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 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.6KClosed |
$310K - $391K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-15.1K- 3.58% |
$322K - $405K
|
407K
$14.6M
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18.7KClosed |
$398K - $501K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19.5K- 27.74% |
$414K - $522K
|
50.7K
$1.81M
|
|
|
Feb 03, 2021
Q4 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-19.7K- 12.04% |
$419K - $528K
|
144K
$5.15M
|
|
|
Feb 04, 2021
Q4 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21.3K- 10.64% |
$453K - $572K
|
179K
$6.41M
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22K- 13.3% |
$468K - $590K
|
143K
$5.13M
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.9K- 16.06% |
$507K - $640K
|
125K
$4.47M
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.5K- 20.29% |
$562K - $709K
|
104K
$3.72M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.4K- 5.01% |
$583K - $736K
|
520K
$18.6M
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-28K- 4.34% |
$595K - $750K
|
616K
$22.1M
|
|
|
Feb 01, 2021
Q4 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-29.1K- 24.1% |
$619K - $780K
|
91.7K
$3.28M
|
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29.9K- 26.69% |
$636K - $802K
|
82.1K
$2.94M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.2KClosed |
$726K - $916K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.5K- 25.22% |
$734K - $925K
|
102K
$3.66M
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-35.5K- 25.63% |
$755K - $953K
|
103K
$3.69M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.6K- 15.11% |
$778K - $981K
|
206K
$7.36M
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-36.7K- 70.32% |
$780K - $984K
|
15.5K
$555K
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-45.6K- 81.58% |
$969K - $1.22M
|
10.3K
$369K
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.4KClosed |
$985K - $1.24M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.3K- 48.73% |
$1M - $1.27M
|
49.7K
$1.78M
|
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-48.4K- 38.21% |
$1.03M - $1.3M
|
78.3K
$2.8M
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-98.3K- 5.97% |
$2.09M - $2.64M
|
1.55M
$55.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Destination Wealth Management
|
SELL
|
- |
-98.8K- 24.37% |
$2.1M - $2.65M
|
307K
$11M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-114K- 81.39% |
$2.42M - $3.05M
|
26K
$931K
|
|
|
Jan 29, 2021
Q4 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-156K- 56.72% |
$3.32M - $4.18M
|
119K
$4.26M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185K- 22.39% |
$3.94M - $4.97M
|
642K
$23M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-264K- 46.82% |
$5.6M - $7.07M
|
299K
$10.7M
|
|
|
Jan 27, 2021
Q4 2020
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-300KClosed |
$6.38M - $8.04M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-375K- 53.77% |
$7.98M - $10.1M
|
323K
$11.5M
|