Purchases and Sales Made in Q2 2023 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q2 2023. 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 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.83K
+ 3.15%
$102K - $112K
125K $4.48M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.78K
+ 18.9%
$100K - $110K
23.8K $850K
Jul 17, 2023 Q2 2023
Moller Financial Services

BUY
 -
3.75K
+ 52.46%
$99.6K - $109K
10.9K $390K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.38K
+ 26.01%
$89.8K - $98.4K
16.4K $585K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
3.15K
+ 1.81%
$83.8K - $91.9K
177K $6.35M
Jul 14, 2023 Q2 2023
Alhambra Investment Partners LLC

BUY
 -
3.07K
+ 4.89%
$81.7K - $89.6K
65.8K $2.36M
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
2.49K
+ 28.07%
$66.2K - $72.6K
11.4K $406K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.4K
+ 2.16%
$63.9K - $70K
114K $4.07M
Jul 27, 2023 Q2 2023
Melone Private Wealth, LLC

BUY
 -
2.39K
+ 1.8%
$63.6K - $69.7K
135K $4.85M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.29K
+ 7.7%
$60.9K - $66.8K
32K $1.15M
Jul 11, 2023 Q2 2023
New Hampshire Trust

Concord, NH
BUY
 -
1.87K
+ 15.69%
$49.6K - $54.4K
13.8K $492K
Jul 11, 2023 Q2 2023
Buckingham Capital Management, Inc.

BUY
 -
1.84K
+ 1.26%
$48.9K - $53.6K
148K $5.28M
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.77K
+ 1.62%
$47.1K - $51.6K
111K $3.97M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.61K
+ 19.45%
$42.9K - $47K
9.9K $355K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.38K
+ 11.13%
$36.7K - $40.2K
13.8K $493K
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.32K
+ 12.3%
$35.1K - $38.4K
12K $431K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.2K
+ 32.94%
$31.8K - $34.8K
4.82K $173K
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
1.13K
+ 3.67%
$30.1K - $33K
32K $1.15M
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
1.03K
+ 3.56%
$27.4K - $30K
30K $1.07M
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
1K
+ 10.21%
$26.6K - $29.2K
10.8K $386K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
966
+ 832.76%
$25.7K - $28.2K
1.08K $38.7K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
952
+ 2.28%
$25.3K - $27.8K
42.8K $1.53M
Jul 24, 2023 Q2 2023
Nbt Bank N A

BUY
 -
851
+ 3.56%
$22.6K - $24.8K
24.7K $886K
Jul 21, 2023 Q2 2023
Plimoth Trust CO LLC

BUY
 -
850
+ 5.97%
$22.6K - $24.8K
15.1K $540K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
816
+ 3.01%
$21.7K - $23.8K
27.9K $1M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
812
+ 0.95%
$21.6K - $23.7K
86.4K $3.09M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
806
+ 12.72%
$21.4K - $23.5K
7.14K $256K
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
664
+ 5.16%
$17.7K - $19.4K
13.5K $485K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
641
+ 4.27%
$17.1K - $18.7K
15.6K $560K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
577
+ 2.49%
$15.3K - $16.8K
23.8K $850K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
550
+ 21.49%
$14.6K - $16K
3.11K $111K
Jul 20, 2023 Q2 2023
F&V Capital Management, LLC

BUY
 -
530
+ 1.5%
$14.1K - $15.5K
36K $1.29M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
507
+ 3.7%
$13.5K - $14.8K
14.2K $509K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
436
New
$11.6K - $12.7K
436 $15.6K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
400
+ 1.39%
$10.6K - $11.7K
29.2K $1.05M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
400
+ 4.46%
$10.6K - $11.7K
9.36K $335K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
382
+ 6.8%
$10.2K - $11.1K
6K $215K
Oct 28, 2024 Q2 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
369
+ 0.8%
$9.82K - $10.8K
46.5K $1.66M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
366
+ 0.26%
$9.74K - $10.7K
140K $5.01M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
350
+ 1.83%
$9.31K - $10.2K
19.5K $697K
Oct 04, 2023 Q2 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
342
+ 0.49%
$9.1K - $9.97K
70.6K $2.53M
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
314
+ 1.0%
$8.35K - $9.16K
31.8K $1.14M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
310
+ 2.34%
$8.25K - $9.04K
13.6K $486K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
301
+ 12.78%
$8.01K - $8.78K
2.66K $95.1K
Jul 27, 2023 Q2 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
256
+ 0.1%
$6.81K - $7.46K
249K $8.93M
Jul 12, 2023 Q2 2023
Colorado Capital Management, Inc.

BUY
 -
146
+ 1.47%
$3.88K - $4.26K
10.1K $361K
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
126
+ 0.8%
$3.35K - $3.67K
15.9K $568K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
122
+ 0.52%
$3.25K - $3.56K
23.6K $846K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
122
+ 5.23%
$3.25K - $3.56K
2.46K $87.9K

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