Purchases and Sales Made in Q3 2023 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 0.62% |
$584 - $644
|
3.41K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.11% |
$361 - $398
|
11.4K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.79% |
$250 - $276
|
1.15K
$41.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$222 - $245
|
8
$288
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6+ 0.04% |
$167 - $184
|
13.5K
$487K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.28% |
$167 - $184
|
2.16K
$77.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.22% |
$139 - $153
|
2.23K
$80.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$111 - $123
|
1.44K
$51.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4+ 0.03% |
$111 - $123
|
15.7K
$563K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.04% |
$83.4 - $91.9
|
7.74K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.01% |
$55.6 - $61.3
|
15.6K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.07% |
$27.8 - $30.7
|
1.39K
$50K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.81% |
$27.8 - $30.7
|
125
$4.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3- 50.0% |
$83.4 - $91.9
|
3
$108
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.85% |
$83.4 - $91.9
|
350
$12.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 0.59% |
$528 - $582
|
3.21K
$115K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-40- 0.21% |
$1.11K - $1.23K
|
19.3K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-46- 0.16% |
$1.28K - $1.41K
|
27.9K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-50- 2.72% |
$1.39K - $1.53K
|
1.79K
$64.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-90- 0.07% |
$2.5K - $2.76K
|
134K
$4.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-98- 0.83% |
$2.72K - $3K
|
11.7K
$422K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-119- 1.09% |
$3.31K - $3.65K
|
10.8K
$387K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-130- 1.2% |
$3.61K - $3.98K
|
10.7K
$387K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-148- 1.45% |
$4.11K - $4.54K
|
10.1K
$362K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 2.5% |
$4.17K - $4.6K
|
5.85K
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-154- 0.65% |
$4.28K - $4.72K
|
23.5K
$845K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 1.32% |
$5.56K - $6.13K
|
15K
$540K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-300- 0.62% |
$8.34K - $9.2K
|
48.4K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-329- 1.57% |
$9.14K - $10.1K
|
20.6K
$742K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-331- 1.91% |
$9.2K - $10.1K
|
17K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-333- 2.77% |
$9.25K - $10.2K
|
11.7K
$421K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-340- 3.66% |
$9.45K - $10.4K
|
8.94K
$322K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-366- 4.34% |
$10.2K - $11.2K
|
8.06K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-396- 43.56% |
$11K - $12.1K
|
513
$18.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-435- 1.2% |
$12.1K - $13.3K
|
35.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-445- 0.47% |
$12.4K - $13.6K
|
94.1K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-459- 6.07% |
$12.8K - $14.1K
|
7.1K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-500- 1.71% |
$13.9K - $15.3K
|
28.7K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-510- 3.38% |
$14.2K - $15.6K
|
14.6K
$524K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-517- 6.57% |
$14.4K - $15.8K
|
7.35K
$264K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-701- 3.09% |
$19.5K - $21.5K
|
22K
$791K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-725- 0.59% |
$20.1K - $22.2K
|
122K
$4.4M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-760- 6.7% |
$21.1K - $23.3K
|
10.6K
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-798- 30.62% |
$22.2K - $24.5K
|
1.81K
$65K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-827- 3.59% |
$23K - $25.3K
|
22.2K
$800K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-860- 8.13% |
$23.9K - $26.4K
|
9.71K
$349K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-865- 3.14% |
$24K - $26.5K
|
26.7K
$961K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-871- 3.67% |
$24.2K - $26.7K
|
22.9K
$823K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-890- 10.18% |
$24.7K - $27.3K
|
7.85K
$282K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-893- 53.51% |
$24.8K - $27.4K
|
776
$27.9K
|