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 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-216- 5.97% |
$3.57K - $5.08K
|
3.41K
$122K
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-221Closed |
$3.66K - $5.2K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-242- 2.14% |
$4K - $5.7K
|
11.1K
$397K
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-327Closed |
$5.41K - $7.7K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
SELL
|
- |
-333- 1.02% |
$5.51K - $7.84K
|
32.2K
$1.15M
|
|
Jul 20, 2020
Q2 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-370- 2.35% |
$6.12K - $8.71K
|
15.4K
$551K
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-409- 1.6% |
$6.76K - $9.63K
|
25.1K
$900K
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-491- 4.75% |
$8.12K - $11.6K
|
9.85K
$353K
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-536- 3.63% |
$8.87K - $12.6K
|
14.2K
$509K
|
|
Jan 13, 2023
Q2 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-580- 5.15% |
$9.59K - $13.7K
|
10.7K
$382K
|
|
Jul 30, 2020
Q2 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-584- 3.22% |
$9.66K - $13.7K
|
17.5K
$627K
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-681- 10.81% |
$11.3K - $16K
|
5.62K
$201K
|
|
Aug 14, 2020
Q2 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-719- 1.01% |
$11.9K - $16.9K
|
70.1K
$2.51M
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-750- 3.8% |
$12.4K - $17.7K
|
19K
$680K
|
|
Aug 03, 2020
Q2 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-800- 5.42% |
$13.2K - $18.8K
|
14K
$499K
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-811Closed |
$13.4K - $19.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-958- 3.64% |
$15.8K - $22.6K
|
25.4K
$908K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.08KClosed |
$17.9K - $25.4K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.22K- 57.98% |
$20.2K - $28.7K
|
884
$31.6K
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.27KClosed |
$20.9K - $29.8K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.32KClosed |
$21.8K - $31.1K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.32K- 10.85% |
$21.9K - $31.1K
|
10.9K
$389K
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.35K- 6.82% |
$22.3K - $31.8K
|
18.5K
$661K
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.45K- 20.88% |
$24K - $34.2K
|
5.5K
$197K
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.48K- 89.18% |
$24.4K - $34.7K
|
179
$6.41K
|
|
Jul 08, 2020
Q2 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.59K- 24.37% |
$26.3K - $37.4K
|
4.94K
$177K
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.64K- 3.59% |
$27.1K - $38.5K
|
44K
$1.57M
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.67KClosed |
$27.6K - $39.3K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.8K- 13.12% |
$29.8K - $42.4K
|
11.9K
$427K
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.87K- 15.15% |
$30.8K - $43.9K
|
10.4K
$374K
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.99K- 26.82% |
$32.9K - $46.8K
|
5.42K
$194K
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.02K- 4.57% |
$33.4K - $47.5K
|
42.1K
$1.51M
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.39K- 63.28% |
$39.4K - $56.1K
|
1.38K
$49.5K
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.4K- 11.65% |
$39.7K - $56.4K
|
18.2K
$651K
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.46K- 92.98% |
$40.8K - $58K
|
186
$6.66K
|
|
Aug 11, 2020
Q2 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.5KClosed |
$41.4K - $58.9K
|
0
$0
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.54KClosed |
$42.1K - $59.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.55KClosed |
$42.2K - $60K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-2.74K- 35.56% |
$45.3K - $64.5K
|
4.97K
$178K
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 24.77% |
$45.5K - $64.8K
|
8.35K
$299K
|
|
Aug 11, 2020
Q2 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.24K- 33.45% |
$53.6K - $76.2K
|
6.44K
$231K
|
|
Feb 24, 2021
Q2 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3.25K- 6.91% |
$53.7K - $76.5K
|
43.8K
$1.57M
|
|
Aug 14, 2020
Q2 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-3.28K- 33.95% |
$54.2K - $77.1K
|
6.37K
$228K
|
|
Jul 14, 2020
Q2 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.34K- 8.26% |
$55.3K - $78.7K
|
37.1K
$1.33M
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.35K- 96.51% |
$55.4K - $78.8K
|
121
$4.33K
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.39K- 2.9% |
$56.1K - $79.8K
|
113K
$4.06M
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.42K- 36.41% |
$56.5K - $80.4K
|
5.97K
$214K
|
|
Aug 12, 2020
Q2 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.58K- 13.15% |
$59.2K - $84.2K
|
23.6K
$846K
|
|
Aug 04, 2020
Q2 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.61K- 2.36% |
$59.7K - $84.9K
|
149K
$5.35M
|
|
Aug 04, 2020
Q2 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-3.66K- 6.3% |
$60.6K - $86.3K
|
54.5K
$1.95M
|