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 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
25New |
$782 - $838
|
25
$895
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21New |
$657 - $704
|
21
$752
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.17% |
$344 - $369
|
6.42K
$230K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.02% |
$344 - $369
|
58K
$2.07M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$219 - $235
|
7
$251
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$188 - $201
|
2.9K
$104K
|
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.02% |
$156 - $168
|
22K
$789K
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.04% |
$156 - $168
|
12.2K
$435K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$93.8 - $101
|
12.1K
$431K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.04% |
$93.8 - $101
|
7.97K
$285K
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$93.8 - $101
|
13.5K
$483K
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.84% |
$62.5 - $67
|
239
$8.56K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 0.82% |
$344 - $369
|
1.34K
$47.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13- 0.07% |
$407 - $436
|
19.4K
$695K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19- 0.07% |
$594 - $637
|
27.4K
$982K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-24- 0.35% |
$750 - $804
|
6.81K
$244K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-44- 0.34% |
$1.38K - $1.47K
|
12.8K
$456K
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-51- 0.17% |
$1.59K - $1.71K
|
30K
$1.07M
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 0.06% |
$1.63K - $1.74K
|
82K
$2.93M
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-70- 0.44% |
$2.19K - $2.35K
|
15.7K
$562K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-76Closed |
$2.38K - $2.55K
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-91Closed |
$2.85K - $3.05K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-99- 1.51% |
$3.1K - $3.32K
|
6.47K
$232K
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-112- 39.72% |
$3.5K - $3.75K
|
170
$6.09K
|
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-113- 1.47% |
$3.53K - $3.79K
|
7.56K
$271K
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-117- 0.76% |
$3.66K - $3.92K
|
15.2K
$545K
|
|
|
Jul 29, 2021
Q2 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-154- 1.21% |
$4.82K - $5.16K
|
12.6K
$450K
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 1.87% |
$7.82K - $8.38K
|
13.1K
$469K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-286- 5.94% |
$8.94K - $9.58K
|
4.53K
$162K
|
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-300- 1.62% |
$9.38K - $10.1K
|
18.2K
$652K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-313- 1.32% |
$9.79K - $10.5K
|
23.4K
$837K
|
|
|
Jul 28, 2021
Q2 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-316- 35.55% |
$9.88K - $10.6K
|
573
$20.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-331Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-399- 1.64% |
$12.5K - $13.4K
|
23.9K
$856K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-420- 23.14% |
$13.1K - $14.1K
|
1.4K
$49.9K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-435- 0.81% |
$13.6K - $14.6K
|
53.2K
$1.9M
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-450- 5.89% |
$14.1K - $15.1K
|
7.19K
$257K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-494- 29.94% |
$15.4K - $16.6K
|
1.16K
$41.4K
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-495Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-655- 6.83% |
$20.5K - $21.9K
|
8.94K
$320K
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-675- 2.36% |
$21.1K - $22.6K
|
27.9K
$999K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-682- 5.94% |
$21.3K - $22.9K
|
10.8K
$386K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-706Closed |
$22.1K - $23.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-744- 6.98% |
$23.3K - $24.9K
|
9.92K
$355K
|
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-763- 1.27% |
$23.9K - $25.6K
|
59.5K
$2.13M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-782- 10.36% |
$24.5K - $26.2K
|
6.76K
$242K
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-875- 2.03% |
$27.4K - $29.3K
|
42.2K
$1.51M
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-900Closed |
$28.1K - $30.2K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-915- 8.77% |
$28.6K - $30.7K
|
9.52K
$341K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-974- 85.97% |
$30.5K - $32.6K
|
159
$5.69K
|