Purchases and Sales Made in Q4 2020 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2021
Q4 2020
|
Colorado Capital Management, Inc.
|
BUY
|
- |
205+ 1.41% |
$4.36K - $5.5K
|
14.7K
$527K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
117+ 0.98% |
$2.49K - $3.14K
|
12K
$431K
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 3.02% |
$2.23K - $2.82K
|
3.58K
$128K
|
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
67+ 0.93% |
$1.42K - $1.8K
|
7.28K
$261K
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
42New |
$893 - $1.13K
|
42
$1.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$829 - $1.05K
|
39
$1.4K
|
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9New |
$191 - $241
|
9
$322
|
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
7+ 0.04% |
$149 - $188
|
16.3K
$583K
|
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7+ 0.05% |
$149 - $188
|
14K
$500K
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.85% |
$42.5 - $53.6
|
237
$8.48K
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-15- 8.38% |
$319 - $402
|
164
$5.87K
|
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21- 0.15% |
$446 - $563
|
14.3K
$510K
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26Closed |
$553 - $697
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
SELL
|
- |
-59- 0.6% |
$1.25K - $1.58K
|
9.75K
$349K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-90- 0.25% |
$1.91K - $2.41K
|
35.8K
$1.28M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-105Closed |
$2.23K - $2.82K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-105- 1.0% |
$2.23K - $2.82K
|
10.4K
$373K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$2.38K - $3K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-150- 0.66% |
$3.19K - $4.02K
|
22.5K
$805K
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-210Closed |
$4.46K - $5.63K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-253- 2.8% |
$5.38K - $6.78K
|
8.79K
$315K
|
|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
SELL
|
- |
-389- 0.32% |
$8.27K - $10.4K
|
121K
$4.33M
|
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-479- 3.85% |
$10.2K - $12.8K
|
12K
$428K
|
|
|
Feb 19, 2021
Q4 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-497- 0.8% |
$10.6K - $13.3K
|
61.7K
$2.21M
|
|
|
Jan 15, 2021
Q4 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-500Closed |
$10.6K - $13.4K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
SELL
|
- |
-516- 1.79% |
$11K - $13.8K
|
28.4K
$1.02M
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-600- 10.71% |
$12.8K - $16.1K
|
5K
$179K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
SELL
|
- |
-600- 10.71% |
$12.8K - $16.1K
|
5K
$179K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-611Closed |
$13K - $16.4K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-639- 12.35% |
$13.6K - $17.1K
|
4.53K
$162K
|
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-718- 1.71% |
$15.3K - $19.2K
|
41.2K
$1.48M
|
|
|
Jan 27, 2021
Q4 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-730- 0.49% |
$15.5K - $19.6K
|
148K
$5.3M
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-740- 2.93% |
$15.7K - $19.8K
|
24.5K
$877K
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-757Closed |
$16.1K - $20.3K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-779- 1.96% |
$16.6K - $20.9K
|
39K
$1.39M
|
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-781Closed |
$16.6K - $20.9K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-792- 18.84% |
$16.8K - $21.2K
|
3.41K
$122K
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-796- 5.31% |
$16.9K - $21.3K
|
14.2K
$508K
|
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-875- 2.89% |
$18.6K - $23.5K
|
29.4K
$1.05M
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-900- 67.57% |
$19.1K - $24.1K
|
432
$15.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-971- 6.43% |
$20.6K - $26K
|
14.1K
$506K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.02K- 17.69% |
$21.6K - $27.3K
|
4.74K
$170K
|
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 5.75% |
$24.4K - $30.8K
|
18.8K
$673K
|
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.23K- 3.87% |
$26.1K - $33K
|
30.6K
$1.09M
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.25K- 6.58% |
$26.6K - $33.5K
|
17.7K
$635K
|
|
|
Feb 08, 2021
Q4 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.32K- 59.81% |
$28.1K - $35.5K
|
889
$31.8K
|
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
SELL
|
- |
-1.33K- 11.56% |
$28.2K - $35.5K
|
10.1K
$363K
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.53K- 3.89% |
$32.5K - $41K
|
37.8K
$1.35M
|
|
|
Jan 28, 2021
Q4 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 10.99% |
$34K - $42.9K
|
13K
$464K
|