Purchases and Sales Made in Q2 2024 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 2024. 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 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
286K+ 3213.49% |
$8.67M - $9.3M
|
295K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$4.16M - $4.46M
|
137K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
76.1K+ 159.83% |
$2.31M - $2.48M
|
124K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.2K+ 85.93% |
$1.8M - $1.93M
|
128K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59K+ 607.59% |
$1.79M - $1.92M
|
68.7K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.5KNew |
$1.78M - $1.9M
|
58.5K
$2.1M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
52.2KNew |
$1.58M - $1.7M
|
52.2K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.2K+ 103.23% |
$1.43M - $1.54M
|
92.9K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 9.9% |
$982K - $1.05M
|
359K
$12.9M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
30.5K+ 2.63% |
$925K - $991K
|
1.19M
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.7K+ 3.15% |
$688K - $738K
|
743K
$26.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.7KNew |
$627K - $672K
|
20.7K
$740K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 5.7% |
$556K - $597K
|
340K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
17.3K+ 3608.98% |
$524K - $562K
|
17.8K
$636K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 2.06% |
$407K - $436K
|
664K
$23.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
13.3K+ 5.01% |
$405K - $434K
|
280K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
BUY
|
- |
13.3K+ 7.86% |
$404K - $433K
|
183K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 4.15% |
$389K - $417K
|
321K
$11.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 18.93% |
$386K - $414K
|
80K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$350K - $375K
|
11.5K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11KNew |
$335K - $359K
|
11K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.2K+ 71.54% |
$311K - $333K
|
24.6K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.88K+ 17.36% |
$300K - $321K
|
66.8K
$2.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
9.76K+ 7.23% |
$296K - $317K
|
145K
$5.18M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
8.35K+ 36.56% |
$253K - $272K
|
31.2K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.04KNew |
$244K - $261K
|
8.04K
$288K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.2KNew |
$218K - $234K
|
7.2K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.9KNew |
$209K - $224K
|
6.9K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.51KNew |
$197K - $212K
|
6.51K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.2K+ 25.63% |
$188K - $202K
|
30.4K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.88K+ 3.61% |
$178K - $191K
|
169K
$6.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
5.44K+ 1.72% |
$165K - $177K
|
321K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.92K+ 1404.29% |
$149K - $160K
|
5.27K
$188K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.9K+ 14.64% |
$149K - $160K
|
38.4K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.04K+ 3.38% |
$123K - $131K
|
124K
$4.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3.51K+ 42.93% |
$106K - $114K
|
11.7K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.46K+ 3.39% |
$105K - $113K
|
106K
$3.78M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.44K+ 2.4% |
$104K - $112K
|
147K
$5.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.07K+ 767.25% |
$93.1K - $99.8K
|
3.47K
$124K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.88K+ 13.29% |
$87.4K - $93.7K
|
24.6K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 1.32% |
$87.3K - $93.6K
|
221K
$7.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.58K+ 1.35% |
$78.4K - $84.1K
|
194K
$6.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.53K+ 0.15% |
$76.7K - $82.2K
|
1.65M
$58.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49KNew |
$75.4K - $80.8K
|
2.49K
$89K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.4K+ 17.5% |
$72.7K - $77.9K
|
16.1K
$576K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.3K+ 7.39% |
$69.8K - $74.8K
|
33.4K
$1.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.24K+ 29.55% |
$68K - $72.9K
|
9.83K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.22K+ 92.84% |
$67.3K - $72.2K
|
4.61K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.21K+ 3.94% |
$67.1K - $72K
|
58.4K
$2.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.99KNew |
$60.2K - $64.6K
|
1.99K
$71.1K
|