Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-197- 0.92% |
$6.64K - $7.42K
|
21.2K
$714K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 2.38% |
$8.09K - $9.05K
|
9.83K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-242- 21.28% |
$8.16K - $9.12K
|
895
$30.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 8.09% |
$8.43K - $9.42K
|
2.84K
$95.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-279- 5.45% |
$9.4K - $10.5K
|
4.84K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-286- 2.17% |
$9.64K - $10.8K
|
12.9K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-288- 4.22% |
$9.71K - $10.9K
|
6.53K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-314- 2.15% |
$10.6K - $11.8K
|
14.3K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-318- 3.6% |
$10.7K - $12K
|
8.5K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-328- 2.78% |
$11.1K - $12.4K
|
11.5K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-355- 0.72% |
$12K - $13.4K
|
49.1K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-368- 4.55% |
$12.4K - $13.9K
|
7.72K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-448- 0.23% |
$15.1K - $16.9K
|
196K
$6.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-452- 1.77% |
$15.2K - $17K
|
25.1K
$848K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-453- 1.91% |
$15.3K - $17.1K
|
23.2K
$785K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-487- 0.98% |
$16.4K - $18.4K
|
49K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-492- 1.11% |
$16.6K - $18.5K
|
43.7K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-517- 2.38% |
$17.4K - $19.5K
|
21.2K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-553- 5.05% |
$18.6K - $20.8K
|
10.4K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-573- 1.26% |
$19.3K - $21.6K
|
44.9K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-645- 1.14% |
$21.7K - $24.3K
|
56.1K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-668- 5.16% |
$22.5K - $25.2K
|
12.3K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-699- 4.32% |
$23.6K - $26.3K
|
15.5K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-710- 5.13% |
$23.9K - $26.8K
|
13.1K
$444K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-719- 5.03% |
$24.2K - $27.1K
|
13.6K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-752- 4.46% |
$25.3K - $28.3K
|
16.1K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-763- 1.49% |
$25.7K - $28.8K
|
50.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-764- 2.62% |
$25.7K - $28.8K
|
28.4K
$960K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-770- 6.69% |
$25.9K - $29K
|
10.7K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-775- 0.51% |
$26.1K - $29.2K
|
151K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-819- 1.81% |
$27.6K - $30.9K
|
44.4K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-890- 6.69% |
$30K - $33.5K
|
12.4K
$419K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.02K- 1.59% |
$34.3K - $38.4K
|
62.9K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 5.06% |
$37.1K - $41.5K
|
20.6K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.11K- 6.57% |
$37.4K - $41.8K
|
15.8K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 1.13% |
$37.6K - $42.1K
|
97.5K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.13K- 89.33% |
$38.1K - $42.6K
|
135
$4.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.15K- 1.96% |
$38.6K - $43.2K
|
57.2K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.17K- 2.7% |
$39.4K - $44.1K
|
42.2K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.2K- 11.68% |
$40.5K - $45.3K
|
9.09K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.35K- 7.86% |
$45.5K - $50.9K
|
15.8K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.5K- 11.13% |
$50.6K - $56.5K
|
12K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.58K- 2.78% |
$53.3K - $59.7K
|
55.4K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.64K- 0.71% |
$55.2K - $61.7K
|
228K
$7.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.68K- 3.92% |
$56.6K - $63.3K
|
41.2K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 14.37% |
$57.3K - $64K
|
10.1K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.81K- 5.1% |
$61K - $68.3K
|
33.7K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 5.63% |
$61.7K - $69K
|
30.7K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.84K- 2.26% |
$61.9K - $69.3K
|
79.6K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.1K- 7.05% |
$70.7K - $79.1K
|
27.6K
$933K
|