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 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-368- 1.98% |
$9.79K - $10.7K
|
18.2K
$628K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-371- 0.72% |
$9.87K - $10.8K
|
51.2K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-371- 10.31% |
$9.87K - $10.8K
|
3.23K
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-378- 1.42% |
$10.1K - $11K
|
26.2K
$906K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-403- 1.3% |
$10.7K - $11.8K
|
30.6K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-433- 0.28% |
$11.5K - $12.6K
|
156K
$5.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-450- 10.37% |
$12K - $13.1K
|
3.89K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-478- 12.35% |
$12.7K - $13.9K
|
3.39K
$117K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-595- 5.33% |
$15.8K - $17.4K
|
10.6K
$365K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-600- 5.46% |
$16K - $17.5K
|
10.4K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-630- 30.43% |
$16.8K - $18.4K
|
1.44K
$49.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-652- 64.88% |
$17.3K - $19K
|
353
$12.2K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-662- 22.49% |
$17.6K - $19.3K
|
2.28K
$78.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-675- 1.99% |
$18K - $19.7K
|
33.2K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-759- 7.56% |
$20.2K - $22.1K
|
9.28K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-769- 9.65% |
$20.5K - $22.4K
|
7.2K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-852- 8.03% |
$22.7K - $24.8K
|
9.76K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-884- 0.9% |
$23.5K - $25.8K
|
97K
$3.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.05K- 77.82% |
$27.9K - $30.6K
|
299
$10.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 2.12% |
$28.1K - $30.8K
|
48.7K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.13K- 44.2% |
$30K - $32.9K
|
1.42K
$49.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.19K- 9.13% |
$31.7K - $34.8K
|
11.9K
$410K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.29K- 13.12% |
$34.3K - $37.6K
|
8.53K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.31K- 1.6% |
$34.9K - $38.2K
|
80.8K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42K- 3.17% |
$37.7K - $41.3K
|
43.4K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.47K- 18.3% |
$39.1K - $42.9K
|
6.57K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.5K- 36.67% |
$39.9K - $43.7K
|
2.59K
$89.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 4.86% |
$40.5K - $44.4K
|
29.8K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.7K- 1.13% |
$45.2K - $49.6K
|
149K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.87K- 7.72% |
$49.6K - $54.4K
|
22.3K
$771K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.88K- 10.23% |
$50K - $54.8K
|
16.5K
$570K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.88K- 10.23% |
$50K - $54.8K
|
16.5K
$570K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.99K- 2.33% |
$52.9K - $58K
|
83.4K
$2.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.03K- 48.53% |
$54K - $59.2K
|
2.15K
$74.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.19K- 7.28% |
$58.3K - $63.9K
|
27.9K
$965K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.37K- 39.53% |
$63K - $69K
|
3.62K
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.66K- 85.23% |
$70.6K - $77.4K
|
460
$15.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.69K- 13.41% |
$71.6K - $78.4K
|
17.4K
$600K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.71K- 23.65% |
$72K - $79K
|
8.74K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.78K- 4.37% |
$73.8K - $80.9K
|
60.7K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.84K- 0.39% |
$75.6K - $82.9K
|
735K
$25.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.25K- 63.84% |
$86.5K - $94.8K
|
1.84K
$63.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.35K- 2.65% |
$89.1K - $97.6K
|
123K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.43K- 7.16% |
$91.3K - $100K
|
44.5K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.44K- 8.64% |
$91.4K - $100K
|
36.3K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.5K- 33.4% |
$93.1K - $102K
|
6.98K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.54K- 3.68% |
$94.1K - $103K
|
92.5K
$3.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.98K- 7.28% |
$106K - $116K
|
50.7K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.19K- 15.59% |
$111K - $122K
|
22.7K
$784K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.42K- 6.92% |
$118K - $129K
|
59.5K
$2.06M
|