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 22, 2020
Q2 2020
|
Nbt Bank N A
|
SELL
|
- |
-22.2K- 36.59% |
$367K - $522K
|
38.4K
$1.38M
|
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.6K- 28.41% |
$373K - $531K
|
56.9K
$2.05M
|
|
|
Jul 21, 2020
Q2 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23.2KClosed |
$384K - $547K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.3KClosed |
$385K - $548K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 7.2% |
$394K - $561K
|
307K
$11.1M
|
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-24.2KClosed |
$401K - $571K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.6K- 36.36% |
$406K - $578K
|
43K
$1.55M
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.5K- 68.15% |
$422K - $600K
|
11.9K
$429K
|
|
|
Aug 13, 2020
Q2 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-26.5K- 15.43% |
$438K - $624K
|
145K
$5.22M
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26.6KClosed |
$439K - $625K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Plimoth Trust CO LLC
|
SELL
|
- |
-28.9K- 61.96% |
$477K - $680K
|
17.7K
$637K
|
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.5K- 17.43% |
$488K - $695K
|
140K
$5.03M
|
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31.3KClosed |
$518K - $737K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Apexium Financial, LP
|
SELL
|
- |
-31.9KClosed |
$527K - $751K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.8K- 50.25% |
$558K - $795K
|
33.4K
$1.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-36.8K- 73.51% |
$609K - $867K
|
13.3K
$477K
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.9K- 18.22% |
$825K - $1.17M
|
224K
$8.05M
|
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-64.8KClosed |
$1.07M - $1.53M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-69.9K- 38.83% |
$1.16M - $1.65M
|
110K
$3.96M
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-85.5K- 9.2% |
$1.41M - $2.01M
|
843K
$30.3M
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-88.7K- 39.39% |
$1.47M - $2.09M
|
137K
$4.91M
|
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-93.1K- 59.56% |
$1.54M - $2.19M
|
63.2K
$2.27M
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-93.6K- 14.67% |
$1.55M - $2.2M
|
544K
$19.6M
|
|
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-121K- 75.13% |
$2.01M - $2.86M
|
40.1K
$1.44M
|
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-138K- 37.12% |
$2.28M - $3.24M
|
233K
$8.38M
|
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-141K- 90.56% |
$2.33M - $3.32M
|
14.7K
$529K
|
|
|
Aug 04, 2020
Q2 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-196K- 50.3% |
$3.25M - $4.62M
|
194K
$6.98M
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-198K- 26.91% |
$3.28M - $4.67M
|
538K
$19.4M
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-463K- 86.9% |
$7.66M - $10.9M
|
69.8K
$2.51M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
- |
-967K- 41.17% |
$16M - $22.8M
|
1.38M
$49.7M
|