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 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.59K- 4.4% |
$122K - $134K
|
99.8K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.76K- 35.02% |
$127K - $139K
|
8.83K
$305K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.8K- 28.85% |
$128K - $140K
|
11.8K
$409K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.84K- 3.61% |
$129K - $141K
|
129K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.27K- 3.53% |
$140K - $154K
|
144K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.36K- 8.97% |
$143K - $156K
|
54.4K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.67K- 5.32% |
$151K - $165K
|
101K
$3.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.36K- 3.79% |
$169K - $185K
|
162K
$5.58M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.92K- 46.81% |
$184K - $202K
|
7.87K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7.14K- 4.81% |
$190K - $208K
|
141K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.96K- 78.17% |
$212K - $232K
|
2.22K
$76.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8K- 6.04% |
$213K - $233K
|
124K
$4.3M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-8.06K- 36.33% |
$215K - $235K
|
14.1K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.08K- 2.74% |
$215K - $236K
|
286K
$9.89M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.13K- 15.58% |
$216K - $237K
|
44.1K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.75K- 14.29% |
$233K - $255K
|
52.5K
$1.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10.8K- 14.62% |
$288K - $315K
|
63.1K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-11K- 46.22% |
$291K - $319K
|
12.7K
$441K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11.6K- 39.94% |
$307K - $337K
|
17.4K
$600K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 2.85% |
$320K - $351K
|
410K
$14.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.3K- 24.01% |
$326K - $357K
|
38.8K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.4K- 18.61% |
$383K - $420K
|
63K
$2.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 37.42% |
$390K - $428K
|
24.5K
$848K
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15.7K- 13.1% |
$417K - $457K
|
104K
$3.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.3K- 4.95% |
$540K - $592K
|
390K
$13.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-20.7K- 4.88% |
$549K - $602K
|
402K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 21.74% |
$606K - $665K
|
82.1K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.4K- 16.73% |
$623K - $683K
|
117K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27.4K- 4.25% |
$730K - $800K
|
618K
$21.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-30.9K- 39.05% |
$822K - $901K
|
48.2K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.5K- 35.8% |
$919K - $1.01M
|
62K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35K- 1.55% |
$930K - $1.02M
|
2.21M
$76.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36K- 3.41% |
$958K - $1.05M
|
1.02M
$35.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.8K- 5.94% |
$980K - $1.07M
|
584K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.8K- 79.81% |
$1.11M - $1.22M
|
10.6K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-53.6K- 80.06% |
$1.43M - $1.56M
|
13.3K
$461K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54K- 12.08% |
$1.44M - $1.57M
|
393K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65.3K- 54.73% |
$1.74M - $1.9M
|
54K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-71.7K- 99.4% |
$1.91M - $2.09M
|
430
$14.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-106K- 46.24% |
$2.82M - $3.1M
|
123K
$4.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-161K- 93.58% |
$4.28M - $4.69M
|
11K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.01M- 36.12% |
$26.9M - $29.5M
|
1.79M
$61.8M
|