Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q1 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
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
487
+ 15.66%
$13.3K - $15.6K
3.6K $119K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
485
+ 3.79%
$13.2K - $15.6K
13.3K $439K
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
467
+ 2.5%
$12.7K - $15K
19.2K $635K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
426
+ 2.63%
$11.6K - $13.7K
16.6K $550K
May 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
BUY
 -
366
+ 2.19%
$9.99K - $11.8K
17.1K $566K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
354
+ 0.62%
$9.66K - $11.4K
57.4K $1.9M
May 08, 2023 Q1 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
337
+ 0.31%
$9.2K - $10.8K
109K $3.61M
May 02, 2023 Q1 2023
Tfg Advisers LLC

BUY
 -
331
+ 0.65%
$9.04K - $10.6K
51.6K $1.71M
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
330
+ 2.69%
$9.01K - $10.6K
12.6K $416K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
330
+ 2.47%
$9.01K - $10.6K
13.7K $454K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
206
New
$5.62K - $6.62K
206 $6.82K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
198
+ 8.37%
$5.41K - $6.36K
2.56K $84.8K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
175
+ 0.55%
$4.78K - $5.62K
31.9K $1.06M
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

BUY
 -
161
+ 0.51%
$4.4K - $5.17K
31.5K $1.04M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
150
+ 3.04%
$4.1K - $4.82K
5.09K $168K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
144
New
$3.93K - $4.63K
144 $4.76K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
134
+ 0.16%
$3.66K - $4.31K
84.2K $2.79M
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
130
+ 0.23%
$3.55K - $4.18K
57.6K $1.91M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
114
New
$3.11K - $3.66K
114 $3.77K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
63
+ 0.38%
$1.72K - $2.02K
16.7K $552K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
50
+ 2.48%
$1.37K - $1.61K
2.07K $68.5K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
44
+ 1.92%
$1.2K - $1.41K
2.33K $77.2K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
29
New
$792 - $932
29 $960
Apr 20, 2023 Q1 2023
Marino, Stram & Associates LLC

BUY
 -
27
+ 0.14%
$737 - $868
20K $662K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
26
+ 0.23%
$710 - $835
11.2K $371K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
11
+ 0.41%
$300 - $353
2.67K $88.2K
May 15, 2023 Q1 2023
Gyl Financial Synergies, LLC

BUY
 -
7
+ 0.02%
$191 - $225
31K $1.03M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
4
+ 0.01%
$109 - $129
62.5K $2.07M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
4
+ 0.04%
$109 - $129
10.2K $337K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
3
+ 0.3%
$81.9 - $96.4
1.01K $33.3K
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
3
+ 0.33%
$81.9 - $96.4
905 $29.9K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
3
+ 0.03%
$81.9 - $96.4
11.7K $389K
Apr 14, 2023 Q1 2023
John W. Brooker & Co., Cp As

BUY
 -
2
+ 0.03%
$54.6 - $64.3
7.75K $257K
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
2
+ 0.01%
$54.6 - $64.3
26.4K $874K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
1
+ 0.0%
$27.3 - $32.1
58K $1.92M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.82%
$27.3 - $32.1
123 $4.07K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-5
- 0.06%
$137 - $161
8.58K $284K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-23
- 0.22%
$628 - $739
10.5K $347K
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

SELL
 -
-36
- 0.44%
$983 - $1.16K
8.12K $269K
Apr 25, 2023 Q1 2023
Halbert Hargrove Global Advisors, LLC

SELL
 -
-44
- 0.13%
$1.2K - $1.41K
33.8K $1.12M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-50
- 0.22%
$1.37K - $1.61K
23.1K $763K
Sep 18, 2023 Q1 2023
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-65
- 0.58%
$1.77K - $2.09K
11.2K $370K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

SELL
 -
-91
- 0.29%
$2.48K - $2.92K
30.9K $1.02M
May 01, 2023 Q1 2023
Csenge Advisory Group

SELL
 -
-105
- 0.67%
$2.87K - $3.37K
15.6K $516K
Apr 18, 2023 Q1 2023
New Hampshire Trust

Concord, NH
SELL
 -
-115
- 0.96%
$3.14K - $3.69K
11.9K $393K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-117
Closed
$3.19K - $3.76K
0 $0
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

SELL
 -
-137
- 0.68%
$3.74K - $4.4K
19.9K $658K
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
SELL
 -
-146
- 1.45%
$3.99K - $4.69K
9.93K $328K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

SELL
 -
-180
- 0.31%
$4.91K - $5.78K
58.1K $1.92M

Track Institutional and Insider Activities on DES

Follow WISDOMTREE TR U.S. SMALLCAP DI and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DES shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Tr U.S. Smallcap Di insider buys or sells DES shares.

Notify only if

News

Receive news related to WISDOMTREE TR U.S. SMALLCAP DI

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DES