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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-237- 1.23% |
$6.29K - $7.75K
|
19K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-278- 0.89% |
$7.38K - $9.1K
|
30.8K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-300- 11.03% |
$7.97K - $9.82K
|
2.42K
$87K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-338- 9.91% |
$8.97K - $11.1K
|
3.07K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-360- 6.79% |
$9.56K - $11.8K
|
4.94K
$178K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-412- 3.51% |
$10.9K - $13.5K
|
11.3K
$407K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-425- 18.89% |
$11.3K - $13.9K
|
1.83K
$65.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-436- 3.82% |
$11.6K - $14.3K
|
11K
$395K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-506- 18.23% |
$13.4K - $16.6K
|
2.27K
$81.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-509- 4.93% |
$13.5K - $16.7K
|
9.81K
$353K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-553- 1.46% |
$14.7K - $18.1K
|
37.2K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-583- 6.52% |
$15.5K - $19.1K
|
8.36K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-605- 5.17% |
$16.1K - $19.8K
|
11.1K
$399K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-726- 1.28% |
$19.3K - $23.8K
|
55.8K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-729- 3.15% |
$19.4K - $23.9K
|
22.4K
$805K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-797- 2.42% |
$21.2K - $26.1K
|
32.1K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-917- 3.5% |
$24.3K - $30K
|
25.3K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-957- 5.42% |
$25.4K - $31.3K
|
16.7K
$601K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-961- 12.83% |
$25.5K - $31.4K
|
6.53K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.02K- 5.99% |
$27K - $33.3K
|
16K
$574K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 1.35% |
$30.4K - $37.4K
|
83.6K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.15K- 9.87% |
$30.5K - $37.6K
|
10.5K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.19K- 53.46% |
$31.6K - $39K
|
1.04K
$37.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.23K- 88.21% |
$32.6K - $40.1K
|
164
$5.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.23K- 4.71% |
$32.6K - $40.1K
|
24.8K
$892K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.25K- 3.78% |
$33.3K - $41K
|
32K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.26K- 3.95% |
$33.3K - $41.1K
|
30.5K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.39K- 16.25% |
$36.8K - $45.3K
|
7.15K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 6.54% |
$37.1K - $45.8K
|
20K
$719K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.43K- 65.97% |
$37.8K - $46.6K
|
735
$26.4K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.45K- 14.95% |
$38.6K - $47.5K
|
8.26K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 3.26% |
$41.7K - $51.4K
|
46.5K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.57K- 20.0% |
$41.7K - $51.4K
|
6.28K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.62K- 10.33% |
$42.9K - $52.9K
|
14K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.64K- 14.04% |
$43.6K - $53.8K
|
10.1K
$362K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.65K- 11.34% |
$43.9K - $54.1K
|
12.9K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.66K- 3.24% |
$44K - $54.3K
|
49.6K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.69K- 1.35% |
$44.9K - $55.4K
|
123K
$4.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.86K- 4.48% |
$49.3K - $60.8K
|
39.6K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.88K- 58.65% |
$49.9K - $61.5K
|
1.33K
$47.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 5.29% |
$57.7K - $71.1K
|
38.9K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.2K- 0.68% |
$58.5K - $72.1K
|
323K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 7.71% |
$59K - $72.7K
|
26.6K
$956K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.29K- 16.73% |
$60.7K - $74.8K
|
11.4K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.33K- 13.65% |
$61.7K - $76.1K
|
14.7K
$529K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.38K- 2.36% |
$63.1K - $77.8K
|
98.2K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.4K- 14.57% |
$63.7K - $78.5K
|
14.1K
$506K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.45K- 14.42% |
$65.1K - $80.2K
|
14.5K
$523K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.45K- 17.43% |
$65.1K - $80.3K
|
11.6K
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.58K- 11.71% |
$68.4K - $84.3K
|
19.4K
$698K
|