Purchases and Sales Made in Q4 2019 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q4 2019. 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
Feb 04, 2020 Q4 2019
Vaughan & CO Securities, Inc.

BUY
 -
526K
New
$13.8M - $15.1M
526K $18.8M
Feb 05, 2020 Q4 2019
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
223K
+ 1878.32%
$5.86M - $6.42M
235K $8.41M
Feb 10, 2020 Q4 2019
Bcs Wealth Management

BUY
 -
136K
New
$3.58M - $3.92M
136K $4.88M
Feb 14, 2020 Q4 2019
Lpl Financial LLC

Fort Mill, SC
BUY
 -
131K
+ 13.88%
$3.43M - $3.76M
1.07M $38.4M
Jan 30, 2020 Q4 2019
Creative Planning

Overland Park, KS
BUY
 -
115K
+ 9.59%
$3.01M - $3.3M
1.31M $46.9M
May 14, 2020 Q4 2019
Stevard, LLC

Chicago, IL
BUY
 -
111K
New
$2.93M - $3.21M
111K $3.99M
Jan 27, 2020 Q4 2019
John W. Brooker & Co., Cp As

BUY
 -
105K
New
$2.76M - $3.02M
105K $3.76M
Feb 14, 2020 Q4 2019
Avantax Advisory Services, Inc.

BUY
 -
66.6K
New
$1.75M - $1.92M
66.6K $2.38M
Feb 24, 2021 Q4 2019
Monterey Private Wealth, Inc.

BUY
 -
49.6K
New
$1.3M - $1.43M
49.6K $1.78M
Feb 05, 2020 Q4 2019
Keybank National Association

BUY
 -
49.4K
+ 13.55%
$1.3M - $1.42M
414K $14.8M
Feb 14, 2020 Q4 2019
Truist Financial Corp

BUY
 -
47.7K
New
$1.25M - $1.37M
47.7K $1.71M
Feb 11, 2020 Q4 2019
Key F Inancial Inc

BUY
 -
46.6K
New
$1.22M - $1.34M
46.6K $1.67M
Apr 19, 2024 Q4 2019
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
45K
New
$1.18M - $1.3M
45K $1.61M
Feb 11, 2020 Q4 2019
Alaska Permanent Capital Management

BUY
 -
40.7K
New
$1.07M - $1.17M
40.7K $1.46M
Jan 15, 2020 Q4 2019
Ae Wealth Management LLC

BUY
 -
40K
+ 82.84%
$1.05M - $1.15M
88.2K $3.16M
Feb 14, 2020 Q4 2019
Brown Advisory Inc

BUY
 -
34.9K
New
$917K - $1M
34.9K $1.25M
Feb 10, 2020 Q4 2019
West Bancorporation Inc

BUY
 -
34.5K
New
$906K - $993K
34.5K $1.23M
Feb 14, 2020 Q4 2019
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
34.5K
+ 5.83%
$906K - $993K
626K $22.4M
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
33.2K
+ 3.6%
$873K - $957K
958K $34.3M
Feb 12, 2020 Q4 2019
Sawtooth Solutions, LLC

BUY
 -
29.9K
+ 71.1%
$785K - $860K
71.9K $2.57M
Jan 23, 2020 Q4 2019
J.W. Cole Advisors, Inc.

BUY
 -
29.4K
New
$773K - $846K
29.4K $1.05M
Feb 12, 2020 Q4 2019
Austin Private Wealth, LLC

BUY
 -
26.6K
New
$699K - $765K
26.6K $952K
Feb 14, 2020 Q4 2019
Jane Street Group, LLC

New York, NY
BUY
 -
26K
+ 172.01%
$683K - $749K
41.1K $1.47M
Jan 08, 2020 Q4 2019
Apexium Financial, LP

BUY
 -
22.2K
New
$583K - $638K
22.2K $794K
Feb 11, 2020 Q4 2019
Envestnet Asset Management Inc

BUY
 -
17.9K
+ 7.59%
$472K - $517K
254K $9.1M
Feb 14, 2020 Q4 2019
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
17.6K
New
$463K - $508K
17.6K $631K
Feb 10, 2020 Q4 2019
Jnba Financial Advisors

BUY
 -
16.5K
+ 52.35%
$433K - $474K
47.9K $1.72M
Feb 10, 2020 Q4 2019
Cetera Advisors LLC

Denver, CO
BUY
 -
16K
+ 13.31%
$421K - $461K
136K $4.88M
Feb 13, 2020 Q4 2019
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.8K
+ 16.44%
$415K - $454K
112K $4M
Jan 29, 2020 Q4 2019
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
15.6K
+ 113.33%
$411K - $450K
29.4K $1.05M
Feb 18, 2020 Q4 2019
Cva Family Office, LLC

BUY
 -
15.5K
New
$407K - $445K
15.5K $554K
Feb 05, 2020 Q4 2019
Howard Wealth Management, LLC

Madison, CT
BUY
 -
13.8K
New
$362K - $396K
13.8K $493K
Feb 14, 2020 Q4 2019
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
12.8K
+ 4.03%
$335K - $367K
330K $11.8M
Feb 04, 2020 Q4 2019
Pb Mares Wealth Management LLC

BUY
 -
11.9K
New
$312K - $342K
11.9K $425K
Feb 03, 2020 Q4 2019
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
11.2K
+ 126.57%
$293K - $321K
20K $716K
Feb 14, 2020 Q4 2019
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
11.1K
New
$292K - $320K
11.1K $398K
Feb 04, 2020 Q4 2019
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.9K
+ 3.64%
$286K - $314K
310K $11.1M
Feb 13, 2020 Q4 2019
Acg Wealth

BUY
 -
10.7K
New
$280K - $307K
10.7K $382K
Jan 17, 2020 Q4 2019
180 Wealth Advisors, LLC

BUY
 -
10.2K
New
$268K - $294K
10.2K $365K
Mar 19, 2020 Q4 2019
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
9.9K
New
$260K - $285K
9.9K $354K
Jan 16, 2020 Q4 2019
Harbor Investment Advisory, LLC

BUY
 -
9.61K
New
$252K - $277K
9.61K $344K
Feb 06, 2020 Q4 2019
Brinker Capital Investments, LLC

BUY
 -
9.4K
+ 6.32%
$247K - $271K
158K $5.66M
Feb 06, 2020 Q4 2019
Synovus Financial Corp

Columbus, GA
BUY
 -
9.26K
+ 643.33%
$243K - $267K
10.7K $383K
Jan 02, 2020 Q4 2019
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
8.73K
+ 2.32%
$230K - $251K
386K $13.8M
Feb 18, 2020 Q4 2019
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.99K
+ 13.43%
$210K - $230K
67.4K $2.41M
Feb 10, 2020 Q4 2019
Private Advisor Group, LLC

BUY
 -
7.65K
+ 10.16%
$201K - $220K
83K $2.97M
Feb 07, 2020 Q4 2019
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.43K
New
$195K - $214K
7.43K $266K
Feb 14, 2020 Q4 2019
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
7.24K
New
$190K - $208K
7.24K $259K
Feb 18, 2020 Q4 2019
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.23K
New
$190K - $208K
7.23K $259K

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