Purchases and Sales Made in Q3 2023 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

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 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
2.15K
New
$59.6K - $65.8K
2.15K $74.2K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
2.11K
+ 0.12%
$58.6K - $64.6K
1.83M $63.1M
Nov 13, 2023 Q3 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.98K
+ 13.63%
$54.9K - $60.5K
16.5K $569K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
1.8K
New
$50K - $55.2K
1.8K $62.2K
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.69K
+ 1.52%
$47K - $51.9K
113K $3.89M
Oct 30, 2023 Q3 2023
Del Sette Capital Management, LLC

BUY
 -
1.67K
+ 1.35%
$46.4K - $51.2K
125K $4.32M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.65K
+ 3.47%
$45.8K - $50.5K
49.2K $1.7M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.34K
+ 11.92%
$37.3K - $41.2K
12.6K $436K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
1.26K
+ 1.51%
$35K - $38.6K
84.7K $2.93M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
1.2K
+ 11.12%
$33.3K - $36.8K
12K $414K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
1.04K
+ 2.58%
$29K - $31.9K
41.4K $1.43M
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
852
+ 1.45%
$23.7K - $26.1K
59.5K $2.05M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
799
+ 8.15%
$22.2K - $24.5K
10.6K $367K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
645
+ 2.01%
$17.9K - $19.8K
32.7K $1.13M
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
612
+ 0.83%
$17K - $18.8K
74.2K $2.56M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
602
+ 6.17%
$16.7K - $18.5K
10.4K $358K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
595
New
$16.5K - $18.2K
595 $20.6K
Oct 10, 2023 Q3 2023
Melone Private Wealth, LLC

BUY
 -
583
+ 0.43%
$16.2K - $17.9K
136K $4.7M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
504
+ 7.22%
$14K - $15.4K
7.49K $259K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
413
+ 0.25%
$11.5K - $12.7K
164K $5.65M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
373
+ 1.24%
$10.4K - $11.4K
30.3K $1.05M
Oct 28, 2024 Q3 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
364
+ 0.78%
$10.1K - $11.2K
46.9K $1.62M
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

BUY
 -
360
+ 0.23%
$10K - $11K
156K $5.4M
Oct 31, 2023 Q3 2023
Opus Capital Group, LLC

BUY
 -
306
+ 0.96%
$8.5K - $9.38K
32.2K $1.11M
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
264
+ 1.07%
$7.34K - $8.09K
25K $864K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
244
+ 3.5%
$6.78K - $7.48K
7.22K $250K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
225
+ 1.98%
$6.25K - $6.9K
11.6K $400K
Aug 28, 2024 Q3 2023
Farmers National Bank

Danville, KY
BUY
 -
221
+ 0.5%
$6.14K - $6.77K
44.3K $1.53M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
196
+ 2.75%
$5.45K - $6.01K
7.34K $254K
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
192
+ 1.38%
$5.34K - $5.88K
14.1K $486K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
167
+ 6.8%
$4.64K - $5.12K
2.62K $90.6K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
120
+ 0.87%
$3.33K - $3.68K
13.9K $480K
Oct 17, 2023 Q3 2023
Alhambra Investment Partners LLC

BUY
 -
117
+ 0.18%
$3.25K - $3.59K
65.9K $2.28M
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
116
+ 2.41%
$3.22K - $3.56K
4.94K $171K
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
115
+ 0.18%
$3.2K - $3.52K
62.8K $2.17M
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
104
+ 0.34%
$2.89K - $3.19K
31.1K $1.08M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
100
New
$2.78K - $3.07K
100 $3.46K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
82
New
$2.28K - $2.51K
82 $2.83K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
75
+ 0.55%
$2.08K - $2.3K
13.7K $472K
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
71
+ 0.21%
$1.97K - $2.18K
34K $1.17M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
63
+ 0.64%
$1.75K - $1.93K
9.97K $344K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
62
+ 112.73%
$1.72K - $1.9K
117 $4.04K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
57
New
$1.58K - $1.75K
57 $1.97K
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
51
+ 0.51%
$1.42K - $1.56K
10K $347K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
45
New
$1.25K - $1.38K
45 $1.56K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

BUY
 -
38
+ 0.07%
$1.06K - $1.16K
51.2K $1.77M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
38
+ 0.1%
$1.06K - $1.16K
37.5K $1.3M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
30
+ 1.12%
$834 - $920
2.7K $93.2K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
27
+ 0.13%
$750 - $828
20.1K $693K

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