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 29, 2020
Q3 2020
|
Nbt Bank N A
|
SELL
|
- |
-10.9K- 28.49% |
$220K - $254K
|
27.5K
$909K
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.2K- 8.02% |
$225K - $261K
|
129K
$4.26M
|
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.9KClosed |
$239K - $277K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-13KClosed |
$261K - $302K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 23.64% |
$270K - $312K
|
43.4K
$1.44M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.5K- 40.45% |
$272K - $314K
|
19.9K
$658K
|
|
|
Oct 23, 2020
Q3 2020
|
Bcs Wealth Management
|
SELL
|
- |
-13.9K- 10.26% |
$279K - $323K
|
121K
$4.02M
|
|
|
Nov 10, 2020
Q3 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14.4K- 43.43% |
$288K - $334K
|
18.7K
$619K
|
|
|
Nov 13, 2020
Q3 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 15.5% |
$289K - $334K
|
78.4K
$2.59M
|
|
|
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.4K- 14.01% |
$310K - $359K
|
94.7K
$3.13M
|
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-15.6K- 1.48% |
$314K - $364K
|
1.04M
$34.4M
|
|
|
Oct 29, 2020
Q3 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-15.8K- 24.71% |
$317K - $366K
|
48K
$1.59M
|
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.8K- 21.45% |
$317K - $366K
|
57.7K
$1.91M
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.5K- 1.63% |
$331K - $383K
|
991K
$32.8M
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.3KClosed |
$347K - $401K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 7.23% |
$380K - $439K
|
242K
$8.02M
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.4KClosed |
$389K - $450K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-19.7K- 19.85% |
$397K - $459K
|
79.7K
$2.64M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.5K- 12.12% |
$412K - $476K
|
149K
$4.92M
|
|
|
Oct 13, 2020
Q3 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22.5K- 16.7% |
$451K - $522K
|
112K
$3.71M
|
|
|
Nov 06, 2020
Q3 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-24.5K- 16.84% |
$491K - $568K
|
121K
$4M
|
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24.5K- 55.61% |
$491K - $568K
|
19.5K
$646K
|
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-25.2K- 15.38% |
$506K - $586K
|
139K
$4.59M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.4K- 2.6% |
$530K - $613K
|
987K
$32.7M
|
|
|
Nov 06, 2020
Q3 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-30.5K- 15.7% |
$612K - $708K
|
164K
$5.41M
|
|
|
Oct 26, 2020
Q3 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-32.7K- 14.05% |
$658K - $761K
|
200K
$6.63M
|
|
|
Oct 05, 2020
Q3 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-38.9K- 41.03% |
$781K - $904K
|
55.9K
$1.85M
|
|
|
Nov 12, 2020
Q3 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-40.1KClosed |
$806K - $933K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-49.1K- 29.04% |
$987K - $1.14M
|
120K
$3.97M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-53.1K- 56.72% |
$1.07M - $1.23M
|
40.5K
$1.34M
|
|
|
Oct 14, 2020
Q3 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-59.4K- 51.72% |
$1.19M - $1.38M
|
55.4K
$1.83M
|
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
SELL
|
- |
-60.7KClosed |
$1.22M - $1.41M
|
0
$0
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-63.1KClosed |
$1.27M - $1.47M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.2KClosed |
$1.27M - $1.47M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
SELL
|
- |
-79.6K- 73.37% |
$1.6M - $1.85M
|
28.9K
$956K
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-91.3KClosed |
$1.83M - $2.12M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93.5K- 41.76% |
$1.88M - $2.17M
|
130K
$4.31M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-100K- 7.27% |
$2.02M - $2.34M
|
1.28M
$42.4M
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-114K- 37.75% |
$2.28M - $2.64M
|
187K
$6.2M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-136K- 14.12% |
$2.73M - $3.16M
|
827K
$27.4M
|
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-178K- 51.92% |
$3.59M - $4.15M
|
165K
$5.47M
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-199K- 23.63% |
$4M - $4.63M
|
644K
$21.3M
|