Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-343- 0.37% |
$10.5K - $12K
|
92.2K
$3.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 3.36% |
$10.7K - $12.2K
|
10.1K
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-350- 3.26% |
$10.7K - $12.2K
|
10.4K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-395- 2.01% |
$12.1K - $13.8K
|
19.3K
$664K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-402- 0.88% |
$12.3K - $14K
|
45.2K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-412- 3.13% |
$12.6K - $14.4K
|
12.8K
$439K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-414- 3.33% |
$12.7K - $14.5K
|
12K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-461- 0.05% |
$14.1K - $16.1K
|
853K
$29.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-543- 2.35% |
$16.6K - $19K
|
22.6K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-585- 0.59% |
$17.9K - $20.4K
|
98.6K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-587- 3.86% |
$18K - $20.5K
|
14.6K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-632- 6.69% |
$19.3K - $22.1K
|
8.82K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-684- 0.45% |
$20.9K - $23.9K
|
152K
$5.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-712- 0.51% |
$21.8K - $24.9K
|
138K
$4.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-727- 5.12% |
$22.3K - $25.4K
|
13.5K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-769- 1.12% |
$23.5K - $26.9K
|
68.1K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 20.57% |
$24.5K - $27.9K
|
3.09K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-805- 10.59% |
$24.6K - $28.1K
|
6.8K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-813- 1.62% |
$24.9K - $28.4K
|
49.5K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-893- 5.03% |
$27.3K - $31.2K
|
16.8K
$579K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.55% |
$31.3K - $35.7K
|
65.1K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.06K- 4.27% |
$32.4K - $36.9K
|
23.7K
$815K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 2.06% |
$33K - $37.7K
|
51.2K
$1.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-1.09K- 9.58% |
$33.4K - $38.1K
|
10.3K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.1K- 1.85% |
$33.6K - $38.3K
|
58.2K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25K- 17.53% |
$38.4K - $43.8K
|
5.9K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.29K- 12.48% |
$39.5K - $45.1K
|
9.06K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.29K- 1.3% |
$39.5K - $45.1K
|
97.7K
$3.36M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.36K- 14.93% |
$41.7K - $47.6K
|
7.76K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.37K- 7.92% |
$42K - $47.9K
|
15.9K
$548K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.46K- 2.67% |
$44.8K - $51.1K
|
53.2K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.48K- 2.54% |
$45.4K - $51.8K
|
56.9K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.49K- 2.48% |
$45.5K - $51.9K
|
58.3K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.5K- 17.9% |
$45.9K - $52.4K
|
6.88K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.54K- 10.62% |
$47.1K - $53.7K
|
13K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.55K- 16.03% |
$47.3K - $54K
|
8.09K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.6K- 15.1% |
$48.8K - $55.7K
|
8.97K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.69K- 4.55% |
$51.7K - $58.9K
|
35.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.71K- 21.97% |
$52.3K - $59.6K
|
6.07K
$209K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.8K- 0.56% |
$55K - $62.7K
|
319K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.82K- 6.31% |
$55.8K - $63.6K
|
27.1K
$931K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 4.12% |
$58.1K - $66.3K
|
44.2K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 1.35% |
$63.5K - $72.5K
|
152K
$5.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.17K- 11.1% |
$66.4K - $75.8K
|
17.4K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.4K- 12.81% |
$73.5K - $83.8K
|
16.3K
$562K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.41K- 8.61% |
$73.8K - $84.2K
|
25.6K
$880K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.65K- 1.83% |
$81.2K - $92.7K
|
142K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.77K- 17.25% |
$84.9K - $96.8K
|
13.3K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.78K- 5.32% |
$85K - $96.9K
|
49.4K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.79K- 3.11% |
$85.4K - $97.5K
|
87K
$2.99M
|