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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
522+ 2.61% |
$15.8K - $17.1K
|
20.5K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
487+ 0.44% |
$14.7K - $15.9K
|
111K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
486+ 0.39% |
$14.7K - $15.9K
|
125K
$4.35M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
464+ 1.18% |
$14K - $15.2K
|
39.9K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
430New |
$13K - $14.1K
|
430
$15K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
355+ 3.37% |
$10.7K - $11.6K
|
10.9K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
317+ 0.23% |
$9.59K - $10.4K
|
137K
$4.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
274New |
$8.29K - $8.95K
|
274
$9.54K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
265+ 3.86% |
$8.02K - $8.66K
|
7.14K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
238+ 1.49% |
$7.2K - $7.78K
|
16.2K
$564K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
226+ 0.48% |
$6.84K - $7.39K
|
47.4K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
224+ 0.32% |
$6.78K - $7.32K
|
69.6K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
222+ 0.23% |
$6.72K - $7.25K
|
98.5K
$3.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
182+ 1.58% |
$5.51K - $5.95K
|
11.7K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
182+ 1.49% |
$5.51K - $5.95K
|
12.4K
$431K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
170New |
$5.14K - $5.56K
|
170
$5.92K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
150+ 0.46% |
$4.54K - $4.9K
|
32.8K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
128+ 0.84% |
$3.87K - $4.18K
|
15.4K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 1.05% |
$3.36K - $3.63K
|
10.7K
$373K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
81+ 1.3% |
$2.45K - $2.65K
|
6.32K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
78+ 0.5% |
$2.36K - $2.55K
|
15.7K
$546K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75New |
$2.27K - $2.45K
|
75
$2.61K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
73+ 0.16% |
$2.21K - $2.39K
|
45.4K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
72+ 1.01% |
$2.18K - $2.35K
|
7.23K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64+ 6.92% |
$1.94K - $2.09K
|
989
$34.4K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
63+ 0.63% |
$1.91K - $2.06K
|
10.1K
$352K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.48% |
$1.6K - $1.73K
|
11K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 1.69% |
$1.36K - $1.47K
|
2.7K
$94.1K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
45+ 0.48% |
$1.36K - $1.47K
|
9.43K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42New |
$1.27K - $1.37K
|
42
$1.46K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40+ 0.4% |
$1.21K - $1.31K
|
9.97K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 4.26% |
$908 - $980
|
734
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 1.12% |
$545 - $588
|
1.63K
$56.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.08% |
$514 - $556
|
20.1K
$700K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.2% |
$182 - $196
|
3.08K
$107K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.51% |
$182 - $196
|
1.19K
$41.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.11% |
$182 - $196
|
5.67K
$198K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.43% |
$151 - $163
|
1.16K
$40.5K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5+ 0.34% |
$151 - $163
|
1.47K
$51.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.41% |
$90.8 - $98
|
738
$25.7K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.46% |
$30.3 - $32.7
|
220
$7.66K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$30.3 - $32.7
|
127
$4.42K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 2.33% |
$30.3 - $32.7
|
42
$1.46K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$30.3 - $32.7
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3- 0.29% |
$90.8 - $98
|
1.03K
$36K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.53% |
$303 - $327
|
1.86K
$64.8K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-20- 0.08% |
$605 - $654
|
24.1K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-24- 0.24% |
$726 - $784
|
9.78K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 2.56% |
$1.03K - $1.11K
|
1.29K
$45K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.23% |
$1.57K - $1.7K
|
22.4K
$780K
|