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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.36K- 0.69% |
$79.4K - $88.8K
|
339K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 16.98% |
$80K - $89.5K
|
11.6K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.38K- 3.87% |
$80.2K - $89.7K
|
59.1K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 10.99% |
$81.4K - $91K
|
19.6K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.47K- 27.26% |
$83.2K - $93.1K
|
6.59K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.53K- 7.13% |
$85.2K - $95.2K
|
32.9K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.72K- 0.94% |
$91.8K - $103K
|
288K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.92K- 2.81% |
$98.5K - $110K
|
101K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.95K- 24.59% |
$99.5K - $111K
|
9.06K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.5K- 2.97% |
$118K - $132K
|
114K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 4.07% |
$119K - $134K
|
83.5K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.58K- 11.57% |
$121K - $135K
|
27.3K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.86K- 1.22% |
$130K - $146K
|
314K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.29K- 2.56% |
$144K - $162K
|
163K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.36K- 22.48% |
$147K - $164K
|
15.1K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.38K- 18.48% |
$147K - $165K
|
19.3K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.74K- 10.37% |
$160K - $179K
|
40.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.94K- 0.58% |
$166K - $186K
|
853K
$28.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.3K- 12.53% |
$179K - $200K
|
37K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.42K- 29.28% |
$183K - $204K
|
13.1K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.12K- 6.26% |
$206K - $231K
|
91.6K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.99K- 14.62% |
$236K - $263K
|
40.8K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-7.2K- 2.25% |
$242K - $271K
|
312K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.3K- 99.9% |
$347K - $388K
|
10
$338
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.5K- 18.55% |
$420K - $470K
|
54.7K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-12.7K- 13.36% |
$429K - $480K
|
82.5K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 3.84% |
$458K - $513K
|
341K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 44.74% |
$515K - $576K
|
18.9K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.4K- 13.57% |
$519K - $580K
|
98.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16K- 13.7% |
$538K - $602K
|
101K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.7K- 1.12% |
$562K - $628K
|
1.48M
$49.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-24.1K- 10.26% |
$811K - $906K
|
210K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-140K- 11.56% |
$4.7M - $5.26M
|
1.07M
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244K- 51.2% |
$8.22M - $9.19M
|
232K
$7.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-284K- 97.09% |
$9.58M - $10.7M
|
8.52K
$288K
|