Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182K+ 29.02% |
$4.84M - $5.96M
|
810K
$29.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
181KNew |
$4.8M - $5.92M
|
181K
$6.51M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
170KNew |
$4.51M - $5.56M
|
170K
$6.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137KNew |
$3.63M - $4.48M
|
137K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
131K+ 13.94% |
$3.48M - $4.29M
|
1.07M
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
124KNew |
$3.3M - $4.07M
|
124K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.1K+ 5.55% |
$2.63M - $3.24M
|
1.89M
$67.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
89.1KNew |
$2.37M - $2.92M
|
89.1K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.7K+ 11.07% |
$1.58M - $1.95M
|
599K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
59.4K+ 3.25% |
$1.58M - $1.94M
|
1.89M
$67.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56.6KNew |
$1.5M - $1.85M
|
56.6K
$2.04M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
53.4KNew |
$1.42M - $1.75M
|
53.4K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52K+ 21.46% |
$1.38M - $1.7M
|
295K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 51.47% |
$1.25M - $1.54M
|
139K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.1K+ 584.38% |
$851K - $1.05M
|
37.5K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.8KNew |
$791K - $975K
|
29.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
29.6K+ 118.47% |
$787K - $970K
|
54.6K
$1.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
28.2K+ 250.06% |
$748K - $921K
|
39.4K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27K+ 43.51% |
$716K - $883K
|
89K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
25.4KNew |
$674K - $831K
|
25.4K
$914K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.1K+ 20.99% |
$586K - $722K
|
127K
$4.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
21K+ 17.77% |
$558K - $688K
|
139K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 2.76% |
$507K - $625K
|
712K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
18.7KNew |
$498K - $613K
|
18.7K
$674K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18K+ 1803700.0% |
$479K - $590K
|
18K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18K+ 0.85% |
$479K - $590K
|
2.13M
$76.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
17.5KNew |
$466K - $574K
|
17.5K
$631K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 3.25% |
$442K - $544K
|
528K
$19M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
16.5K+ 1206.2% |
$439K - $541K
|
17.9K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
16.3K+ 2.62% |
$433K - $533K
|
639K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 210.25% |
$428K - $528K
|
23.8K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.4K+ 6.48% |
$408K - $503K
|
253K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.1K+ 10.58% |
$376K - $463K
|
148K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
13.3K+ 9.09% |
$354K - $437K
|
160K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$350K - $431K
|
13.2K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 13.56% |
$339K - $417K
|
107K
$3.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.7K+ 8.08% |
$338K - $417K
|
171K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.3K+ 97.18% |
$326K - $401K
|
24.9K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.5KNew |
$305K - $376K
|
11.5K
$413K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 4.78% |
$302K - $372K
|
249K
$8.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.77K+ 6.87% |
$233K - $287K
|
136K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.15KNew |
$190K - $234K
|
7.15K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.05K+ 6.8% |
$187K - $231K
|
111K
$3.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.85K+ 8.01% |
$182K - $224K
|
92.3K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.74KNew |
$179K - $221K
|
6.74K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.63KNew |
$176K - $217K
|
6.63K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.45K+ 36.57% |
$171K - $211K
|
24.1K
$867K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.35KNew |
$169K - $208K
|
6.35K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.3K+ 25.3% |
$167K - $206K
|
31.2K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
6.24KNew |
$166K - $204K
|
6.24K
$225K
|