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 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
122
+ 0.64%
$3.25K - $3.56K
19.3K $691K
Aug 14, 2023 Q2 2023
Mirador Capital Partners LP

BUY
 -
122
+ 1.4%
$3.25K - $3.56K
8.82K $316K
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
119
+ 0.19%
$3.17K - $3.47K
62.7K $2.24M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
113
+ 0.28%
$3.01K - $3.3K
40.4K $1.45M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
102
+ 0.51%
$2.71K - $2.97K
20K $715K
Jul 11, 2023 Q2 2023
180 Wealth Advisors, LLC

BUY
 -
78
+ 0.14%
$2.07K - $2.27K
57.7K $2.07M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
78
+ 0.62%
$2.07K - $2.27K
12.7K $453K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
67
+ 2.51%
$1.78K - $1.95K
2.73K $97.8K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
60
+ 0.1%
$1.6K - $1.75K
57.5K $2.06M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
56
+ 0.15%
$1.49K - $1.63K
36.3K $1.3M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
55
New
$1.46K - $1.6K
55 $1.97K
Jul 19, 2023 Q2 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
52
+ 0.52%
$1.38K - $1.52K
9.98K $357K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
42
+ 1.64%
$1.12K - $1.22K
2.61K $93.3K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
40
+ 0.36%
$1.06K - $1.17K
11.3K $403K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
39
+ 0.19%
$1.04K - $1.14K
20K $717K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
29
+ 0.1%
$771 - $846
30.2K $1.08M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
9
+ 0.03%
$239 - $262
31K $1.11M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
8
+ 0.71%
$213 - $233
1.14K $40.7K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
8
+ 0.03%
$213 - $233
25.2K $901K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
4
+ 0.03%
$106 - $117
15.6K $558K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
4
+ 0.44%
$106 - $117
909 $32.5K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
3
+ 0.01%
$79.8 - $87.5
58.1K $2.08M
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
2
+ 0.08%
$53.2 - $58.3
2.67K $95.5K
Jul 28, 2023 Q2 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
2
+ 0.0%
$53.2 - $58.3
58.6K $2.1M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.81%
$26.6 - $29.2
124 $4.44K
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
1
+ 0.0%
$26.6 - $29.2
26.4K $946K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.07%
$26.6 - $29.2
1.39K $49.8K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
0
New
$0 - $0
0 $0
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-11
- 0.04%
$293 - $321
27.6K $988K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

SELL
 -
-14
- 0.06%
$372 - $408
22.5K $806K
Jul 21, 2023 Q2 2023
John W. Brooker & Co., Cp As

SELL
 -
-16
- 0.21%
$426 - $467
7.74K $277K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-32
- 84.21%
$851 - $933
6 $215
Jul 27, 2023 Q2 2023
Adirondack Retirement Specialists, Inc.

SELL
 -
-32
- 0.99%
$851 - $933
3.2K $115K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-74
- 0.35%
$1.97K - $2.16K
21K $753K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-76
- 0.67%
$2.02K - $2.22K
11.3K $404K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-85
- 43.81%
$2.26K - $2.48K
109 $3.9K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-100
- 2.21%
$2.66K - $2.92K
4.43K $158K
Aug 08, 2023 Q2 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-117
- 0.55%
$3.11K - $3.41K
21K $751K
Jul 26, 2023 Q2 2023
Janney Capital Management LLC

SELL
 -
-122
- 0.21%
$3.25K - $3.56K
59.2K $2.12M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-134
- 1.04%
$3.56K - $3.91K
12.8K $457K
Aug 14, 2023 Q2 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-155
- 1.81%
$4.12K - $4.52K
8.43K $302K
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

SELL
 -
-167
- 0.52%
$4.44K - $4.87K
31.7K $1.14M
Jul 31, 2023 Q2 2023
West Bancorporation Inc

SELL
 -
-250
- 0.36%
$6.65K - $7.29K
69.6K $2.49M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-257
- 2.45%
$6.84K - $7.49K
10.2K $366K
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

SELL
 -
-300
- 2.6%
$7.98K - $8.75K
11.3K $403K
Jul 31, 2023 Q2 2023
Brown Advisory Inc

SELL
 -
-312
- 1.87%
$8.3K - $9.1K
16.4K $586K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-344
- 0.91%
$9.15K - $10K
37.5K $1.34M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-353
- 3.01%
$9.39K - $10.3K
11.4K $408K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-355
- 11.54%
$9.44K - $10.4K
2.72K $97.4K

Track Institutional and Insider Activities on DES

Follow WISDOMTREE TR U.S. SMALLCAP DI and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DES shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Tr U.S. Smallcap Di insider buys or sells DES shares.

Notify only if

News

Receive news related to WISDOMTREE TR U.S. SMALLCAP DI

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DES