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 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
317+ 0.23% |
$9.59K - $10.4K
|
137K
$4.24M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
274New |
$8.29K - $8.95K
|
274
$8.5K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
265+ 3.86% |
$8.02K - $8.66K
|
7.14K
$221K
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
238+ 1.49% |
$7.2K - $7.78K
|
16.2K
$502K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
224+ 0.32% |
$6.78K - $7.32K
|
69.6K
$2.16M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
222+ 0.23% |
$6.72K - $7.25K
|
98.5K
$3.05M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
182+ 1.58% |
$5.51K - $5.95K
|
11.7K
$362K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
182+ 1.49% |
$5.51K - $5.95K
|
12.4K
$384K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
170New |
$5.14K - $5.56K
|
170
$5.27K
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
150+ 0.46% |
$4.54K - $4.9K
|
32.8K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
128+ 0.84% |
$3.87K - $4.18K
|
15.4K
$477K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 1.05% |
$3.36K - $3.63K
|
10.7K
$332K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
81+ 1.3% |
$2.45K - $2.65K
|
6.32K
$196K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
78+ 0.5% |
$2.36K - $2.55K
|
15.7K
$486K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75New |
$2.27K - $2.45K
|
75
$2.33K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
73+ 0.16% |
$2.21K - $2.39K
|
45.4K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
72+ 1.01% |
$2.18K - $2.35K
|
7.23K
$224K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64+ 6.92% |
$1.94K - $2.09K
|
989
$30.7K
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
63+ 0.63% |
$1.91K - $2.06K
|
10.1K
$314K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.48% |
$1.6K - $1.73K
|
11K
$342K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 1.69% |
$1.36K - $1.47K
|
2.7K
$83.8K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
45+ 0.48% |
$1.36K - $1.47K
|
9.43K
$293K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42New |
$1.27K - $1.37K
|
42
$1.3K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40+ 0.4% |
$1.21K - $1.31K
|
9.97K
$309K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 4.26% |
$908 - $980
|
734
$22.8K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 1.12% |
$545 - $588
|
1.63K
$50.4K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.08% |
$514 - $556
|
20.1K
$624K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.51% |
$182 - $196
|
1.19K
$36.7K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.2% |
$182 - $196
|
3.08K
$95.5K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5+ 0.34% |
$151 - $163
|
1.47K
$45.5K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.43% |
$151 - $163
|
1.16K
$36K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.41% |
$90.8 - $98
|
738
$22.9K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$30.3 - $32.7
|
127
$3.94K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.46% |
$30.3 - $32.7
|
220
$6.82K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$30.3 - $32.7
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3- 0.29% |
$90.8 - $98
|
1.03K
$32.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.53% |
$303 - $327
|
1.86K
$57.7K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-20- 0.08% |
$605 - $654
|
24.1K
$747K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-24- 0.24% |
$726 - $784
|
9.78K
$303K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 2.56% |
$1.03K - $1.11K
|
1.29K
$40.1K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.23% |
$1.57K - $1.7K
|
22.4K
$694K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-56- 0.78% |
$1.69K - $1.83K
|
7.17K
$222K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61- 0.43% |
$1.85K - $1.99K
|
14.1K
$437K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.75% |
$2.42K - $2.61K
|
10.6K
$327K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-85- 0.48% |
$2.57K - $2.78K
|
17.5K
$541K
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-94- 0.68% |
$2.84K - $3.07K
|
13.7K
$424K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-106- 3.88% |
$3.21K - $3.46K
|
2.63K
$81.5K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-127- 0.6% |
$3.84K - $4.15K
|
20.9K
$648K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-130- 9.99% |
$3.93K - $4.25K
|
1.17K
$36.3K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-149- 0.32% |
$4.51K - $4.87K
|
46.4K
$1.44M
|