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 |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.97K+ 7.58% |
$124K - $133K
|
56.3K
$2.02M
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.96K+ 39.7% |
$124K - $133K
|
13.9K
$499K
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.82K+ 5.79% |
$119K - $128K
|
69.8K
$2.5M
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3.8KNew |
$119K - $127K
|
3.8K
$136K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.7KNew |
$116K - $124K
|
3.7K
$133K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.68K+ 5.11% |
$115K - $123K
|
75.5K
$2.7M
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.42K+ 34.25% |
$107K - $115K
|
13.4K
$480K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.41K+ 33.75% |
$107K - $114K
|
13.5K
$484K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.32K+ 19.85% |
$104K - $111K
|
20K
$718K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.24K+ 11.5% |
$101K - $109K
|
31.4K
$1.13M
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.08K+ 22.88% |
$96.4K - $103K
|
16.6K
$593K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
3.07K+ 0.23% |
$95.8K - $103K
|
1.31M
$47M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 8.51% |
$92.7K - $99.4K
|
37.8K
$1.35M
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.67KNew |
$83.5K - $89.5K
|
2.67K
$95.6K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65K+ 14.62% |
$82.7K - $88.7K
|
20.8K
$743K
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.54K+ 3.12% |
$79.6K - $85.2K
|
84.1K
$3.01M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 0.37% |
$77.2K - $82.7K
|
672K
$24.1M
|
|
Jul 09, 2021
Q2 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
2.4K+ 36.15% |
$74.9K - $80.3K
|
9.02K
$323K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
2.24K+ 2.01% |
$70K - $75.1K
|
114K
$4.07M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.05K+ 424.64% |
$64.1K - $68.7K
|
2.53K
$90.7K
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.01K+ 1.48% |
$62.7K - $67.2K
|
138K
$4.93M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 3.47% |
$56.9K - $61K
|
54.3K
$1.94M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.67K+ 1682.83% |
$52.1K - $55.8K
|
1.77K
$63.2K
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6K+ 117.29% |
$50.1K - $53.6K
|
2.97K
$106K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.56K+ 1.87% |
$48.7K - $52.1K
|
85K
$3.04M
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1.16KNew |
$36.3K - $38.9K
|
1.16K
$41.6K
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.12KNew |
$34.9K - $37.4K
|
1.12K
$39.9K
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.01K+ 3.54% |
$31.7K - $33.9K
|
29.6K
$1.06M
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
987New |
$30.9K - $33.1K
|
987
$35.3K
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
927+ 4.38% |
$29K - $31.1K
|
22.1K
$791K
|
|
Jul 27, 2021
Q2 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
847+ 3.92% |
$26.5K - $28.4K
|
22.5K
$804K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
813+ 1.14% |
$25.4K - $27.2K
|
72K
$2.58M
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
801+ 55.05% |
$25K - $26.8K
|
2.26K
$80.8K
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
BUY
|
- |
756+ 28.65% |
$23.6K - $25.3K
|
3.4K
$122K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
635New |
$19.9K - $21.3K
|
635
$22.7K
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
611+ 3.46% |
$19.1K - $20.5K
|
18.3K
$654K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
504New |
$15.8K - $16.9K
|
504
$18K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
483+ 7.44% |
$15.1K - $16.2K
|
6.98K
$250K
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
465+ 9.86% |
$14.5K - $15.6K
|
5.18K
$185K
|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
443+ 0.1% |
$13.9K - $14.8K
|
445K
$15.9M
|
|
Aug 04, 2021
Q2 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
400+ 0.73% |
$12.5K - $13.4K
|
55.1K
$1.97M
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
392+ 0.74% |
$12.3K - $13.1K
|
53.4K
$1.91M
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
350+ 4.65% |
$10.9K - $11.7K
|
7.87K
$282K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
222+ 1.79% |
$6.94K - $7.44K
|
12.6K
$452K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
154+ 1.81% |
$4.82K - $5.16K
|
8.67K
$310K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
150+ 1.47% |
$4.69K - $5.03K
|
10.4K
$371K
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
88+ 0.08% |
$2.75K - $2.95K
|
107K
$3.81M
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35+ 0.11% |
$1.09K - $1.17K
|
33.2K
$1.19M
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
26+ 0.07% |
$813 - $871
|
36.9K
$1.32M
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 0.33% |
$782 - $838
|
7.64K
$274K
|