Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
698KNew |
$14M - $16.2M
|
698K
$23.1M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
96.7K+ 224.93% |
$1.94M - $2.25M
|
140K
$4.62M
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
93.1K+ 495.55% |
$1.87M - $2.16M
|
112K
$3.7M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.2K+ 4.98% |
$1.57M - $1.82M
|
1.65M
$54.5M
|
|
|
Mar 10, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
62.2KNew |
$1.25M - $1.44M
|
62.2K
$2.06M
|
|
|
Oct 13, 2020
Q3 2020
|
Beacon Financial Group
|
BUY
|
- |
54.3K+ 42.67% |
$1.09M - $1.26M
|
182K
$6.01M
|
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
BUY
|
- |
53KNew |
$1.06M - $1.23M
|
53K
$1.75M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.9K+ 12.98% |
$801K - $927K
|
347K
$11.5M
|
|
|
Nov 02, 2020
Q3 2020
|
Brightworth
|
BUY
|
- |
35.1K+ 41.02% |
$706K - $816K
|
121K
$4M
|
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
33.9K+ 39.4% |
$682K - $789K
|
120K
$3.97M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.6K+ 215.1% |
$636K - $735K
|
46.4K
$1.53M
|
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
30.1K+ 7.66% |
$604K - $698K
|
423K
$14M
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2K+ 38.94% |
$546K - $632K
|
97K
$3.21M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.6K+ 4.56% |
$494K - $571K
|
563K
$18.6M
|
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20KNew |
$401K - $464K
|
20K
$660K
|
|
|
May 10, 2021
Q3 2020
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
17.8K+ 3.34% |
$357K - $413K
|
549K
$18.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$293K - $339K
|
14.6K
$483K
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.4KNew |
$289K - $334K
|
14.4K
$476K
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Counselors Inc
|
BUY
|
- |
13.5K+ 12.28% |
$271K - $313K
|
123K
$4.07M
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
12.2K+ 41.05% |
$245K - $284K
|
41.9K
$1.39M
|
|
|
Nov 12, 2020
Q3 2020
|
Destination Wealth Management
|
BUY
|
- |
11.8K+ 3.01% |
$238K - $275K
|
405K
$13.4M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.4KNew |
$229K - $265K
|
11.4K
$377K
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.9KNew |
$219K - $253K
|
10.9K
$361K
|
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.7K+ 20.53% |
$216K - $249K
|
63K
$2.08M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 7.85% |
$213K - $246K
|
145K
$4.81M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 5.08% |
$211K - $244K
|
217K
$7.18M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.44K+ 1.52% |
$190K - $219K
|
632K
$20.9M
|
|
|
Nov 02, 2020
Q3 2020
|
Key F Inancial Inc
|
BUY
|
- |
9.2K+ 13.14% |
$185K - $214K
|
79.2K
$2.62M
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
9.05KNew |
$182K - $210K
|
9.05K
$299K
|
|
|
Nov 04, 2020
Q3 2020
|
Hc Advisors, LLC
|
BUY
|
- |
8.66K+ 6.95% |
$174K - $201K
|
133K
$4.41M
|
|
|
Oct 22, 2020
Q3 2020
|
Webster Bank, N. A.
|
BUY
|
- |
6.86KNew |
$138K - $159K
|
6.86K
$227K
|
|
|
Oct 20, 2020
Q3 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.99KNew |
$120K - $139K
|
5.99K
$198K
|
|
|
May 24, 2021
Q3 2020
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
5.73K+ 4.64% |
$115K - $133K
|
129K
$4.27M
|
|
|
Oct 01, 2020
Q3 2020
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.45K+ 1.29% |
$109K - $127K
|
426K
$14.1M
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.1K+ 10.8% |
$102K - $119K
|
52.3K
$1.73M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
4.51K+ 34.01% |
$90.6K - $105K
|
17.8K
$588K
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.28KNew |
$86K - $99.5K
|
4.28K
$142K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
3.95K+ 168.46% |
$79.4K - $91.8K
|
6.3K
$208K
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.63K+ 43.42% |
$72.9K - $84.3K
|
12K
$396K
|
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.62K+ 5.66% |
$72.7K - $84.1K
|
67.5K
$2.23M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21K+ 34.86% |
$64.6K - $74.7K
|
12.4K
$411K
|
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
BUY
|
- |
3.21K+ 50.37% |
$64.5K - $74.6K
|
9.58K
$317K
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 0.59% |
$64.5K - $74.6K
|
548K
$18.1M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 7.55% |
$55.3K - $64K
|
39.2K
$1.3M
|
|
|
Nov 05, 2020
Q3 2020
|
Jnba Financial Advisors
|
BUY
|
- |
2.4K+ 1.36% |
$48.3K - $55.8K
|
179K
$5.93M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.33K+ 14.96% |
$46.7K - $54K
|
17.9K
$591K
|
|
|
Oct 13, 2020
Q3 2020
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.21KNew |
$44.4K - $51.4K
|
2.21K
$73.2K
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
1.94K+ 18.54% |
$38.9K - $45K
|
12.4K
$410K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
1.77KNew |
$35.6K - $41.2K
|
1.77K
$58.7K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.71KNew |
$34.3K - $39.7K
|
1.71K
$56.5K
|