Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-45- 0.32% |
$1.52K - $1.7K
|
14K
$483K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-100- 1.62% |
$3.37K - $3.77K
|
6.09K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-128- 0.63% |
$4.31K - $4.82K
|
20K
$693K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 8.09% |
$8.43K - $9.42K
|
2.84K
$98.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-288- 4.22% |
$9.71K - $10.9K
|
6.53K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-318- 3.6% |
$10.7K - $12K
|
8.5K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-452- 1.77% |
$15.2K - $17K
|
25.1K
$869K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-453- 1.91% |
$15.3K - $17.1K
|
23.2K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-487- 0.98% |
$16.4K - $18.4K
|
49K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-492- 1.11% |
$16.6K - $18.5K
|
43.7K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-517- 2.38% |
$17.4K - $19.5K
|
21.2K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-699- 4.32% |
$23.6K - $26.3K
|
15.5K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-770- 6.69% |
$25.9K - $29K
|
10.7K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-775- 0.51% |
$26.1K - $29.2K
|
151K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.11K- 6.57% |
$37.4K - $41.8K
|
15.8K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.15K- 1.96% |
$38.6K - $43.2K
|
57.2K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.17K- 2.7% |
$39.4K - $44.1K
|
42.2K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.2K- 11.68% |
$40.5K - $45.3K
|
9.09K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.35K- 7.86% |
$45.5K - $50.9K
|
15.8K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.81K- 5.1% |
$61K - $68.3K
|
33.7K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.84K- 2.26% |
$61.9K - $69.3K
|
79.6K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.38K- 3.87% |
$80.2K - $89.7K
|
59.1K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.92K- 2.81% |
$98.5K - $110K
|
101K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.95K- 24.59% |
$99.5K - $111K
|
9.06K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.38K- 18.48% |
$147K - $165K
|
19.3K
$667K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.74K- 10.37% |
$160K - $179K
|
40.9K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.12K- 6.26% |
$206K - $231K
|
91.6K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.99K- 14.62% |
$236K - $263K
|
40.8K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.3K- 99.9% |
$347K - $388K
|
10
$346
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-12.7K- 13.36% |
$429K - $480K
|
82.5K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-284K- 97.09% |
$9.58M - $10.7M
|
8.52K
$295K
|