Purchases and Sales Made in Q4 2019 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 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 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.17KNew |
$188K - $206K
|
7.17K
$257K
|
|
Feb 06, 2020
Q4 2019
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.13KNew |
$187K - $205K
|
7.13K
$255K
|
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.09KNew |
$186K - $204K
|
7.09K
$254K
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.93KNew |
$182K - $199K
|
6.93K
$248K
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.91K+ 29.13% |
$181K - $199K
|
30.6K
$1.1M
|
|
Jan 31, 2020
Q4 2019
|
Opus Capital Group, LLC
|
BUY
|
- |
6.5K+ 2.16% |
$171K - $187K
|
307K
$11M
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.16K+ 7.61% |
$162K - $177K
|
87.2K
$3.12M
|
|
Feb 12, 2020
Q4 2019
|
Destination Wealth Management
|
BUY
|
- |
6.06K+ 1.92% |
$159K - $175K
|
321K
$11.5M
|
|
Jan 23, 2020
Q4 2019
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.83K+ 45.84% |
$153K - $168K
|
18.5K
$663K
|
|
Feb 07, 2020
Q4 2019
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.06K+ 5.06% |
$133K - $146K
|
105K
$3.76M
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.05KNew |
$133K - $145K
|
5.05K
$181K
|
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.7K+ 36.01% |
$124K - $135K
|
17.8K
$636K
|
|
Feb 14, 2020
Q4 2019
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.69K+ 9.72% |
$123K - $135K
|
52.9K
$1.89M
|
|
Feb 03, 2020
Q4 2019
|
Pinnacle Associates LTD
|
BUY
|
- |
4.24K+ 11.07% |
$111K - $122K
|
42.5K
$1.52M
|
|
Feb 10, 2020
Q4 2019
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.9K+ 3.88% |
$102K - $112K
|
104K
$3.73M
|
|
Feb 13, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
3.73K+ 3725.0% |
$97.9K - $107K
|
3.83K
$137K
|
|
Mar 16, 2020
Q4 2019
|
Tfg Advisers LLC
|
BUY
|
- |
3K+ 5.53% |
$78.9K - $86.4K
|
57.3K
$2.05M
|
|
Jan 13, 2020
Q4 2019
|
Moller Financial Services
|
BUY
|
- |
2.89K+ 8.98% |
$75.8K - $83.1K
|
35K
$1.25M
|
|
Feb 13, 2020
Q4 2019
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.87KNew |
$75.3K - $82.5K
|
2.87K
$103K
|
|
Aug 30, 2021
Q4 2019
|
Retirement Group, LLC
|
BUY
|
- |
2.54KNew |
$66.8K - $73.2K
|
2.54K
$91K
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 3.81% |
$66.5K - $72.8K
|
68.9K
$2.47M
|
|
Feb 13, 2020
Q4 2019
|
Psi Advisors, LLC
|
BUY
|
- |
2.39KNew |
$62.8K - $68.8K
|
2.39K
$85.6K
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
BUY
|
- |
2.08K+ 2.35% |
$54.7K - $59.9K
|
90.6K
$3.24M
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 275.6% |
$54.3K - $59.5K
|
2.82K
$101K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2KNew |
$52.6K - $57.6K
|
2K
$71.6K
|
|
Jan 29, 2020
Q4 2019
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2K+ 13.47% |
$52.6K - $57.6K
|
16.9K
$603K
|
|
Jan 29, 2020
Q4 2019
|
Keudell
|
BUY
|
- |
1.92K+ 2.14% |
$50.6K - $55.4K
|
91.9K
$3.29M
|
|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.92K+ 2.65% |
$50.4K - $55.2K
|
74.4K
$2.66M
|
|
Jan 31, 2020
Q4 2019
|
Simmons Bank
|
BUY
|
- |
1.91K+ 1.34% |
$50.3K - $55.1K
|
144K
$5.17M
|
|
Jan 24, 2020
Q4 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 3.11% |
$46.3K - $50.7K
|
58.5K
$2.09M
|
|
Jan 27, 2020
Q4 2019
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.76K+ 12.31% |
$46.2K - $50.6K
|
16K
$575K
|
|
Oct 09, 2020
Q4 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.75K+ 1.05% |
$46K - $50.4K
|
169K
$6.05M
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 3.91% |
$42.2K - $46.2K
|
42.7K
$1.53M
|
|
Feb 13, 2020
Q4 2019
|
Valley National Advisers Inc
|
BUY
|
- |
1.57KNew |
$41.3K - $45.3K
|
1.57K
$56.3K
|
|
Feb 12, 2020
Q4 2019
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.53K+ 6.22% |
$40.1K - $43.9K
|
26K
$932K
|
|
Jan 17, 2020
Q4 2019
|
Beacon Financial Group
|
BUY
|
- |
1.44K+ 1.17% |
$37.9K - $41.6K
|
125K
$4.46M
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.3K+ 2.16% |
$34.1K - $37.4K
|
61.5K
$2.2M
|
|
Jan 14, 2020
Q4 2019
|
First Command Bank
|
BUY
|
- |
1.28K+ 37.44% |
$33.6K - $36.8K
|
4.7K
$168K
|
|
Jan 14, 2020
Q4 2019
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.28K+ 37.44% |
$33.6K - $36.8K
|
4.7K
$168K
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
BUY
|
- |
1.28K+ 67.18% |
$33.5K - $36.7K
|
3.17K
$114K
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.19KNew |
$31.2K - $34.2K
|
1.19K
$42.5K
|
|
Feb 12, 2020
Q4 2019
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.09KNew |
$28.6K - $31.4K
|
1.09K
$39K
|
|
Feb 13, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.09K+ 54.45% |
$28.6K - $31.4K
|
3.09K
$111K
|
|
Feb 11, 2020
Q4 2019
|
Atlas Private Wealth Management
|
BUY
|
- |
1.03KNew |
$26.9K - $29.5K
|
1.03K
$36.7K
|
|
Jan 10, 2020
Q4 2019
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
938New |
$24.7K - $27K
|
938
$33.6K
|
|
Feb 12, 2020
Q4 2019
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
888New |
$23.3K - $25.6K
|
888
$31.8K
|
|
Feb 05, 2020
Q4 2019
|
Nbt Bank N A
|
BUY
|
- |
873+ 1.51% |
$22.9K - $25.1K
|
58.7K
$2.1M
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
867+ 13.77% |
$22.8K - $25K
|
7.17K
$257K
|
|
Feb 03, 2020
Q4 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
849New |
$22.3K - $24.4K
|
849
$30.4K
|
|
Jan 31, 2020
Q4 2019
|
Financial Counselors Inc
|
BUY
|
- |
810+ 0.68% |
$21.3K - $23.3K
|
119K
$4.27M
|