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 06, 2020
Q3 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-750- 0.5% |
$15.1K - $17.4K
|
149K
$4.92M
|
|
Nov 13, 2020
Q3 2020
|
Simmons Bank
|
SELL
|
- |
-1K- 8.03% |
$20.1K - $23.2K
|
11.5K
$379K
|
|
Nov 05, 2020
Q3 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.09K- 5.84% |
$21.8K - $25.2K
|
17.5K
$579K
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38KClosed |
$27.8K - $32.2K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.41K- 7.76% |
$28.2K - $32.7K
|
16.7K
$553K
|
|
Oct 20, 2020
Q3 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 1.04% |
$29.5K - $34.1K
|
140K
$4.64M
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 8.25% |
$30.1K - $34.9K
|
16.7K
$552K
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.62K- 6.04% |
$32.6K - $37.7K
|
25.2K
$835K
|
|
Nov 12, 2020
Q3 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.63K- 10.6% |
$32.7K - $37.9K
|
13.8K
$455K
|
|
Oct 13, 2020
Q3 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.8K- 15.4% |
$36.2K - $41.8K
|
9.89K
$327K
|
|
Nov 13, 2020
Q3 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.89K- 5.09% |
$38K - $44K
|
35.3K
$1.17M
|
|
Oct 29, 2020
Q3 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.98K- 8.7% |
$39.8K - $46.1K
|
20.8K
$688K
|
|
Nov 05, 2020
Q3 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-2K- 11.41% |
$40.2K - $46.5K
|
15.5K
$514K
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.17K- 39.93% |
$43.5K - $50.3K
|
3.26K
$108K
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.25K- 8.86% |
$45.1K - $52.2K
|
23.1K
$765K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.28K- 8.16% |
$45.9K - $53.1K
|
25.7K
$850K
|
|
Nov 02, 2020
Q3 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.7K- 4.95% |
$54.3K - $62.8K
|
51.8K
$1.72M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.8K- 6.65% |
$56.2K - $65K
|
39.3K
$1.3M
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.82K- 15.27% |
$56.6K - $65.5K
|
15.6K
$517K
|
|
Nov 02, 2020
Q3 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.09K- 14.75% |
$62K - $71.7K
|
17.8K
$590K
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.29K- 15.47% |
$66.1K - $76.4K
|
18K
$594K
|
|
Nov 12, 2020
Q3 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.42K- 24.63% |
$68.7K - $79.5K
|
10.5K
$346K
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.52K- 45.59% |
$70.7K - $81.8K
|
4.2K
$139K
|
|
Nov 06, 2020
Q3 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.91K- 13.67% |
$78.5K - $90.8K
|
24.7K
$817K
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-3.95K- 62.75% |
$79.4K - $91.8K
|
2.35K
$77.6K
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.96K- 19.61% |
$79.5K - $92K
|
16.2K
$537K
|
|
Feb 24, 2021
Q3 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.05K- 9.26% |
$81.4K - $94.2K
|
39.7K
$1.31M
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.21KClosed |
$84.5K - $97.7K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.21K- 22.73% |
$84.7K - $97.9K
|
14.3K
$474K
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 18.12% |
$90.6K - $105K
|
20.4K
$674K
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 24.1% |
$97.5K - $113K
|
15.3K
$506K
|
|
Apr 19, 2024
Q3 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5K- 23.87% |
$100K - $116K
|
15.9K
$527K
|
|
Oct 30, 2020
Q3 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.12K- 1.83% |
$103K - $119K
|
275K
$9.1M
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.23K- 5.25% |
$105K - $121K
|
94.4K
$3.12M
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.5KClosed |
$111K - $128K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.97K- 14.26% |
$120K - $139K
|
35.9K
$1.19M
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.16K- 9.22% |
$124K - $143K
|
60.6K
$2M
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.44K- 27.19% |
$129K - $150K
|
17.3K
$571K
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.68K- 3.89% |
$134K - $155K
|
165K
$5.45M
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.81K- 31.8% |
$137K - $158K
|
14.6K
$484K
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7KClosed |
$141K - $163K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.43K- 6.56% |
$149K - $173K
|
106K
$3.5M
|
|
Oct 13, 2020
Q3 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.49K- 5.35% |
$150K - $174K
|
132K
$4.38M
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-8.23KClosed |
$165K - $191K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-8.41K- 9.32% |
$169K - $195K
|
81.7K
$2.71M
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.44K- 36.02% |
$170K - $196K
|
15K
$496K
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.51K- 10.4% |
$171K - $198K
|
73.3K
$2.43M
|
|
Nov 09, 2020
Q3 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.56K- 17.89% |
$172K - $199K
|
39.3K
$1.3M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.65K- 20.2% |
$174K - $201K
|
34.2K
$1.13M
|
|
Oct 14, 2020
Q3 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.8K- 37.32% |
$197K - $228K
|
16.5K
$545K
|