M
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.57K+ 101.42% |
$25.9K - $36.9K
|
3.11K
$111K
|
|
Aug 10, 2020
Q2 2020
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.56K+ 8.2% |
$25.9K - $36.8K
|
20.6K
$738K
|
|
Aug 10, 2020
Q2 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 8.21% |
$23.3K - $33.2K
|
18.6K
$665K
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
BUY
|
- |
1.1KNew |
$18.1K - $25.8K
|
1.1K
$39.2K
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
982+ 39.37% |
$16.2K - $23.1K
|
3.48K
$124K
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
712+ 0.72% |
$11.8K - $16.8K
|
99.6K
$3.57M
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
698+ 3.15% |
$11.5K - $16.4K
|
22.8K
$817K
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
681+ 12.12% |
$11.3K - $16K
|
6.3K
$225K
|
|
Jul 14, 2020
Q2 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
582New |
$9.63K - $13.7K
|
582
$20.8K
|
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
541+ 0.74% |
$8.95K - $12.7K
|
73.9K
$2.64M
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
518+ 7.61% |
$8.57K - $12.2K
|
7.33K
$262K
|
|
Jul 13, 2020
Q2 2020
|
Simplex Trading, LLC
|
BUY
|
- |
315New |
$5.21K - $7.42K
|
315
$11.3K
|
|
Jul 20, 2020
Q2 2020
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
281+ 1.36% |
$4.65K - $6.61K
|
20.9K
$749K
|
|
Jul 10, 2020
Q2 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
176+ 3.53% |
$2.91K - $4.14K
|
5.17K
$185K
|
|
Jul 20, 2020
Q2 2020
|
Marino, Stram & Associates LLC
|
BUY
|
- |
124+ 0.67% |
$2.05K - $2.92K
|
18.5K
$664K
|
|
Jul 21, 2020
Q2 2020
|
Spinnaker Trust
|
BUY
|
- |
89+ 0.08% |
$1.47K - $2.1K
|
108K
$3.88M
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
49New |
$810 - $1.15K
|
49
$1.75K
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
47+ 0.38% |
$777 - $1.11K
|
12.4K
$445K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35+ 0.13% |
$579 - $824
|
28K
$1M
|
|
Aug 04, 2020
Q2 2020
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
30+ 0.11% |
$496 - $706
|
28.6K
$1.02M
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25New |
$414 - $589
|
25
$895
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 0.22% |
$281 - $400
|
7.72K
$277K
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.08% |
$232 - $330
|
18.1K
$649K
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.87% |
$33.1 - $47.1
|
233
$8.34K
|
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4Closed |
$66.2 - $94.2
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-29- 0.02% |
$480 - $683
|
171K
$6.14M
|
|
Aug 07, 2020
Q2 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-33- 0.1% |
$546 - $777
|
33.1K
$1.18M
|
|
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-82- 1.04% |
$1.36K - $1.93K
|
7.84K
$281K
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-91- 1.25% |
$1.51K - $2.14K
|
7.19K
$258K
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91Closed |
$1.51K - $2.14K
|
0
$0
|
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 5.27% |
$1.57K - $2.24K
|
1.71K
$61.1K
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-111Closed |
$1.84K - $2.61K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-114Closed |
$1.89K - $2.68K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-133Closed |
$2.2K - $3.13K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-143Closed |
$2.37K - $3.37K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-147Closed |
$2.43K - $3.46K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-159Closed |
$2.63K - $3.74K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-170- 1.43% |
$2.81K - $4K
|
11.7K
$419K
|
|
Jul 21, 2020
Q2 2020
|
Bcs Wealth Management
|
SELL
|
- |
-179- 0.13% |
$2.96K - $4.21K
|
135K
$4.84M
|