Purchases and Sales Made in Q4 2020 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 2020. 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 11, 2021 Q4 2020
Huntington National Bank

Columbus, OH
BUY
 -
178K
+ 138.26%
$3.78M - $4.77M
307K $11M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
178K
+ 81.93%
$3.78M - $4.77M
395K $14.1M
Jan 25, 2021 Q4 2020
Jnba Financial Advisors

BUY
 -
147K
+ 81.96%
$3.12M - $3.94M
326K $11.7M
Feb 10, 2021 Q4 2020
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
127K
New
$2.7M - $3.41M
127K $4.55M
Feb 02, 2021 Q4 2020
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
76.7K
New
$1.63M - $2.06M
76.7K $2.74M
Jan 28, 2021 Q4 2020
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
56.4K
New
$1.2M - $1.51M
56.4K $2.02M
Feb 16, 2021 Q4 2020
Flow Traders U.S. LLC

New York, NY
BUY
 -
53.4K
+ 47.69%
$1.14M - $1.43M
165K $5.92M
Feb 16, 2021 Q4 2020
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
50K
New
$1.06M - $1.34M
50K $1.79M
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
44.9K
+ 3.51%
$955K - $1.2M
1.33M $47.5M
Feb 11, 2021 Q4 2020
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
40.9K
New
$870K - $1.1M
40.9K $1.46M
Feb 08, 2021 Q4 2020
Hc Advisors, LLC

BUY
 -
32.7K
+ 24.51%
$694K - $876K
166K $5.94M
Feb 12, 2021 Q4 2020
M&T Bank Corp

BUY
 -
30.6K
+ 2.95%
$651K - $821K
1.07M $38.3M
Feb 16, 2021 Q4 2020
Waterfront Wealth Inc.

BUY
 -
28.8K
New
$611K - $771K
28.8K $1.03M
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

BUY
 -
28.7K
New
$611K - $770K
28.7K $1.03M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
27.3K
New
$581K - $733K
27.3K $979K
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
23.5K
+ 59.89%
$499K - $630K
62.7K $2.24M
Feb 03, 2021 Q4 2020
Brightworth

BUY
 -
23K
+ 19.05%
$489K - $617K
144K $5.15M
Feb 16, 2021 Q4 2020
Principle Wealth Partners LLC

BUY
 -
19.6K
New
$417K - $526K
19.6K $703K
Jan 25, 2021 Q4 2020
Centaurus Financial, Inc.

BUY
 -
19.5K
New
$415K - $523K
19.5K $699K
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
19.2K
+ 3.03%
$407K - $514K
651K $23.3M
Feb 05, 2021 Q4 2020
Regions Financial Corp

BUY
 -
18.2K
New
$387K - $488K
18.2K $651K
Feb 03, 2021 Q4 2020
Hunter Perkins Capital Management, LLC

BUY
 -
18K
New
$383K - $483K
18K $644K
May 11, 2021 Q4 2020
Vaughan & CO Securities, Inc.

BUY
 -
16.9K
+ 3.08%
$359K - $453K
566K $20.3M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
15.4K
+ 4.42%
$326K - $412K
362K $13M
Feb 26, 2021 Q4 2020
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
15K
New
$318K - $401K
15K $536K
Feb 10, 2021 Q4 2020
Financial Counselors Inc

BUY
 -
14.3K
+ 11.6%
$304K - $383K
137K $4.92M
Jan 02, 2024 Q4 2020
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
13.9K
New
$295K - $372K
13.9K $496K
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
13.8K
+ 1.4%
$294K - $371K
1.01M $36M
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
13.3K
+ 16.83%
$283K - $357K
92.5K $3.31M
Feb 12, 2021 Q4 2020
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
13.3K
New
$283K - $357K
13.3K $477K
Feb 04, 2021 Q4 2020
Halbert Hargrove Global Advisors, LLC

BUY
 -
12.5K
+ 60.83%
$267K - $336K
33.2K $1.19M
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
11.7K
+ 1.18%
$248K - $313K
999K $35.7M
Jan 04, 2021 Q4 2020
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
11.4K
+ 2.68%
$243K - $307K
438K $15.7M
Jan 19, 2021 Q4 2020
Wambolt & Associates, LLC

BUY
 -
10.9K
New
$231K - $291K
10.9K $388K
Feb 12, 2021 Q4 2020
Insight Advisors, LLC

Newtown, PA
BUY
 -
10.3K
New
$218K - $275K
10.3K $367K
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
9.5K
New
$202K - $255K
9.5K $340K
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.39K
+ 6.45%
$200K - $252K
155K $5.54M
Feb 12, 2021 Q4 2020
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
8.94K
New
$190K - $240K
8.94K $320K
Feb 12, 2021 Q4 2020
Fiduciary Group LLC

Savannah, GA
BUY
 -
8.84K
New
$188K - $237K
8.84K $317K
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.14K
+ 40.9%
$173K - $218K
28K $1M
Feb 04, 2021 Q4 2020
Vestmark Advisory Solutions, Inc.

BUY
 -
8.01K
New
$170K - $215K
8.01K $287K
Jan 27, 2021 Q4 2020
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.88K
New
$168K - $211K
7.88K $282K
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.73K
New
$164K - $207K
7.73K $277K
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
7.64K
New
$162K - $205K
7.64K $273K
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.29K
+ 12.02%
$155K - $195K
67.9K $2.43M
Feb 03, 2021 Q4 2020
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
6.91K
New
$147K - $185K
6.91K $248K
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
5.28K
New
$112K - $141K
5.28K $189K
Feb 11, 2021 Q4 2020
Iag Wealth Partners, LLC

BUY
 -
4.53K
+ 7.2%
$96.4K - $122K
67.5K $2.42M
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.47K
+ 26.74%
$95K - $120K
21.2K $758K

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