Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 3.89% |
$59.5K - $63.8K
|
52.3K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.68K+ 1.22% |
$51K - $54.7K
|
139K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.51K+ 6.25% |
$45.7K - $49K
|
25.6K
$884K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.28K+ 109.9% |
$38.7K - $41.5K
|
2.44K
$84.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 19.09% |
$38.5K - $41.2K
|
7.91K
$273K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.18KNew |
$35.6K - $38.2K
|
1.18K
$40.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
993+ 3.03% |
$30.1K - $32.3K
|
33.8K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
891+ 3.16% |
$27K - $29K
|
29.1K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
860+ 3.84% |
$26.1K - $28K
|
23.3K
$804K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
859+ 2.48% |
$26.1K - $27.9K
|
35.5K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
854+ 32.51% |
$25.9K - $27.8K
|
3.48K
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
750+ 0.76% |
$22.8K - $24.4K
|
99.2K
$3.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
729+ 0.4% |
$22.1K - $23.7K
|
184K
$6.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
700New |
$21.2K - $22.8K
|
700
$24.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
634+ 15.02% |
$19.2K - $20.6K
|
4.86K
$168K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
633+ 3.05% |
$19.2K - $20.6K
|
21.4K
$739K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
630+ 0.38% |
$19.1K - $20.5K
|
166K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
621+ 3.78% |
$18.8K - $20.2K
|
17K
$589K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
612+ 2.98% |
$18.6K - $19.9K
|
21.1K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
557+ 8.44% |
$16.9K - $18.1K
|
7.16K
$247K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
540+ 3.6% |
$16.4K - $17.6K
|
15.6K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
536+ 6.06% |
$16.3K - $17.4K
|
9.39K
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
529+ 4.45% |
$16K - $17.2K
|
12.4K
$429K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
525+ 3.84% |
$15.9K - $17.1K
|
14.2K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
490+ 6.73% |
$14.9K - $15.9K
|
7.78K
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
483+ 2.3% |
$14.7K - $15.7K
|
21.5K
$742K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
467+ 0.86% |
$14.2K - $15.2K
|
54.7K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
456New |
$13.8K - $14.8K
|
456
$15.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450+ 38.76% |
$13.7K - $14.6K
|
1.61K
$55.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
441+ 1.81% |
$13.4K - $14.3K
|
24.8K
$856K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
439+ 0.93% |
$13.3K - $14.3K
|
47.9K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
429+ 9.35% |
$13K - $14K
|
5.02K
$173K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
417+ 6.59% |
$12.7K - $13.6K
|
6.74K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
221+ 0.05% |
$6.71K - $7.19K
|
448K
$15.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$6.07K - $6.51K
|
200
$6.91K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
189+ 343.64% |
$5.73K - $6.15K
|
244
$8.43K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
167+ 0.33% |
$5.07K - $5.43K
|
51.1K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
139+ 0.31% |
$4.22K - $4.52K
|
45.6K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
138New |
$4.19K - $4.49K
|
138
$4.77K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
114New |
$3.46K - $3.71K
|
114
$3.94K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 0.3% |
$2.64K - $2.83K
|
29.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
87+ 0.92% |
$2.64K - $2.83K
|
9.52K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
86+ 0.24% |
$2.61K - $2.8K
|
36.1K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
77+ 0.77% |
$2.34K - $2.5K
|
10K
$347K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
73New |
$2.21K - $2.37K
|
73
$2.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68+ 0.23% |
$2.06K - $2.21K
|
29.8K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
63+ 0.54% |
$1.91K - $2.05K
|
11.6K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
62+ 0.47% |
$1.88K - $2.02K
|
13.3K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62+ 0.34% |
$1.88K - $2.02K
|
18.2K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
61+ 0.6% |
$1.85K - $1.98K
|
10.2K
$352K
|