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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.4K- 4.35% |
$1.2M - $1.28M
|
868K
$30M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-41.9K- 15.73% |
$1.27M - $1.36M
|
224K
$7.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.7K- 25.18% |
$1.57M - $1.68M
|
154K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-64.1K- 48.31% |
$1.95M - $2.09M
|
68.6K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-104K- 5.39% |
$3.15M - $3.38M
|
1.83M
$63.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-112K- 31.6% |
$3.39M - $3.63M
|
242K
$8.35M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-168K- 90.45% |
$5.1M - $5.46M
|
17.7K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-218K- 9.22% |
$6.61M - $7.09M
|
2.15M
$74.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-239K- 93.87% |
$7.24M - $7.77M
|
15.6K
$539K
|