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 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.45K+ 9.16% |
$75K - $85.6K
|
29.2K
$1.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.36K+ 2.2% |
$72.2K - $82.4K
|
109K
$3.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.36K+ 20.19% |
$72.1K - $82.3K
|
14K
$502K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.06K+ 1.22% |
$62.9K - $71.8K
|
171K
$6.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.03K+ 4.8% |
$62.1K - $70.9K
|
44.3K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94K+ 97.73% |
$59.4K - $67.7K
|
3.93K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84K+ 3.54% |
$56.2K - $64.1K
|
53.7K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.78K+ 3.49% |
$54.6K - $62.3K
|
52.9K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 1.04% |
$53K - $60.4K
|
167K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.49K+ 8.75% |
$45.6K - $52K
|
18.5K
$663K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.38KNew |
$42.2K - $48.2K
|
1.38K
$49.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 1562.79% |
$41.1K - $46.9K
|
1.43K
$51.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.25K+ 1.01% |
$38.2K - $43.6K
|
125K
$4.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.2KNew |
$36.7K - $41.9K
|
1.2K
$43K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 3.93% |
$31.4K - $35.8K
|
27.1K
$972K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
875+ 0.68% |
$26.8K - $30.6K
|
129K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
857+ 1.54% |
$26.2K - $29.9K
|
56.4K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
731+ 2.51% |
$22.4K - $25.5K
|
29.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
697+ 3.37% |
$21.3K - $24.3K
|
21.4K
$765K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
608+ 1.58% |
$18.6K - $21.2K
|
39K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
565+ 8.07% |
$17.3K - $19.7K
|
7.57K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
559+ 7.73% |
$17.1K - $19.5K
|
7.79K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
494+ 0.14% |
$15.1K - $17.3K
|
342K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 14.08% |
$15K - $17.1K
|
3.97K
$142K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
454+ 4.52% |
$13.9K - $15.9K
|
10.5K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 3.37% |
$13.8K - $15.7K
|
13.9K
$496K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
372+ 0.56% |
$11.4K - $13K
|
67.2K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
371New |
$11.4K - $13K
|
371
$13.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
358+ 1.67% |
$11K - $12.5K
|
21.7K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
346+ 1.19% |
$10.6K - $12.1K
|
29.4K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
343+ 0.71% |
$10.5K - $12K
|
48.8K
$1.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 25.53% |
$9.18K - $10.5K
|
1.48K
$52.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
290+ 0.19% |
$8.88K - $10.1K
|
152K
$5.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
260New |
$7.96K - $9.08K
|
260
$9.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
256+ 2.39% |
$7.84K - $8.94K
|
11K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 3.81% |
$7.65K - $8.73K
|
6.82K
$244K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
197+ 1.63% |
$6.03K - $6.88K
|
12.3K
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
170New |
$5.2K - $5.94K
|
170
$6.09K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
165+ 1.5% |
$5.05K - $5.76K
|
11.2K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160+ 0.54% |
$4.9K - $5.59K
|
29.7K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
143+ 1.68% |
$4.38K - $4.99K
|
8.64K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
118+ 0.33% |
$3.61K - $4.12K
|
36.2K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
115New |
$3.52K - $4.02K
|
115
$4.12K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
114+ 0.25% |
$3.49K - $3.98K
|
45.7K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
100+ 1.4% |
$3.06K - $3.49K
|
7.23K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
100+ 0.43% |
$3.06K - $3.49K
|
23.1K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
92+ 0.94% |
$2.82K - $3.21K
|
9.87K
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
77+ 0.96% |
$2.36K - $2.69K
|
8.12K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
71+ 0.75% |
$2.17K - $2.48K
|
9.59K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
63New |
$1.93K - $2.2K
|
63
$2.26K
|