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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.63KNew |
$32.7K - $37.8K
|
1.63K
$53.8K
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 11.11% |
$30.7K - $35.5K
|
15.3K
$506K
|
|
|
Oct 09, 2020
Q3 2020
|
Family Legacy, Inc.
|
BUY
|
- |
1.44K+ 2.78% |
$29K - $33.6K
|
53.3K
$1.76M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24K+ 4.93% |
$24.9K - $28.8K
|
26.4K
$872K
|
|
|
Nov 09, 2020
Q3 2020
|
Truepoint, Inc.
|
BUY
|
- |
1K+ 1.25% |
$20.1K - $23.2K
|
81K
$2.68M
|
|
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
809+ 1.1% |
$16.3K - $18.8K
|
74.7K
$2.47M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
757New |
$15.2K - $17.6K
|
757
$25K
|
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
708+ 0.82% |
$14.2K - $16.5K
|
86.5K
$2.86M
|
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
BUY
|
- |
705+ 64.38% |
$14.2K - $16.4K
|
1.8K
$59.6K
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 7.18% |
$10.6K - $12.2K
|
7.85K
$260K
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
330+ 1.8% |
$6.63K - $7.67K
|
18.6K
$616K
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276+ 0.2% |
$5.54K - $6.41K
|
137K
$4.53M
|
|
|
Nov 19, 2020
Q3 2020
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
112New |
$2.25K - $2.6K
|
112
$3.71K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101New |
$2.03K - $2.35K
|
101
$3.34K
|
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
58+ 0.41% |
$1.17K - $1.35K
|
14.3K
$473K
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
37New |
$743 - $860
|
37
$1.22K
|
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26New |
$522 - $604
|
26
$860
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 0.74% |
$462 - $535
|
3.14K
$104K
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
BUY
|
- |
17+ 0.24% |
$342 - $395
|
7.21K
$239K
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
9+ 0.06% |
$181 - $209
|
16.3K
$538K
|
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7+ 0.06% |
$141 - $163
|
11.1K
$367K
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
7+ 0.14% |
$141 - $163
|
5.17K
$171K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$100 - $116
|
11.9K
$395K
|
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.86% |
$40.2 - $46.5
|
235
$7.78K
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1Closed |
$20.1 - $23.2
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 0.19% |
$482 - $558
|
12.4K
$411K
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$502 - $581
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 1.94% |
$844 - $976
|
2.12K
$70.3K
|
|
|
Oct 15, 2020
Q3 2020
|
Arden Trust CO
|
SELL
|
- |
-48- 0.49% |
$964 - $1.12K
|
9.81K
$324K
|
|
|
Nov 13, 2020
Q3 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-50- 0.21% |
$1K - $1.16K
|
23.6K
$780K
|
|
|
Oct 19, 2020
Q3 2020
|
Moller Financial Services
|
SELL
|
- |
-113- 1.08% |
$2.27K - $2.63K
|
10.4K
$344K
|
|
|
Oct 06, 2020
Q3 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-151- 0.3% |
$3.03K - $3.51K
|
50K
$1.66M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-197- 0.36% |
$3.96K - $4.58K
|
54.4K
$1.8M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-198- 0.87% |
$3.98K - $4.6K
|
22.6K
$749K
|
|
|
Oct 14, 2020
Q3 2020
|
Simplex Trading, LLC
|
SELL
|
- |
-204- 64.76% |
$4.1K - $4.74K
|
111
$3.67K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-213- 3.57% |
$4.28K - $4.95K
|
5.76K
$190K
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-216- 13.95% |
$4.34K - $5.02K
|
1.33K
$44.1K
|
|
|
Oct 27, 2020
Q3 2020
|
Plimoth Trust CO LLC
|
SELL
|
- |
-281- 1.59% |
$5.65K - $6.53K
|
17.4K
$577K
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-400- 2.67% |
$8.04K - $9.3K
|
14.6K
$482K
|
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
SELL
|
- |
-413- 1.28% |
$8.3K - $9.6K
|
31.8K
$1.05M
|
|
|
Oct 20, 2020
Q3 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-498- 3.19% |
$10K - $11.6K
|
15.1K
$500K
|
|
|
Oct 30, 2020
Q3 2020
|
West Bancorporation Inc
|
SELL
|
- |
-507- 1.4% |
$10.2K - $11.8K
|
35.7K
$1.18M
|
|
|
Oct 20, 2020
Q3 2020
|
First Command Bank
|
SELL
|
- |
-580- 9.39% |
$11.7K - $13.5K
|
5.6K
$185K
|
|
|
Oct 19, 2020
Q3 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-580- 9.39% |
$11.7K - $13.5K
|
5.6K
$185K
|
|
|
Oct 26, 2020
Q3 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-582Closed |
$11.7K - $13.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-606- 1.96% |
$12.2K - $14.1K
|
30.3K
$1M
|
|
|
Jan 13, 2023
Q3 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-621- 5.82% |
$12.5K - $14.4K
|
10.1K
$333K
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-692- 76.72% |
$13.9K - $16.1K
|
210
$6.95K
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-699- 5.44% |
$14K - $16.2K
|
12.2K
$402K
|