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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.8K- 29.14% |
$245K - $270K
|
21.4K
$739K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 0.93% |
$295K - $325K
|
1.13M
$39.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.8K- 11.32% |
$357K - $394K
|
101K
$3.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-15.7K- 2.46% |
$437K - $482K
|
623K
$21.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.3K- 30.1% |
$452K - $498K
|
37.8K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-16.3K- 33.88% |
$454K - $501K
|
31.9K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 1.02% |
$503K - $555K
|
1.76M
$60.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 5.7% |
$617K - $681K
|
368K
$12.7M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23K- 63.51% |
$640K - $706K
|
13.2K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-30.6K- 31.26% |
$851K - $938K
|
67.3K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 12.73% |
$882K - $973K
|
218K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.6K- 5.66% |
$1.16M - $1.27M
|
693K
$24M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-41.8K- 29.54% |
$1.16M - $1.28M
|
99.6K
$3.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-43.2K- 26.76% |
$1.2M - $1.33M
|
118K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.5K- 4.26% |
$1.21M - $1.33M
|
978K
$33.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46.8K- 85.9% |
$1.3M - $1.43M
|
7.68K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58.8K- 9.51% |
$1.63M - $1.8M
|
559K
$19.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-87.3K- 46.47% |
$2.43M - $2.68M
|
101K
$3.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.7K- 4.37% |
$2.69M - $2.96M
|
2.12M
$73.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-108K- 100.0% |
$3.01M - $3.32M
|
1
$34.6
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-115K- 28.5% |
$3.19M - $3.52M
|
288K
$9.94M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-141K- 8.11% |
$3.92M - $4.33M
|
1.6M
$55.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-347K- 59.39% |
$9.65M - $10.6M
|
237K
$8.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.1M- 99.07% |
$30.4M - $33.6M
|
10.3K
$356K
|