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 07, 2020
Q4 2019
|
Nvwm, LLC
|
SELL
|
- |
-119- 25.81% |
$3.13K - $3.43K
|
342
$11.8K
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-125- 1.59% |
$3.29K - $3.6K
|
7.76K
$267K
|
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-128- 3.24% |
$3.36K - $3.69K
|
3.82K
$131K
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
SELL
|
- |
-131- 0.02% |
$3.44K - $3.77K
|
679K
$23.3M
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-139- 2.04% |
$3.65K - $4K
|
6.68K
$230K
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
SELL
|
- |
-165Closed |
$4.34K - $4.75K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-231- 0.88% |
$6.07K - $6.65K
|
26.1K
$899K
|
|
Feb 06, 2020
Q4 2019
|
Dakota Wealth Management
|
SELL
|
- |
-232- 0.68% |
$6.1K - $6.68K
|
33.7K
$1.16M
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-235- 96.31% |
$6.18K - $6.77K
|
9
$310
|
|
Jan 24, 2020
Q4 2019
|
Hengehold Capital Management LLC
|
SELL
|
- |
-315- 1.95% |
$8.28K - $9.07K
|
15.9K
$546K
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-327- 2.51% |
$8.59K - $9.41K
|
12.7K
$437K
|
|
Jan 17, 2020
Q4 2019
|
Arden Trust CO
|
SELL
|
- |
-359- 2.98% |
$9.43K - $10.3K
|
11.7K
$402K
|
|
Feb 06, 2020
Q4 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-366- 4.51% |
$9.62K - $10.5K
|
7.76K
$267K
|
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-383- 2.81% |
$10.1K - $11K
|
13.2K
$455K
|
|
Feb 13, 2020
Q4 2019
|
Wesbanco Bank Inc
|
SELL
|
- |
-432- 1.01% |
$11.4K - $12.4K
|
42.5K
$1.46M
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-577- 3.67% |
$15.2K - $16.6K
|
15.2K
$521K
|
|
Jan 30, 2020
Q4 2019
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-592- 6.56% |
$15.6K - $17K
|
8.44K
$290K
|
|
Feb 13, 2020
Q4 2019
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-690- 3.48% |
$18.1K - $19.9K
|
19.1K
$658K
|
|
Feb 18, 2020
Q4 2019
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-705- 8.46% |
$18.5K - $20.3K
|
7.63K
$262K
|
|
Feb 07, 2020
Q4 2019
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-800- 0.52% |
$21K - $23K
|
154K
$5.29M
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-867- 12.1% |
$22.8K - $25K
|
6.3K
$217K
|
|
Feb 13, 2020
Q4 2019
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 0.72% |
$27.4K - $30K
|
144K
$4.97M
|
|
Feb 06, 2020
Q4 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.19KClosed |
$31.3K - $34.3K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.26K- 32.64% |
$33.1K - $36.3K
|
2.6K
$89.5K
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 0.85% |
$33.8K - $37K
|
151K
$5.19M
|
|
Feb 05, 2020
Q4 2019
|
Bison Wealth, LLC
|
SELL
|
- |
-1.35K- 17.78% |
$35.5K - $38.9K
|
6.25K
$215K
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.49KClosed |
$39.2K - $42.9K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 14.68% |
$39.4K - $43.2K
|
8.72K
$300K
|
|
Feb 03, 2020
Q4 2019
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.58K- 5.31% |
$41.5K - $45.5K
|
28.2K
$968K
|
|
Feb 04, 2020
Q4 2019
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.62K- 1.48% |
$42.6K - $46.7K
|
108K
$3.71M
|
|
Jan 14, 2020
Q4 2019
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$43.8K - $47.9K
|
126K
$4.32M
|
|
Feb 11, 2020
Q4 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.83K- 1.96% |
$48.1K - $52.7K
|
91.3K
$3.14M
|
|
Jan 23, 2020
Q4 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.87K- 10.26% |
$49.1K - $53.8K
|
16.3K
$562K
|
|
Feb 11, 2020
Q4 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2K- 54.5% |
$52.6K - $57.6K
|
1.67K
$57.4K
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-2.22K- 4.04% |
$58.3K - $63.9K
|
52.7K
$1.81M
|
|
Jan 24, 2020
Q4 2019
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.28K- 13.47% |
$59.9K - $65.6K
|
14.7K
$504K
|
|
Feb 07, 2020
Q4 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.5K- 11.24% |
$65.7K - $72K
|
19.7K
$679K
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.75K- 4.62% |
$72.2K - $79.1K
|
56.7K
$1.95M
|
|
May 24, 2021
Q4 2019
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.85K- 2.7% |
$74.8K - $81.9K
|
102K
$3.52M
|
|
Jan 31, 2020
Q4 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.34K- 25.65% |
$87.8K - $96.2K
|
9.68K
$333K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.59K- 9.8% |
$94.3K - $103K
|
33K
$1.14M
|
|
Feb 13, 2020
Q4 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.67K- 2.92% |
$96.5K - $106K
|
122K
$4.2M
|
|
Feb 14, 2020
Q4 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.75K- 10.42% |
$98.6K - $108K
|
32.2K
$1.11M
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.85K- 35.41% |
$101K - $111K
|
7.02K
$241K
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.23K- 8.41% |
$111K - $122K
|
46.1K
$1.59M
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.27K- 2.14% |
$112K - $123K
|
196K
$6.73M
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.48K- 24.26% |
$118K - $129K
|
14K
$480K
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.1K- 20.0% |
$134K - $147K
|
20.4K
$701K
|
|
Jan 21, 2020
Q4 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-5.61K- 5.16% |
$147K - $162K
|
103K
$3.55M
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 6.67% |
$171K - $187K
|
90.9K
$3.13M
|