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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-16.6K- 19.76% |
$502K - $542K
|
67.4K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-16.7K- 10.47% |
$507K - $547K
|
143K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-17.9K- 30.03% |
$542K - $586K
|
41.8K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-20.3K- 16.8% |
$614K - $664K
|
101K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-24.1K- 39.91% |
$730K - $789K
|
36.3K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.5K- 21.96% |
$922K - $996K
|
108K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-32.1K- 23.05% |
$972K - $1.05M
|
107K
$3.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-32.3K- 42.66% |
$976K - $1.05M
|
43.4K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-35.8K- 29.31% |
$1.08M - $1.17M
|
86.5K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-55.8K- 3.55% |
$1.69M - $1.82M
|
1.52M
$52.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.1K- 67.23% |
$2.33M - $2.52M
|
37.6K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.1K- 15.35% |
$2.45M - $2.65M
|
447K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88.5K- 5.11% |
$2.68M - $2.89M
|
1.64M
$56.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.1K- 32.54% |
$3M - $3.24M
|
205K
$7.08M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-118K- 38.87% |
$3.57M - $3.86M
|
186K
$6.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-235K- 88.76% |
$7.1M - $7.67M
|
29.7K
$1.02M
|