Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1M+ 50956.05% |
$29.4M - $32.2M
|
1.11M
$38.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108KNew |
$2.89M - $3.16M
|
108K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
106K+ 6.15% |
$2.81M - $3.08M
|
1.82M
$63.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
101K+ 117.33% |
$2.7M - $2.96M
|
188K
$6.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 6.01% |
$2.67M - $2.93M
|
1.77M
$61.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
97.9KNew |
$2.61M - $2.86M
|
97.9K
$3.38M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
73.1K+ 17006.51% |
$1.95M - $2.13M
|
73.6K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
58.1KNew |
$1.55M - $1.69M
|
58.1K
$2.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.5K+ 2.56% |
$1.16M - $1.27M
|
1.74M
$60.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43K+ 61.05% |
$1.14M - $1.25M
|
113K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.1K+ 64.3% |
$1.01M - $1.11M
|
97.4K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.2K+ 57.22% |
$936K - $1.03M
|
96.6K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.1K+ 18.64% |
$879K - $964K
|
210K
$7.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
32.1K+ 44.95% |
$853K - $935K
|
103K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
29.9K+ 14.57% |
$795K - $871K
|
235K
$8.12M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
27.6K+ 3.05% |
$733K - $804K
|
931K
$32.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
27.5K+ 25.88% |
$732K - $802K
|
134K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4K+ 136.01% |
$622K - $681K
|
40.6K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.2K+ 15.79% |
$592K - $649K
|
163K
$5.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$568K - $623K
|
21.4K
$739K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.2KNew |
$537K - $589K
|
20.2K
$698K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
19.8K+ 6.48% |
$527K - $578K
|
326K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.8K+ 3.5% |
$526K - $577K
|
585K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.9KNew |
$503K - $551K
|
18.9K
$653K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18KNew |
$478K - $524K
|
18K
$621K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.4KNew |
$411K - $450K
|
15.4K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4K+ 8.61% |
$410K - $450K
|
195K
$6.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.2K+ 10.62% |
$405K - $444K
|
159K
$5.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 4.67% |
$379K - $416K
|
319K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.8K+ 2.81% |
$340K - $373K
|
468K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.4KNew |
$330K - $362K
|
12.4K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12KNew |
$320K - $351K
|
12K
$416K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
11.9K+ 1.91% |
$318K - $348K
|
638K
$22.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$316K - $346K
|
11.9K
$410K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.6K+ 67.01% |
$310K - $339K
|
29K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 0.96% |
$290K - $318K
|
1.15M
$39.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.9KNew |
$289K - $317K
|
10.9K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 12.35% |
$277K - $303K
|
94.6K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.9KNew |
$237K - $260K
|
8.9K
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.67K+ 18.73% |
$231K - $253K
|
54.9K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.65K+ 1.93% |
$230K - $252K
|
456K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.88K+ 2.88% |
$210K - $230K
|
282K
$9.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.56KNew |
$201K - $220K
|
7.56K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.27K+ 15.78% |
$193K - $212K
|
53.4K
$1.84M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7KNew |
$186K - $204K
|
7K
$242K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.99KNew |
$186K - $204K
|
6.99K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.88K+ 49.21% |
$183K - $201K
|
20.9K
$721K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.4K+ 1.86% |
$170K - $187K
|
351K
$12.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.12K+ 4.22% |
$163K - $179K
|
151K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.44K+ 12.92% |
$145K - $159K
|
47.6K
$1.64M
|