Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
550K+ 33.42% |
$16.8M - $19.2M
|
2.2M
$78.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
255K+ 115.25% |
$7.81M - $8.91M
|
476K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 30.81% |
$3.21M - $3.66M
|
445K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
83.1K+ 273.36% |
$2.54M - $2.9M
|
114K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.3K+ 46.35% |
$1.82M - $2.07M
|
187K
$6.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55.1K+ 35.4% |
$1.69M - $1.92M
|
211K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5K+ 2.16% |
$1.45M - $1.66M
|
2.24M
$80.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.9K+ 10.26% |
$1.41M - $1.6M
|
493K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39.3K+ 6.24% |
$1.2M - $1.37M
|
669K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.1KNew |
$953K - $1.09M
|
31.1K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26.8K+ 5.16% |
$819K - $934K
|
545K
$19.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22KNew |
$672K - $767K
|
22K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 2.52% |
$574K - $655K
|
762K
$27.3M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
18.6K+ 1.56% |
$569K - $649K
|
1.21M
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.3K+ 5.1% |
$561K - $640K
|
378K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.8K+ 8.84% |
$544K - $621K
|
219K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4KNew |
$501K - $572K
|
16.4K
$586K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 10.79% |
$412K - $470K
|
138K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$408K - $466K
|
13.3K
$478K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
13.2KNew |
$403K - $460K
|
13.2K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 1.91% |
$389K - $444K
|
677K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 53.57% |
$365K - $416K
|
34.2K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11K+ 3.93% |
$337K - $385K
|
291K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 30.93% |
$336K - $383K
|
46.5K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.7KNew |
$326K - $372K
|
10.7K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.85K+ 4.39% |
$302K - $344K
|
234K
$8.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.82K+ 186.48% |
$301K - $343K
|
15.1K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.36K+ 429.89% |
$256K - $292K
|
10.3K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.59K+ 4.49% |
$202K - $230K
|
153K
$5.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19KNew |
$189K - $216K
|
6.19K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6.13KNew |
$188K - $214K
|
6.13K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.11K+ 28.44% |
$187K - $213K
|
27.6K
$988K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.93KNew |
$181K - $207K
|
5.93K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.91KNew |
$181K - $206K
|
5.91K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.61K+ 70.96% |
$172K - $196K
|
13.5K
$484K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.11K+ 16.8% |
$156K - $178K
|
35.5K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.65K+ 16.67% |
$142K - $162K
|
32.5K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.53K+ 18.43% |
$139K - $158K
|
29.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.47KNew |
$137K - $156K
|
4.47K
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.3K+ 2.35% |
$132K - $150K
|
187K
$6.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.13K+ 7.54% |
$126K - $144K
|
58.8K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.04K+ 26.25% |
$124K - $141K
|
19.4K
$695K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.28K+ 9.42% |
$100K - $115K
|
38.1K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.97K+ 1.53% |
$90.9K - $104K
|
197K
$7.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.9K+ 46.75% |
$88.7K - $101K
|
9.1K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.82K+ 39.39% |
$86.3K - $98.4K
|
9.97K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.72K+ 58.99% |
$83.4K - $95.1K
|
7.34K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.71K+ 8.11% |
$83K - $94.7K
|
36.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.67K+ 22.98% |
$81.8K - $93.3K
|
14.3K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.48K+ 34.39% |
$75.8K - $86.5K
|
9.68K
$346K
|