Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6K+ 93.27% |
$260K - $281K
|
17.8K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.38KNew |
$253K - $274K
|
8.38K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.33K+ 7.3% |
$252K - $272K
|
122K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.31K+ 1.17% |
$251K - $272K
|
721K
$24.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.16KNew |
$247K - $267K
|
8.16K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.5K+ 84.11% |
$227K - $245K
|
16.4K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.29KNew |
$220K - $238K
|
7.29K
$252K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.27KNew |
$220K - $237K
|
7.27K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.7KNew |
$203K - $219K
|
6.7K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.64KNew |
$201K - $217K
|
6.64K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.6K+ 22.46% |
$200K - $216K
|
36K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6.6KNew |
$200K - $216K
|
6.6K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.3KNew |
$191K - $206K
|
6.3K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.23K+ 16.3% |
$158K - $171K
|
37.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.04K+ 1.99% |
$152K - $165K
|
258K
$8.91M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.58K+ 2.45% |
$138K - $150K
|
191K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.48KNew |
$135K - $146K
|
4.48K
$155K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.2K+ 8.9% |
$127K - $137K
|
51.4K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.03KNew |
$122K - $132K
|
4.03K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.78K+ 26.9% |
$114K - $124K
|
17.8K
$617K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.78K+ 21.12% |
$114K - $124K
|
21.7K
$749K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.64K+ 32.01% |
$110K - $119K
|
15K
$519K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.56K+ 13.82% |
$108K - $116K
|
29.3K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.7K+ 1.68% |
$81.6K - $88.1K
|
163K
$5.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.68K+ 64.43% |
$81K - $87.5K
|
6.84K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.42K+ 1472.56% |
$73.1K - $78.9K
|
2.58K
$89.2K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.19K+ 5.84% |
$66.2K - $71.6K
|
39.7K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.1K+ 1.83% |
$63.5K - $68.6K
|
117K
$4.04M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.1K+ 1.39% |
$63.4K - $68.5K
|
153K
$5.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 1.09% |
$59.9K - $64.7K
|
183K
$6.32M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.73K+ 9.09% |
$52.3K - $56.5K
|
20.8K
$717K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.57KNew |
$47.6K - $51.4K
|
1.57K
$54.3K
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.55K+ 7.26% |
$46.7K - $50.5K
|
22.8K
$790K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 13.48% |
$46.2K - $49.9K
|
12.8K
$444K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.33K+ 3.57% |
$40.2K - $43.5K
|
38.5K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.33K+ 20.87% |
$40.1K - $43.3K
|
7.67K
$265K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.23K+ 16.08% |
$37.1K - $40.1K
|
8.85K
$306K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.11K+ 8.84% |
$33.6K - $36.3K
|
13.7K
$473K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1K+ 5.33% |
$33.3K - $36K
|
21.7K
$752K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.1K+ 1.13% |
$33.1K - $35.8K
|
97.9K
$3.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 4.35% |
$30.6K - $33K
|
24.2K
$837K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$30.3K - $32.7K
|
1K
$34.6K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
880+ 0.26% |
$26.6K - $28.8K
|
342K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
826+ 1.55% |
$25K - $27K
|
54.3K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
753+ 1.13% |
$22.8K - $24.6K
|
67.3K
$2.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
749New |
$22.7K - $24.5K
|
749
$25.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
685New |
$20.7K - $22.4K
|
685
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
663+ 1.32% |
$20.1K - $21.7K
|
51K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
600New |
$18.2K - $19.6K
|
600
$20.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
523+ 1.08% |
$15.8K - $17.1K
|
48.9K
$1.69M
|