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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.46K- 21.96% |
$44K - $47.5K
|
5.17K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.78% |
$46.4K - $50.1K
|
53.7K
$1.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.59K- 4.84% |
$47.9K - $51.8K
|
31.1K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.59K- 0.49% |
$47.9K - $51.8K
|
322K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.62K- 70.98% |
$49K - $52.9K
|
662
$21.9K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.63K- 1.02% |
$49.2K - $53.1K
|
158K
$5.24M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.65K- 17.87% |
$49.9K - $54K
|
7.59K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.75K- 12.84% |
$53K - $57.3K
|
11.9K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.76K- 10.42% |
$53.3K - $57.5K
|
15.1K
$501K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.91K- 9.92% |
$57.7K - $62.4K
|
17.3K
$574K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.94K- 3.9% |
$58.5K - $63.2K
|
47.6K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2K- 15.91% |
$60.5K - $65.4K
|
10.6K
$350K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.02K- 8.77% |
$61K - $65.9K
|
21K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.06K- 23.04% |
$62.4K - $67.4K
|
6.89K
$228K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.1K- 20.04% |
$63.5K - $68.6K
|
8.38K
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 4.55% |
$66.5K - $71.9K
|
46.1K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.33K- 11.99% |
$70.4K - $76K
|
17.1K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.38K- 16.37% |
$72K - $77.8K
|
12.2K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.39K- 0.77% |
$72.2K - $78K
|
309K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.39K- 1.71% |
$72.3K - $78.1K
|
137K
$4.54M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.51K- 3.0% |
$75.9K - $82K
|
81K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.53K- 0.8% |
$76.6K - $82.7K
|
316K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.64K- 8.64% |
$79.8K - $86.2K
|
27.9K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.64K- 4.81% |
$79.8K - $86.2K
|
52.3K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.66K- 8.94% |
$80.6K - $87K
|
27.1K
$897K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.94K- 13.94% |
$88.8K - $95.9K
|
18.1K
$599K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.07K- 88.47% |
$92.8K - $100K
|
400
$13.2K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.09K- 3.47% |
$93.6K - $101K
|
86.2K
$2.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.18K- 15.99% |
$96K - $104K
|
16.7K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.35K- 9.13% |
$101K - $109K
|
33.3K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.48K- 26.89% |
$105K - $114K
|
9.45K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 1.84% |
$124K - $134K
|
219K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.13K- 10.44% |
$125K - $135K
|
35.4K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.97K- 5.7% |
$150K - $162K
|
82.2K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.12K- 5.55% |
$155K - $167K
|
87.2K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.14K- 30.74% |
$155K - $168K
|
11.6K
$383K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-5.21K- 4.51% |
$158K - $170K
|
110K
$3.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.88K- 7.77% |
$178K - $192K
|
69.8K
$2.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.05K- 19.93% |
$183K - $198K
|
24.3K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 9.76% |
$219K - $237K
|
67K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.28K- 4.86% |
$251K - $271K
|
162K
$5.37M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.07K- 40.5% |
$274K - $296K
|
13.3K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9.39K- 6.6% |
$284K - $307K
|
133K
$4.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.88K- 2.51% |
$299K - $323K
|
383K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-10.9K- 44.21% |
$330K - $357K
|
13.8K
$456K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.1K- 2.08% |
$336K - $363K
|
523K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11.7K- 46.14% |
$355K - $383K
|
13.7K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.8K- 47.42% |
$357K - $386K
|
13.1K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 38.69% |
$455K - $491K
|
23.8K
$788K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.4K- 21.15% |
$466K - $503K
|
57.4K
$1.9M
|