Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-986- 2.5% |
$30.8K - $33K
|
38.5K
$1.33M
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1K- 7.55% |
$31.3K - $33.5K
|
12.3K
$423K
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-1.1K- 2.31% |
$34.3K - $36.7K
|
46.3K
$1.6M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 10.95% |
$35.8K - $38.4K
|
9.32K
$322K
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
SELL
|
- |
-1.24K- 6.39% |
$38.9K - $41.7K
|
18.2K
$630K
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.54K- 4.55% |
$48.2K - $51.7K
|
32.4K
$1.12M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 35.03% |
$52K - $55.7K
|
3.08K
$107K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.68K- 3.18% |
$52.4K - $56.1K
|
51K
$1.76M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 9.52% |
$55.3K - $59.3K
|
16.8K
$581K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 5.59% |
$56.2K - $60.2K
|
30.3K
$1.05M
|
|
Jul 26, 2021
Q2 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-1.86K- 2.68% |
$58.1K - $62.3K
|
67.5K
$2.33M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.86K- 1.44% |
$58.2K - $62.3K
|
128K
$4.41M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.92KClosed |
$59.9K - $64.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 3.83% |
$61.4K - $65.8K
|
49.3K
$1.7M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.04K- 4.02% |
$63.7K - $68.3K
|
48.6K
$1.68M
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.09K- 15.59% |
$65.2K - $69.9K
|
11.3K
$390K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.46K- 6.65% |
$76.8K - $82.3K
|
34.5K
$1.19M
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.61K- 14.02% |
$81.7K - $87.6K
|
16K
$554K
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.77K- 26.03% |
$86.7K - $93K
|
7.88K
$272K
|
|
Aug 06, 2021
Q2 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.87K- 1.74% |
$89.6K - $96K
|
162K
$5.61M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.91KClosed |
$90.9K - $97.4K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.07K- 3.61% |
$96K - $103K
|
82K
$2.83M
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.18K- 2.48% |
$99.4K - $107K
|
125K
$4.32M
|
|
Aug 13, 2021
Q2 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 4.61% |
$110K - $118K
|
73K
$2.52M
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-3.71K- 3.76% |
$116K - $124K
|
94.8K
$3.28M
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.79K- 23.29% |
$118K - $127K
|
12.5K
$431K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.34K- 6.08% |
$136K - $145K
|
67K
$2.32M
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-4.36K- 2.43% |
$136K - $146K
|
175K
$6.04M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.48K- 19.19% |
$171K - $184K
|
23.1K
$797K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.54K- 19.59% |
$173K - $186K
|
22.7K
$786K
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.54K- 5.66% |
$173K - $186K
|
92.4K
$3.19M
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.55K- 5.68% |
$173K - $186K
|
92.1K
$3.18M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.82K- 26.54% |
$182K - $195K
|
16.1K
$556K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.01K- 19.17% |
$188K - $201K
|
25.3K
$876K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.47KClosed |
$202K - $217K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.54KClosed |
$205K - $219K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-6.74K- 13.74% |
$211K - $226K
|
42.3K
$1.46M
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-7.28KClosed |
$228K - $244K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.49K- 27.68% |
$234K - $251K
|
19.6K
$677K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.15K- 5.2% |
$255K - $273K
|
149K
$5.14M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.49K- 6.5% |
$266K - $285K
|
122K
$4.22M
|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-8.54K- 4.99% |
$267K - $286K
|
163K
$5.62M
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.56K- 58.45% |
$268K - $287K
|
6.08K
$210K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-8.57K- 2.05% |
$268K - $287K
|
411K
$14.2M
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.59KClosed |
$269K - $288K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.64KClosed |
$270K - $289K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.66K- 55.55% |
$271K - $290K
|
6.93K
$239K
|
|
Aug 28, 2024
Q2 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.89K- 39.19% |
$278K - $298K
|
13.8K
$477K
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-9.29KClosed |
$291K - $311K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-9.65K- 3.37% |
$302K - $323K
|
277K
$9.57M
|