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 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-351- 1.5% |
$10.6K - $11.4K
|
23.1K
$799K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-408- 0.84% |
$12.4K - $13.3K
|
48.4K
$1.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 7.65% |
$13.2K - $14.1K
|
5.24K
$181K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-450- 5.03% |
$13.7K - $14.6K
|
8.5K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-500- 3.0% |
$15.2K - $16.3K
|
16.2K
$559K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-503- 0.88% |
$15.3K - $16.4K
|
56.7K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-510- 16.56% |
$15.5K - $16.6K
|
2.57K
$88.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-540- 7.04% |
$16.4K - $17.6K
|
7.13K
$247K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-638- 9.33% |
$19.4K - $20.8K
|
6.2K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-654- 4.32% |
$19.8K - $21.3K
|
14.5K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-655- 2.27% |
$19.9K - $21.3K
|
28.2K
$974K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-681- 1.92% |
$20.7K - $22.2K
|
34.8K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-695- 3.41% |
$21.1K - $22.6K
|
19.7K
$681K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-724- 7.35% |
$22K - $23.6K
|
9.13K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-732- 99.73% |
$22.2K - $23.8K
|
2
$69.1
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-743- 5.78% |
$22.5K - $24.2K
|
12.1K
$418K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-744- 39.98% |
$22.6K - $24.2K
|
1.12K
$38.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-775- 1.67% |
$23.5K - $25.2K
|
45.6K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-827- 2.76% |
$25.1K - $26.9K
|
29.1K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-876- 1.31% |
$26.6K - $28.5K
|
66.2K
$2.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-982- 6.06% |
$29.8K - $31.9K
|
15.2K
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-988- 38.15% |
$30K - $32.1K
|
1.6K
$55.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.01K- 3.72% |
$30.6K - $32.8K
|
26.1K
$902K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.12K- 2.58% |
$33.9K - $36.4K
|
42.3K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.2K- 11.35% |
$36.4K - $39K
|
9.37K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.2K- 4.96% |
$36.4K - $39K
|
23K
$795K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.22K- 4.39% |
$37.1K - $39.8K
|
26.6K
$921K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.24K- 0.81% |
$37.5K - $40.2K
|
151K
$5.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.24K- 9.45% |
$37.5K - $40.2K
|
11.8K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.28K- 0.37% |
$38.9K - $41.7K
|
341K
$11.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.31K- 7.32% |
$39.6K - $42.5K
|
16.5K
$571K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.34K- 4.57% |
$40.7K - $43.6K
|
28K
$967K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 1.12% |
$42.2K - $45.3K
|
123K
$4.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.43K- 3.72% |
$43.5K - $46.6K
|
37.1K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 68.45% |
$44.8K - $48K
|
680
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.54K- 2.21% |
$46.7K - $50.1K
|
68K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 6.64% |
$48K - $51.4K
|
22.2K
$769K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.58K- 13.03% |
$48.1K - $51.5K
|
10.6K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.68K- 1.22% |
$50.8K - $54.5K
|
135K
$4.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.71K- 10.0% |
$51.9K - $55.6K
|
15.4K
$531K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.71K- 12.67% |
$51.9K - $55.6K
|
11.8K
$407K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.78K- 3.32% |
$54K - $57.9K
|
51.9K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.82K- 14.73% |
$55.3K - $59.3K
|
10.6K
$365K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.86K- 3.91% |
$56.4K - $60.5K
|
45.8K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.88K- 69.55% |
$57K - $61.2K
|
823
$28.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2K- 10.37% |
$60.5K - $64.9K
|
17.2K
$596K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.05K- 24.23% |
$62K - $66.5K
|
6.4K
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.11K- 13.44% |
$63.9K - $68.5K
|
13.6K
$469K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 3.78% |
$65.9K - $70.7K
|
55.2K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.38K- 9.41% |
$72.2K - $77.4K
|
22.9K
$791K
|