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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.64K- 16.26% |
$34.8K - $43.8K
|
8.42K
$302K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.68K- 53.46% |
$35.6K - $44.9K
|
1.46K
$52.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.81K- 2.09% |
$38.4K - $48.4K
|
84.7K
$3.03M
|
|
|
Jan 11, 2021
Q4 2020
|
Moller Financial Services
|
SELL
|
- |
-1.86K- 17.88% |
$39.5K - $49.8K
|
8.54K
$306K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 11.16% |
$42.4K - $53.5K
|
15.9K
$568K
|
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2K- 1.66% |
$42.5K - $53.6K
|
118K
$4.23M
|
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2K- 1.66% |
$42.5K - $53.6K
|
118K
$4.23M
|
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2K- 13.91% |
$42.5K - $53.6K
|
12.4K
$443K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.15K- 1.14% |
$45.6K - $57.5K
|
185K
$6.63M
|
|
|
Feb 11, 2021
Q4 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.16K- 12.0% |
$45.8K - $57.8K
|
15.8K
$566K
|
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.16K- 9.34% |
$45.9K - $57.9K
|
21K
$750K
|
|
|
Jan 22, 2021
Q4 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 4.02% |
$47.4K - $59.8K
|
53.2K
$1.9M
|
|
|
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-2.25K- 45.35% |
$47.9K - $60.4K
|
2.71K
$97.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.35K- 8.91% |
$49.9K - $62.9K
|
24K
$860K
|
|
|
Feb 02, 2021
Q4 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.39K- 4.62% |
$50.9K - $64.2K
|
49.4K
$1.77M
|
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.54K- 16.59% |
$53.9K - $68K
|
12.7K
$456K
|
|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
SELL
|
- |
-2.62K- 1.44% |
$55.7K - $70.3K
|
179K
$6.41M
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$55.8K - $70.4K
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-2.82K- 41.11% |
$60K - $75.6K
|
4.04K
$145K
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.99K- 2.32% |
$63.7K - $80.3K
|
126K
$4.52M
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.01K- 27.61% |
$64K - $80.7K
|
7.9K
$283K
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-3.28K- 52.11% |
$69.8K - $88K
|
3.02K
$108K
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-3.59K- 29.56% |
$76.4K - $96.4K
|
8.56K
$307K
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.61K- 3.82% |
$76.6K - $96.7K
|
90.8K
$3.25M
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.63K- 17.48% |
$77.2K - $97.4K
|
17.2K
$614K
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.71K- 32.51% |
$78.8K - $99.3K
|
7.69K
$275K
|
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.79K- 16.07% |
$80.6K - $102K
|
19.8K
$709K
|
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 28.48% |
$96.5K - $122K
|
11.4K
$408K
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.68K- 25.16% |
$99.6K - $126K
|
13.9K
$499K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.7K- 18.28% |
$99.9K - $126K
|
21K
$752K
|
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.88K- 4.61% |
$104K - $131K
|
101K
$3.61M
|
|
|
Jan 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.94K- 8.55% |
$105K - $132K
|
52.8K
$1.89M
|
|
|
Feb 03, 2021
Q4 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.94K- 10.28% |
$105K - $132K
|
43.1K
$1.54M
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-5.74K- 7.02% |
$122K - $154K
|
76K
$2.72M
|
|
|
Jan 15, 2021
Q4 2020
|
Nbt Bank N A
|
SELL
|
- |
-5.75K- 20.93% |
$122K - $154K
|
21.7K
$777K
|
|
|
Jan 25, 2021
Q4 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.99KClosed |
$127K - $161K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.05K- 8.25% |
$129K - $162K
|
67.3K
$2.41M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.06K- 25.58% |
$129K - $163K
|
17.6K
$632K
|
|
|
Feb 02, 2021
Q4 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.18K- 25.04% |
$131K - $166K
|
18.5K
$662K
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-6.64K- 69.28% |
$141K - $178K
|
2.94K
$105K
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-6.89K- 8.64% |
$146K - $185K
|
72.9K
$2.61M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-6.9K- 38.83% |
$147K - $185K
|
10.9K
$389K
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.55K- 18.64% |
$161K - $203K
|
33K
$1.18M
|
|
|
Feb 16, 2021
Q4 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.59K- 19.49% |
$161K - $204K
|
31.4K
$1.12M
|
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.89K- 18.16% |
$168K - $212K
|
35.5K
$1.27M
|
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.01K- 20.4% |
$170K - $215K
|
31.2K
$1.12M
|
|
|
Feb 04, 2021
Q4 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.83K- 56.16% |
$209K - $263K
|
7.67K
$275K
|
|
|
Jan 28, 2021
Q4 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9.9K- 44.2% |
$210K - $265K
|
12.5K
$447K
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 52.75% |
$228K - $288K
|
9.62K
$345K
|
|
|
Jan 13, 2021
Q4 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-13.2K- 8.02% |
$281K - $354K
|
152K
$5.43M
|