Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
244K+ 465.37% |
$6.79M - $7.49M
|
297K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
158KNew |
$4.39M - $4.84M
|
158K
$5.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129K+ 207.9% |
$3.58M - $3.95M
|
191K
$6.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.1K+ 18.23% |
$2.31M - $2.55M
|
539K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.6K+ 554.66% |
$1.63M - $1.8M
|
69.2K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.2K+ 20.29% |
$1.59M - $1.75M
|
339K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.9K+ 24.63% |
$1.33M - $1.47M
|
242K
$8.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.3K+ 7.59% |
$1.23M - $1.36M
|
628K
$21.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.1K+ 9.43% |
$1.23M - $1.35M
|
512K
$17.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7K+ 11.41% |
$908K - $1M
|
319K
$11M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
31.8KNew |
$883K - $973K
|
31.8K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
27.4K+ 63.24% |
$762K - $840K
|
70.8K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 31.23% |
$352K - $388K
|
53.2K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.5K+ 100.81% |
$347K - $383K
|
24.9K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.6KNew |
$323K - $356K
|
11.6K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
11K+ 1.18% |
$305K - $337K
|
942K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.8K+ 91.26% |
$301K - $332K
|
22.7K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.99K+ 8.03% |
$278K - $306K
|
134K
$4.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.93K+ 9.6% |
$276K - $304K
|
113K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$267K - $294K
|
9.6K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
9.15K+ 55.48% |
$254K - $280K
|
25.6K
$886K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.95KNew |
$249K - $274K
|
8.95K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.48K+ 8.77% |
$236K - $260K
|
105K
$3.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
7.23K+ 12.22% |
$201K - $222K
|
66.4K
$2.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
7.09K+ 5.07% |
$197K - $217K
|
147K
$5.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6.95K+ 4.68% |
$193K - $213K
|
156K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.91K+ 3.9% |
$192K - $212K
|
184K
$6.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.71K+ 4.23% |
$187K - $206K
|
165K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.57K+ 14.77% |
$183K - $201K
|
51.1K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.07K+ 1.9% |
$169K - $186K
|
326K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.72K+ 34.98% |
$159K - $175K
|
22.1K
$763K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.41K+ 1.38% |
$150K - $166K
|
399K
$13.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.58K+ 16.4% |
$127K - $140K
|
32.5K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
4.54K+ 1.39% |
$126K - $139K
|
330K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.52K+ 7.86% |
$125K - $138K
|
62K
$2.14M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.43K+ 3.89% |
$123K - $136K
|
118K
$4.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.04K+ 5.73% |
$112K - $124K
|
74.6K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.86K+ 3.87% |
$107K - $118K
|
104K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.76K+ 6.84% |
$104K - $115K
|
58.7K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.63K+ 27.2% |
$101K - $111K
|
17K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.47K+ 10.85% |
$96.5K - $106K
|
35.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 1.4% |
$81.9K - $90.4K
|
213K
$7.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.86K+ 2.21% |
$79.5K - $87.7K
|
132K
$4.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2.75KNew |
$76.4K - $84.3K
|
2.75K
$95K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.74K+ 21.51% |
$76.2K - $84K
|
15.5K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 1.12% |
$73.2K - $80.8K
|
238K
$8.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.51K+ 2.0% |
$69.6K - $76.8K
|
128K
$4.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.39KNew |
$66.4K - $73.2K
|
2.39K
$82.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.31K+ 7.57% |
$64.3K - $70.9K
|
32.9K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.28KNew |
$63.4K - $69.9K
|
2.28K
$78.8K
|