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 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
3.82K
+ 7.01%
$81.1K - $102K
58.2K $2.08M
Feb 11, 2021 Q4 2020
Rmb Capital Management, LLC

BUY
 -
3.42K
+ 3.61%
$72.8K - $91.8K
98.2K $3.51M
Jan 28, 2021 Q4 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.32K
New
$70.6K - $89K
3.32K $119K
Sep 15, 2021 Q4 2020
Cwm, LLC

BUY
 -
3.28K
+ 108.82%
$69.8K - $88K
6.3K $225K
Feb 04, 2021 Q4 2020
Running Point Capital Advisors, LLC

BUY
 -
3.26K
New
$69.2K - $87.3K
3.26K $117K
Jan 25, 2021 Q4 2020
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
2.88K
+ 5.5%
$61.1K - $77.1K
55.1K $1.97M
Jan 19, 2021 Q4 2020
Marino, Stram & Associates LLC

BUY
 -
2.83K
+ 19.75%
$60.1K - $75.8K
17.2K $614K
Feb 03, 2021 Q4 2020
Valmark Advisers, Inc.

BUY
 -
2.76K
+ 4.08%
$58.6K - $73.9K
70.3K $2.52M
Feb 12, 2021 Q4 2020
Vestor Capital, LLC

Chicago, IL
BUY
 -
2.66K
+ 3.39%
$56.6K - $71.3K
81.1K $2.9M
Feb 11, 2021 Q4 2020
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
2.62K
New
$55.6K - $70.1K
2.62K $93.7K
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
2.13K
New
$45.3K - $57.1K
2.13K $76.3K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.73K
+ 52.98%
$36.7K - $46.3K
4.98K $178K
Feb 11, 2021 Q4 2020
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.67K
New
$35.5K - $44.8K
1.67K $59.8K
Mar 02, 2021 Q4 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.64K
New
$35K - $44.1K
1.64K $58.9K
Feb 16, 2021 Q4 2020
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
1.6K
+ 14.72%
$34K - $42.9K
12.5K $446K
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
1.5K
New
$32K - $40.3K
1.5K $53.8K
Feb 04, 2021 Q4 2020
Buckingham Capital Management, Inc.

BUY
 -
1.43K
+ 8.04%
$30.5K - $38.4K
19.3K $690K
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.39K
+ 2.66%
$29.6K - $37.3K
53.7K $1.92M
Feb 09, 2021 Q4 2020
Hancock Whitney Corp

BUY
 -
1.18K
+ 7.57%
$25K - $31.5K
16.7K $598K
Feb 12, 2021 Q4 2020
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
1.01K
New
$21.5K - $27.1K
1.01K $36.2K
Feb 12, 2021 Q4 2020
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.01K
+ 9.08%
$21.4K - $27K
12.1K $433K
Feb 02, 2021 Q4 2020
Simplex Trading, LLC

BUY
 -
889
+ 800.9%
$18.9K - $23.8K
1K $35.8K
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

BUY
 -
877
+ 41.31%
$18.6K - $23.5K
3K $107K
Jan 14, 2021 Q4 2020
Larson Financial Group LLC

BUY
 -
849
New
$18K - $22.8K
849 $30.4K
Feb 08, 2021 Q4 2020
Ifg Advisory, LLC

BUY
 -
747
+ 6.03%
$15.9K - $20K
13.1K $470K
Feb 08, 2021 Q4 2020
Family Legacy, Inc.

BUY
 -
728
+ 1.37%
$15.5K - $19.5K
54.1K $1.94M
Feb 05, 2021 Q4 2020
Jackson Hole Capital Partners, LLC

BUY
 -
717
New
$15.2K - $19.2K
717 $25.7K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
706
+ 8.99%
$15K - $18.9K
8.56K $306K
Feb 05, 2021 Q4 2020
Destiny Wealth Partners, LLC

BUY
 -
706
New
$15K - $18.9K
706 $25.3K
Jan 13, 2021 Q4 2020
Raymond James Trust N.A.

BUY
 -
654
+ 4.18%
$13.9K - $17.5K
16.3K $583K
Feb 12, 2021 Q4 2020
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
648
New
$13.8K - $17.4K
648 $23.2K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
600
+ 3.59%
$12.8K - $16.1K
17.3K $619K
Mar 09, 2021 Q4 2020
Encompass Wealth Advisors, LLC

BUY
 -
572
New
$12.2K - $15.3K
572 $20.5K
Mar 09, 2021 Q4 2020
Tru Independence Asset Management 2, LLC

BUY
 -
572
New
$12.2K - $15.3K
572 $20.5K
Jan 27, 2021 Q4 2020
180 Wealth Advisors, LLC

BUY
 -
493
+ 0.93%
$10.5K - $13.2K
53.5K $1.91M
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
482
New
$10.2K - $12.9K
482 $17.3K
Feb 16, 2021 Q4 2020
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
474
+ 3.1%
$10.1K - $12.7K
15.8K $564K
Feb 16, 2021 Q4 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
360
+ 2.46%
$7.65K - $9.65K
15K $536K
Jan 27, 2021 Q4 2020
Chicago Partners Investment Group LLC

BUY
 -
360
+ 1.84%
$7.65K - $9.65K
19.9K $712K
Jan 13, 2021 Q4 2020
Arlington Partners LLC

BUY
 -
331
New
$7.04K - $8.87K
331 $11.8K
Jan 22, 2021 Q4 2020
Evanson Asset Management, LLC

BUY
 -
290
+ 0.22%
$6.17K - $7.77K
133K $4.75M
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
284
+ 2.29%
$6.04K - $7.61K
12.7K $454K
Jan 29, 2021 Q4 2020
Bellwether Advisors, LLC

BUY
 -
282
New
$6K - $7.56K
282 $10.1K
Jan 22, 2021 Q4 2020
Plimoth Trust CO LLC

BUY
 -
264
+ 1.51%
$5.61K - $7.08K
17.7K $634K
Jan 29, 2021 Q4 2020
Fortem Financial Group, LLC

BUY
 -
255
New
$5.42K - $6.84K
255 $9.13K
Feb 04, 2021 Q4 2020
Ferguson Wellman Capital Management, Inc

BUY
 -
241
+ 2.44%
$5.12K - $6.46K
10.1K $363K
Jan 12, 2021 Q4 2020
Legacy Private Trust Co.

BUY
 -
237
+ 1.44%
$5.04K - $6.35K
16.7K $598K
Jan 11, 2021 Q4 2020
Alaska Permanent Capital Management

BUY
 -
229
+ 0.46%
$4.87K - $6.14K
50.3K $1.8M
Feb 25, 2021 Q4 2020
Field & Main Bank

BUY
 -
210
New
$4.46K - $5.63K
210 $7.52K

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