Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-897- 3.66% |
$24.9K - $27.5K
|
23.6K
$850K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-902- 1.55% |
$25.1K - $27.6K
|
57.2K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-971- 5.41% |
$27K - $29.8K
|
17K
$611K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-998- 7.89% |
$27.7K - $30.6K
|
11.7K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 3.36% |
$27.9K - $30.7K
|
28.8K
$1.04M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.01K- 4.01% |
$28.1K - $31K
|
24.1K
$869K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.08K- 8.98% |
$30.1K - $33.2K
|
11K
$394K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.02% |
$32.4K - $35.7K
|
56.5K
$2.03M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.17K- 8.2% |
$32.4K - $35.7K
|
13.1K
$469K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 38.08% |
$32.9K - $36.3K
|
1.93K
$69.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.28K- 12.66% |
$35.5K - $39.1K
|
8.81K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 5.88% |
$36.8K - $40.5K
|
21.2K
$762K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.48K- 20.6% |
$41.2K - $45.5K
|
5.72K
$206K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.56K- 3.27% |
$43.3K - $47.7K
|
46K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 3.94% |
$44.5K - $49K
|
39K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.65K- 37.29% |
$45.9K - $50.6K
|
2.78K
$99.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 4.12% |
$49K - $54K
|
41K
$1.48M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.77K- 18.95% |
$49.3K - $54.4K
|
7.59K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.79K- 1.25% |
$49.9K - $55K
|
142K
$5.11M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2.13K- 3.06% |
$59.3K - $65.4K
|
67.5K
$2.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.23K- 8.81% |
$62.1K - $68.4K
|
23.1K
$831K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.35K- 2.86% |
$65.2K - $71.9K
|
79.7K
$2.87M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.43K- 17.18% |
$67.4K - $74.4K
|
11.7K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 5.06% |
$71.2K - $78.5K
|
48.1K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.71K- 14.35% |
$75.4K - $83.1K
|
16.2K
$582K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.98K- 10.26% |
$82.7K - $91.2K
|
26K
$936K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.04K- 4.83% |
$84.4K - $93.1K
|
59.9K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.35K- 37.9% |
$93K - $103K
|
5.49K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.58K- 5.89% |
$99.4K - $110K
|
57.2K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.7K- 33.57% |
$103K - $114K
|
7.33K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.84K- 7.19% |
$107K - $118K
|
49.5K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.88K- 2.57% |
$108K - $119K
|
147K
$5.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.01K- 3.98% |
$111K - $123K
|
96.7K
$3.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.04K- 22.2% |
$112K - $124K
|
14.1K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.61K- 7.75% |
$128K - $141K
|
54.9K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.64K- 20.82% |
$129K - $142K
|
17.7K
$635K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.72K- 1.35% |
$131K - $145K
|
346K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-4.74K- 23.71% |
$132K - $145K
|
15.2K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.75K- 4.07% |
$132K - $146K
|
112K
$4.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.78K- 12.31% |
$133K - $146K
|
34K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.23K- 3.54% |
$145K - $160K
|
142K
$5.12M
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-5.67K- 15.77% |
$158K - $174K
|
30.3K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.83K- 5.98% |
$162K - $179K
|
91.6K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.55K- 41.26% |
$182K - $201K
|
9.32K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.68K- 6.88% |
$186K - $205K
|
90.3K
$3.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-6.71K- 6.45% |
$186K - $206K
|
97.3K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7K- 7.57% |
$195K - $215K
|
85.5K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-7.06K- 8.73% |
$196K - $216K
|
73.8K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.11K- 35.17% |
$197K - $218K
|
13.1K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7.31K- 57.19% |
$203K - $224K
|
5.47K
$197K
|