Purchases and Sales Made in Q2 2021 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 2021. 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 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.61MNew |
$50.4M - $54M
|
1.61M
$57.7M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.52MNew |
$47.6M - $51M
|
1.52M
$54.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 15.06% |
$5.1M - $5.46M
|
1.25M
$44.6M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
63.8K+ 16.92% |
$1.99M - $2.14M
|
441K
$15.8M
|
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
55.6KNew |
$1.74M - $1.86M
|
55.6K
$1.99M
|
|
|
Aug 09, 2021
Q2 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
52.2K+ 39.95% |
$1.63M - $1.75M
|
183K
$6.55M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42.1K+ 4.19% |
$1.32M - $1.41M
|
1.05M
$37.5M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
40.7KNew |
$1.27M - $1.36M
|
40.7K
$1.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.2K+ 4.49% |
$1.04M - $1.11M
|
773K
$27.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.1KNew |
$942K - $1.01M
|
30.1K
$1.08M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.5K+ 159.21% |
$796K - $853K
|
41.5K
$1.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22KNew |
$689K - $738K
|
22K
$789K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 6.66% |
$582K - $624K
|
298K
$10.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$567K - $608K
|
18.1K
$650K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.3K+ 47.93% |
$540K - $579K
|
53.3K
$1.91M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.3K+ 94.29% |
$480K - $514K
|
31.6K
$1.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2KNew |
$475K - $509K
|
15.2K
$544K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 7.6% |
$442K - $473K
|
200K
$7.16M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.9K+ 14.34% |
$403K - $431K
|
103K
$3.68M
|
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
12.7KNew |
$397K - $425K
|
12.7K
$454K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 46.47% |
$363K - $389K
|
36.6K
$1.31M
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
11.5K+ 16.13% |
$360K - $386K
|
82.9K
$2.97M
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
10.4K+ 2.39% |
$326K - $349K
|
446K
$16M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 107.94% |
$321K - $344K
|
19.8K
$708K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.46K+ 10.79% |
$296K - $317K
|
97.2K
$3.48M
|
|
|
Jul 29, 2021
Q2 2021
|
Brightworth
|
BUY
|
- |
8.83K+ 5.65% |
$276K - $296K
|
165K
$5.91M
|
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.52KNew |
$266K - $286K
|
8.52K
$305K
|
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
8.04KNew |
$251K - $269K
|
8.04K
$288K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8K+ 36.21% |
$250K - $268K
|
30.1K
$1.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
7.87K+ 41.81% |
$246K - $264K
|
26.7K
$956K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.78K+ 2.1% |
$243K - $261K
|
378K
$13.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.7KNew |
$241K - $258K
|
7.7K
$276K
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.69K+ 1.45% |
$240K - $258K
|
539K
$19.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.5KNew |
$235K - $251K
|
7.5K
$269K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
7.37K+ 401.47% |
$230K - $247K
|
9.21K
$330K
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
7.17K+ 1.95% |
$224K - $240K
|
374K
$13.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.87K+ 67.3% |
$215K - $230K
|
17.1K
$611K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.61K+ 6.07% |
$207K - $221K
|
115K
$4.13M
|
|
|
May 31, 2023
Q2 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.39KNew |
$200K - $214K
|
6.39K
$229K
|
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.19K+ 52.85% |
$194K - $207K
|
17.9K
$641K
|
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.15K+ 22.41% |
$192K - $206K
|
33.6K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.93K+ 8.73% |
$185K - $199K
|
73.9K
$2.65M
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
5.78K+ 45.99% |
$181K - $194K
|
18.3K
$657K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.52K+ 16.32% |
$173K - $185K
|
39.3K
$1.41M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.5K+ 5.96% |
$172K - $184K
|
97.7K
$3.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.9K+ 14.8% |
$153K - $164K
|
38K
$1.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.65KNew |
$145K - $156K
|
4.65K
$166K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.38K+ 3.68% |
$137K - $147K
|
123K
$4.42M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.38K+ 3.68% |
$137K - $147K
|
123K
$4.42M
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4.09K+ 27.35% |
$128K - $137K
|
19.1K
$682K
|