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
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.55K- 2.91% |
$172K - $189K
|
219K
$7.53M
|
|
|
Jan 31, 2020
Q4 2019
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.73K- 14.21% |
$203K - $222K
|
46.6K
$1.6M
|
|
|
Jan 14, 2020
Q4 2019
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.82K- 14.81% |
$206K - $225K
|
45K
$1.55M
|
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.4KClosed |
$274K - $300K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-11.2K- 20.95% |
$295K - $323K
|
42.4K
$1.46M
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 1.59% |
$333K - $365K
|
785K
$27M
|
|
|
Jan 29, 2020
Q4 2019
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13.1K- 2.2% |
$344K - $377K
|
583K
$20.1M
|
|
|
Jan 17, 2020
Q4 2019
|
Hc Financial Advisors Inc
|
SELL
|
- |
-14.2K- 12.63% |
$372K - $408K
|
98K
$3.37M
|
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.4K- 3.11% |
$379K - $415K
|
449K
$15.4M
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.6K- 80.32% |
$437K - $478K
|
4.07K
$140K
|
|
|
Jan 13, 2020
Q4 2019
|
Seneca House Advisors
|
SELL
|
- |
-16.8K- 10.58% |
$440K - $482K
|
142K
$4.87M
|
|
|
Jan 17, 2020
Q4 2019
|
Mirador Capital Partners LP
|
SELL
|
- |
-17.1KClosed |
$448K - $491K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.3K- 16.05% |
$455K - $498K
|
90.5K
$3.11M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
SELL
|
- |
-24.1K- 1.03% |
$632K - $693K
|
2.3M
$79.2M
|
|
|
Jan 29, 2020
Q4 2019
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25.9K- 37.72% |
$682K - $747K
|
42.8K
$1.47M
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.4K- 5.68% |
$694K - $760K
|
439K
$15.1M
|
|
|
Feb 07, 2020
Q4 2019
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-29.3K- 43.45% |
$770K - $844K
|
38.1K
$1.31M
|
|
|
Feb 18, 2020
Q4 2019
|
Smart Money Group LLC
|
SELL
|
- |
-30K- 79.24% |
$787K - $862K
|
7.85K
$270K
|
|
|
Feb 07, 2020
Q4 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31.5K- 7.7% |
$828K - $907K
|
377K
$13M
|
|
|
Feb 07, 2020
Q4 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.9K- 71.26% |
$969K - $1.06M
|
14.9K
$512K
|
|
|
Feb 11, 2020
Q4 2019
|
Alaska Permanent Capital Management
|
SELL
|
- |
-40.7KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43.8KClosed |
$1.15M - $1.26M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.3K- 7.72% |
$1.45M - $1.59M
|
662K
$22.8M
|
|
|
Jan 29, 2020
Q4 2019
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-84.2K- 12.67% |
$2.21M - $2.42M
|
580K
$20M
|
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-102K- 84.39% |
$2.68M - $2.94M
|
18.9K
$649K
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-451KClosed |
$11.9M - $13M
|
0
$0
|