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 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
62+ 0.47% |
$1.9K - $2.17K
|
13.4K
$460K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 0.98% |
$1.5K - $1.71K
|
5.06K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.16% |
$1.44K - $1.64K
|
29.8K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
27+ 0.13% |
$826 - $943
|
20.2K
$694K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.74% |
$551 - $629
|
2.46K
$84.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.08% |
$337 - $384
|
14K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.75% |
$275 - $314
|
1.2K
$41.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.47% |
$214 - $244
|
1.48K
$51K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$184 - $210
|
6
$206
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.02% |
$122 - $140
|
25.6K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 9.3% |
$122 - $140
|
47
$1.62K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.54% |
$91.8 - $105
|
562
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 150.0% |
$91.8 - $105
|
5
$172
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.9% |
$61.2 - $69.8
|
224
$7.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$61.2 - $69.8
|
1.08K
$37.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$30.6 - $34.9
|
129
$4.44K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 1.76% |
$91.8 - $105
|
167
$5.74K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.31% |
$153 - $175
|
1.6K
$54.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9- 1.29% |
$275 - $314
|
691
$23.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 0.52% |
$398 - $454
|
2.5K
$85.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14- 0.07% |
$429 - $489
|
21.1K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-15- 0.22% |
$459 - $524
|
6.88K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-18- 0.27% |
$551 - $629
|
6.72K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22- 0.19% |
$673 - $768
|
11.8K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-30- 0.34% |
$918 - $1.05K
|
8.9K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-30- 0.13% |
$918 - $1.05K
|
23.2K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 3.4% |
$1.16K - $1.33K
|
1.08K
$37.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-39- 0.09% |
$1.19K - $1.36K
|
45.7K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-40- 0.43% |
$1.22K - $1.4K
|
9.37K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.06% |
$1.53K - $1.75K
|
85.8K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-63- 0.5% |
$1.93K - $2.2K
|
12.5K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-75- 0.43% |
$2.3K - $2.62K
|
17.2K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-123- 2.35% |
$3.77K - $4.3K
|
5.12K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-148- 0.95% |
$4.53K - $5.17K
|
15.4K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-159- 12.27% |
$4.87K - $5.55K
|
1.14K
$39.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-180- 26.28% |
$5.51K - $6.29K
|
505
$17.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-184- 1.6% |
$5.63K - $6.43K
|
11.3K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189- 77.46% |
$5.79K - $6.6K
|
55
$1.89K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-189- 1.42% |
$5.79K - $6.6K
|
13.1K
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-196- 1.19% |
$6K - $6.84K
|
16.3K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-200- 2.19% |
$6.12K - $6.98K
|
8.92K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-215- 1.98% |
$6.58K - $7.51K
|
10.7K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-229- 1.69% |
$7.01K - $8K
|
13.3K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-242- 1.41% |
$7.41K - $8.45K
|
16.9K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 15.52% |
$7.65K - $8.73K
|
1.36K
$46.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-280- 1.05% |
$8.57K - $9.78K
|
26.4K
$907K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-289- 17.77% |
$8.85K - $10.1K
|
1.34K
$46K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-299- 2.08% |
$9.15K - $10.4K
|
14.1K
$483K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-303- 3.08% |
$9.27K - $10.6K
|
9.53K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-325- 1.15% |
$9.95K - $11.3K
|
27.8K
$958K
|