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 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.86K- 9.28% |
$87.4K - $99.7K
|
27.9K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.99K- 8.82% |
$91.5K - $104K
|
30.9K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.07K- 2.27% |
$93.9K - $107K
|
132K
$4.54M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.58K- 28.78% |
$110K - $125K
|
8.87K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.68K- 1.14% |
$113K - $128K
|
318K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.08K- 26.14% |
$125K - $142K
|
11.5K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.16K- 6.12% |
$127K - $145K
|
63.9K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.29K- 8.0% |
$131K - $150K
|
49.3K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.55K- 9.5% |
$139K - $159K
|
43.3K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.83K- 2.01% |
$148K - $169K
|
235K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.99K- 6.09% |
$153K - $174K
|
76.9K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.99K- 10.43% |
$153K - $174K
|
42.9K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.55K- 4.5% |
$170K - $194K
|
118K
$4.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.72K- 19.44% |
$175K - $200K
|
23.7K
$814K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.06K- 19.47% |
$186K - $212K
|
25.1K
$862K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.71K- 1.86% |
$205K - $234K
|
355K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.2K- 10.48% |
$220K - $251K
|
61.4K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.21K- 5.82% |
$221K - $252K
|
117K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.44K- 90.0% |
$258K - $295K
|
937
$32.2K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.63K- 9.18% |
$295K - $336K
|
95.2K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.68K- 26.81% |
$296K - $338K
|
26.4K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.96K- 1.15% |
$305K - $348K
|
858K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-10.8K- 20.75% |
$331K - $377K
|
41.3K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.8K- 18.48% |
$332K - $378K
|
47.8K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.2K- 5.04% |
$373K - $425K
|
229K
$7.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 23.45% |
$396K - $452K
|
42.3K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.9K- 0.92% |
$425K - $485K
|
1.49M
$51.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.2K- 11.97% |
$433K - $494K
|
104K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.5K- 43.18% |
$1.06M - $1.21M
|
45.5K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-46.8K- 79.89% |
$1.43M - $1.63M
|
11.8K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.2K- 68.4% |
$1.54M - $1.75M
|
23.2K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-66.2K- 43.38% |
$2.03M - $2.31M
|
86.5K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-80.2K- 86.24% |
$2.45M - $2.8M
|
12.8K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-86.6K- 34.13% |
$2.65M - $3.03M
|
167K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-104K- 5.71% |
$3.19M - $3.64M
|
1.72M
$59.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-173K- 93.97% |
$5.28M - $6.03M
|
11.1K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-175K- 8.17% |
$5.37M - $6.13M
|
1.97M
$67.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-286K- 97.04% |
$8.75M - $9.99M
|
8.71K
$300K
|