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 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
40+ 0.44% |
$1.21K - $1.3K
|
9.12K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 35.78% |
$1.18K - $1.27K
|
148
$5.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
33+ 0.16% |
$1K - $1.07K
|
20.1K
$721K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33+ 0.48% |
$1K - $1.07K
|
6.93K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.06% |
$971 - $1.04K
|
55.6K
$1.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17New |
$516 - $553
|
17
$609
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 0.73% |
$425 - $455
|
1.94K
$69.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 0.68% |
$303 - $325
|
1.48K
$52.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 0.84% |
$303 - $325
|
1.2K
$42.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$273 - $293
|
13.3K
$477K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$243 - $260
|
8
$286
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.07% |
$212 - $228
|
10.7K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.31% |
$121 - $130
|
1.3K
$46.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.37% |
$121 - $130
|
1.08K
$38.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.04% |
$91 - $97.6
|
7.23K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3+ 0.01% |
$91 - $97.6
|
59.3K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.91% |
$60.7 - $65.1
|
222
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 2.38% |
$30.3 - $32.5
|
43
$1.54K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$30.3 - $32.5
|
128
$4.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$30.3 - $32.5
|
6.7K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1Closed |
$30.3 - $32.5
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3Closed |
$91 - $97.6
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12- 0.17% |
$364 - $390
|
7.15K
$256K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 0.11% |
$425 - $455
|
13.2K
$471K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17- 0.06% |
$516 - $553
|
29.6K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 0.37% |
$1.06K - $1.14K
|
9.41K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 6.21% |
$1.12K - $1.2K
|
559
$20K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-60- 0.48% |
$1.82K - $1.95K
|
12.6K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 0.56% |
$1.88K - $2.02K
|
11K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-64- 0.66% |
$1.94K - $2.08K
|
9.64K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-70- 0.91% |
$2.12K - $2.28K
|
7.6K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-71- 2.75% |
$2.15K - $2.31K
|
2.51K
$89.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-95- 1.18% |
$2.88K - $3.09K
|
7.93K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-113- 0.84% |
$3.43K - $3.68K
|
13.4K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-122- 0.23% |
$3.7K - $3.97K
|
53.6K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-128- 0.91% |
$3.88K - $4.16K
|
14K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-140- 1.33% |
$4.25K - $4.55K
|
10.4K
$373K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-143- 0.82% |
$4.34K - $4.65K
|
17.3K
$620K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-182- 1.56% |
$5.52K - $5.92K
|
11.5K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-189- 2.34% |
$5.73K - $6.15K
|
7.87K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-199- 1.37% |
$6.04K - $6.47K
|
14.4K
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-200- 1.38% |
$6.07K - $6.51K
|
14.3K
$510K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 15.38% |
$6.07K - $6.51K
|
1.1K
$39.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-203- 0.39% |
$6.16K - $6.6K
|
52.1K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-228- 1.31% |
$6.92K - $7.42K
|
17.1K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-248- 18.83% |
$7.52K - $8.07K
|
1.07K
$38.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-249- 2.57% |
$7.55K - $8.1K
|
9.45K
$338K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-265- 3.71% |
$8.04K - $8.62K
|
6.87K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-326- 6.59% |
$9.89K - $10.6K
|
4.62K
$165K
|