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 |
---|---|---|---|---|---|---|---|
Jan 21, 2020
Q4 2019
|
Baystate Wealth Management LLC
|
BUY
|
- |
808New |
$21.2K - $23.3K
|
808
$27.8K
|
|
Jan 14, 2020
Q4 2019
|
Family Legacy, Inc.
|
BUY
|
- |
753+ 1.75% |
$19.8K - $21.7K
|
43.7K
$1.5M
|
|
Jan 14, 2020
Q4 2019
|
Raymond James Trust N.A.
|
BUY
|
- |
720+ 3.74% |
$18.9K - $20.7K
|
20K
$687K
|
|
Feb 13, 2020
Q4 2019
|
Scotia Capital Inc.
|
BUY
|
- |
685+ 4.4% |
$18K - $19.7K
|
16.3K
$559K
|
|
Feb 13, 2020
Q4 2019
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
672+ 3.29% |
$17.7K - $19.3K
|
21.1K
$725K
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
BUY
|
- |
576+ 0.39% |
$15.1K - $16.6K
|
148K
$5.08M
|
|
Feb 06, 2020
Q4 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
513+ 0.31% |
$13.5K - $14.8K
|
167K
$5.75M
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
BUY
|
- |
505+ 2.6% |
$13.3K - $14.5K
|
19.9K
$685K
|
|
Feb 05, 2020
Q4 2019
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
493+ 4.73% |
$13K - $14.2K
|
10.9K
$376K
|
|
Feb 12, 2020
Q4 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
459+ 0.45% |
$12.1K - $13.2K
|
103K
$3.56M
|
|
Jan 24, 2020
Q4 2019
|
Stone X Group Inc.
|
BUY
|
- |
454+ 2.06% |
$11.9K - $13.1K
|
22.5K
$774K
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
446+ 0.72% |
$11.7K - $12.8K
|
62.6K
$2.15M
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
440+ 0.56% |
$11.6K - $12.7K
|
78.3K
$2.69M
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
377+ 0.43% |
$9.91K - $10.9K
|
87.3K
$3M
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
360+ 423.53% |
$9.46K - $10.4K
|
445
$15.3K
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
350+ 4.06% |
$9.2K - $10.1K
|
8.98K
$309K
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
BUY
|
- |
349+ 262.41% |
$9.17K - $10K
|
482
$16.6K
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
348New |
$9.15K - $10K
|
348
$12K
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
315+ 1.79% |
$8.28K - $9.07K
|
17.9K
$616K
|
|
Feb 06, 2020
Q4 2019
|
Hancock Whitney Corp
|
BUY
|
- |
314+ 2.18% |
$8.25K - $9.04K
|
14.7K
$506K
|
|
Feb 06, 2020
Q4 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
250+ 0.58% |
$6.57K - $7.2K
|
43.1K
$1.48M
|
|
Feb 12, 2020
Q4 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
212New |
$5.57K - $6.1K
|
212
$7.29K
|
|
Jan 31, 2020
Q4 2019
|
Asset Dedication, LLC
|
BUY
|
- |
196+ 4.42% |
$5.15K - $5.64K
|
4.63K
$159K
|
|
Feb 13, 2020
Q4 2019
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
192+ 2.45% |
$5.05K - $5.53K
|
8.02K
$276K
|
|
Feb 12, 2020
Q4 2019
|
Pacific Sun Financial Corp
|
BUY
|
- |
180+ 1.33% |
$4.73K - $5.18K
|
13.8K
$473K
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
125+ 1.41% |
$3.29K - $3.6K
|
8.97K
$308K
|
|
Jan 28, 2020
Q4 2019
|
Versant Capital Management, Inc
|
BUY
|
- |
120+ 6.17% |
$3.15K - $3.45K
|
2.06K
$71K
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
111New |
$2.92K - $3.2K
|
111
$3.82K
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
100New |
$2.63K - $2.88K
|
100
$3.44K
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
97+ 4.23% |
$2.55K - $2.79K
|
2.39K
$82.2K
|
|
Jan 02, 2024
Q4 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95+ 5.57% |
$2.5K - $2.74K
|
1.8K
$62K
|
|
Feb 04, 2020
Q4 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
89+ 0.4% |
$2.34K - $2.56K
|
22.3K
$768K
|
|
Feb 10, 2020
Q4 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
84New |
$2.21K - $2.42K
|
84
$2.89K
|
|
Feb 24, 2020
Q4 2019
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
80+ 0.93% |
$2.1K - $2.3K
|
8.65K
$297K
|
|
Feb 06, 2020
Q4 2019
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
71+ 0.62% |
$1.87K - $2.04K
|
11.6K
$398K
|
|
Feb 13, 2020
Q4 2019
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
51+ 0.7% |
$1.34K - $1.47K
|
7.35K
$253K
|
|
Feb 03, 2020
Q4 2019
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.94% |
$342 - $374
|
1.4K
$48K
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12+ 0.09% |
$315 - $345
|
13.1K
$451K
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.88% |
$105 - $115
|
458
$15.8K
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.88% |
$52.6 - $57.6
|
230
$7.91K
|
|
Jan 24, 2020
Q4 2019
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$26.3 - $28.8
|
1
$34.4
|
|
Jan 22, 2020
Q4 2019
|
Montecito Bank & Trust
|
BUY
|
- |
1+ 0.0% |
$26.3 - $28.8
|
21.6K
$743K
|
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 1.7% |
$920 - $1.01K
|
2.02K
$69.5K
|
|
Feb 11, 2020
Q4 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-43- 4.53% |
$1.13K - $1.24K
|
907
$31.2K
|
|
Feb 14, 2020
Q4 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-49- 0.13% |
$1.29K - $1.41K
|
38.5K
$1.33M
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 0.48% |
$2.37K - $2.59K
|
18.5K
$635K
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 0.14% |
$2.63K - $2.88K
|
69.5K
$2.39M
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110- 1.16% |
$2.89K - $3.17K
|
9.34K
$321K
|
|
Feb 14, 2020
Q4 2019
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-114Closed |
$3K - $3.28K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-115- 0.56% |
$3.02K - $3.31K
|
20.3K
$697K
|