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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2020
Q2 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.82KClosed |
$63.2K - $89.9K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-3.83KClosed |
$63.3K - $90K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Financial Counselors Inc
|
SELL
|
- |
-3.91K- 3.44% |
$64.7K - $92.1K
|
110K
$3.77M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.08KClosed |
$67.4K - $95.9K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.18K- 1.47% |
$69.1K - $98.3K
|
280K
$9.63M
|
|
|
Jul 31, 2020
Q2 2020
|
West Bancorporation Inc
|
SELL
|
- |
-4.41K- 10.87% |
$73K - $104K
|
36.2K
$1.24M
|
|
|
Jul 17, 2020
Q2 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-4.56K- 23.35% |
$75.4K - $107K
|
15K
$514K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.73K- 16.8% |
$78.2K - $111K
|
23.4K
$806K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.92K- 23.14% |
$81.4K - $116K
|
16.3K
$562K
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.1KClosed |
$84.4K - $120K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-5.28KClosed |
$87.3K - $124K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.86K- 61.79% |
$96.9K - $138K
|
3.62K
$125K
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6K- 8.25% |
$99.3K - $141K
|
66.7K
$2.3M
|
|
|
Jul 20, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-6.18K- 50.0% |
$102K - $145K
|
6.18K
$213K
|
|
|
Jul 20, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-6.18K- 50.0% |
$102K - $145K
|
6.18K
$213K
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.54KClosed |
$108K - $154K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.6K- 5.44% |
$109K - $155K
|
115K
$3.95M
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.07K- 76.55% |
$117K - $166K
|
2.17K
$74.5K
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.12K- 23.45% |
$118K - $168K
|
23.2K
$799K
|
|
|
Jul 09, 2020
Q2 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.29K- 21.74% |
$121K - $172K
|
26.3K
$903K
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.67K- 3.58% |
$127K - $181K
|
207K
$7.11M
|
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
SELL
|
- |
-7.73K- 37.29% |
$128K - $182K
|
13K
$447K
|
|
|
Jul 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.93K- 5.37% |
$131K - $187K
|
140K
$4.81M
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.94K- 28.22% |
$131K - $187K
|
20.2K
$694K
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.05K- 15.82% |
$133K - $189K
|
42.8K
$1.47M
|
|
|
Apr 19, 2024
Q2 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.1K- 27.89% |
$134K - $191K
|
20.9K
$720K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.2K- 29.74% |
$136K - $193K
|
19.4K
$666K
|
|
|
Aug 11, 2020
Q2 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-8.43K- 8.45% |
$139K - $198K
|
91.3K
$3.14M
|
|
|
Aug 13, 2020
Q2 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.72KClosed |
$144K - $205K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.78K- 4.94% |
$145K - $207K
|
169K
$5.82M
|
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.92KClosed |
$148K - $210K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Simmons Bank
|
SELL
|
- |
-9.21K- 42.5% |
$152K - $217K
|
12.5K
$428K
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-9.62K- 9.22% |
$159K - $226K
|
94.8K
$3.26M
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.4KClosed |
$173K - $246K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$175K - $250K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6KClosed |
$176K - $250K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-11KClosed |
$182K - $259K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-11.7K- 11.53% |
$194K - $277K
|
90.2K
$3.1M
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.3K- 4.49% |
$203K - $289K
|
261K
$8.98M
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-12.9K- 50.14% |
$214K - $304K
|
12.9K
$442K
|
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-13.2K- 96.34% |
$218K - $310K
|
500
$17.2K
|
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.9KClosed |
$246K - $351K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-15.3K- 33.09% |
$253K - $360K
|
30.9K
$1.06M
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
$284K - $404K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-17.4K- 26.69% |
$288K - $410K
|
47.8K
$1.64M
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.4K- 32.35% |
$288K - $410K
|
36.5K
$1.25M
|
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6KClosed |
$325K - $462K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.8K- 33.21% |
$344K - $490K
|
41.9K
$1.44M
|
|
|
Jul 14, 2020
Q2 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-21.2K- 13.6% |
$350K - $499K
|
135K
$4.63M
|
|
|
Jul 20, 2020
Q2 2020
|
Moller Financial Services
|
SELL
|
- |
-21.4K- 67.11% |
$355K - $505K
|
10.5K
$361K
|