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 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.43K- 6.69% |
$73.7K - $79K
|
33.9K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.51K- 7.55% |
$76.2K - $81.7K
|
30.8K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.56K- 1.62% |
$77.6K - $83.2K
|
156K
$5.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 96.79% |
$78.6K - $84.3K
|
86
$2.97K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.02K- 20.67% |
$91.5K - $98.1K
|
11.6K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3.13K- 2.84% |
$94.9K - $102K
|
107K
$3.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.41K- 24.8% |
$104K - $111K
|
10.4K
$358K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.5K- 29.19% |
$106K - $114K
|
8.49K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.56K- 73.8% |
$108K - $116K
|
1.27K
$43.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.58K- 2.71% |
$108K - $116K
|
129K
$4.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.93K- 33.85% |
$119K - $128K
|
7.69K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.96K- 1.53% |
$120K - $129K
|
254K
$8.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.06K- 3.32% |
$123K - $132K
|
118K
$4.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.75K- 5.51% |
$144K - $154K
|
81.4K
$2.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.86K- 14.39% |
$147K - $158K
|
28.9K
$998K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.93K- 0.94% |
$150K - $160K
|
518K
$17.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.02K- 12.59% |
$152K - $163K
|
34.9K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.31K- 6.09% |
$161K - $173K
|
81.9K
$2.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.39K- 5.5% |
$163K - $175K
|
92.5K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.8K- 0.68% |
$176K - $189K
|
853K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.05K- 20.18% |
$214K - $229K
|
27.9K
$963K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.58K- 11.25% |
$230K - $247K
|
59.8K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-7.73K- 1.21% |
$234K - $251K
|
630K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.8K- 52.79% |
$237K - $254K
|
6.97K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.25K- 7.7% |
$250K - $269K
|
99K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.92K- 49.98% |
$271K - $290K
|
8.93K
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.47K- 5.83% |
$287K - $308K
|
153K
$5.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-10.7K- 10.68% |
$326K - $349K
|
89.8K
$3.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.9K- 0.72% |
$330K - $354K
|
1.51M
$52.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.9K- 10.18% |
$361K - $387K
|
105K
$3.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-12.2K- 15.05% |
$370K - $397K
|
68.8K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.4K- 9.04% |
$376K - $403K
|
125K
$4.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-12.4K- 38.83% |
$376K - $404K
|
19.5K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13K- 32.64% |
$393K - $422K
|
26.7K
$924K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6K- 15.65% |
$413K - $443K
|
73.4K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-17.4K- 7.96% |
$528K - $566K
|
201K
$6.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-17.5K- 10.26% |
$531K - $570K
|
153K
$5.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.6K- 25.17% |
$533K - $571K
|
52.2K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.9K- 5.72% |
$666K - $714K
|
361K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 20.68% |
$679K - $728K
|
85.9K
$2.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-23.1K- 13.16% |
$702K - $753K
|
153K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.6K- 41.44% |
$776K - $832K
|
36.1K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.4K- 1.19% |
$800K - $858K
|
2.2M
$75.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.4K- 1.19% |
$800K - $858K
|
2.2M
$75.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-27.8K- 32.17% |
$844K - $905K
|
58.6K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-28.7K- 36.27% |
$869K - $932K
|
50.3K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-29.3K- 70.19% |
$889K - $953K
|
12.4K
$430K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.6K- 11.01% |
$899K - $964K
|
240K
$8.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34K- 38.37% |
$1.03M - $1.11M
|
54.7K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.3K- 41.76% |
$1.04M - $1.12M
|
47.9K
$1.65M
|