Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.21K+ 2.44% |
$138K - $170K
|
219K
$7.61M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.09K+ 14.34% |
$135K - $167K
|
40.6K
$1.41M
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.96K+ 2.28% |
$132K - $162K
|
223K
$7.76M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.14K+ 8.1% |
$110K - $135K
|
55.2K
$1.92M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.79K+ 3.2% |
$101K - $124K
|
122K
$4.25M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.7K+ 803.91% |
$98.2K - $121K
|
4.16K
$145K
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.63K+ 2.32% |
$96.3K - $119K
|
160K
$5.57M
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.56K+ 2.62% |
$94.5K - $117K
|
140K
$4.86M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.41K+ 2.32% |
$90.6K - $112K
|
151K
$5.25M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.17K+ 14.37% |
$84.2K - $104K
|
25.2K
$879K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06K+ 13.5% |
$81.3K - $100K
|
25.8K
$897K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.02K+ 21.77% |
$80.3K - $98.9K
|
16.9K
$589K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.97KNew |
$78.7K - $97K
|
2.97K
$103K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.79K+ 2.49% |
$74.1K - $91.3K
|
115K
$3.99M
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.79K+ 2.47% |
$74K - $91.2K
|
115K
$4.02M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.66KNew |
$70.6K - $87K
|
2.66K
$92.6K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.65K+ 0.78% |
$70.4K - $86.7K
|
342K
$11.9M
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.54K+ 1.38% |
$67.5K - $83.2K
|
187K
$6.5M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.38K+ 8.54% |
$63.2K - $77.9K
|
30.2K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.3K+ 178.32% |
$60.9K - $75.1K
|
3.58K
$125K
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.29K+ 4.97% |
$60.7K - $74.8K
|
48.3K
$1.68M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.11K+ 7.9% |
$56.1K - $69.1K
|
28.8K
$1M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.1K+ 25.07% |
$55.8K - $68.7K
|
10.5K
$365K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 2.83% |
$53.2K - $65.6K
|
72.8K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.81K+ 25.55% |
$48.2K - $59.4K
|
8.91K
$310K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.65K+ 21.76% |
$43.8K - $54K
|
9.24K
$322K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.61KNew |
$42.7K - $52.6K
|
1.61K
$56K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.61K+ 21.87% |
$42.7K - $52.6K
|
8.96K
$312K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.52KNew |
$40.3K - $49.7K
|
1.52K
$52.9K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.46KNew |
$38.8K - $47.8K
|
1.46K
$50.9K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.4K+ 10.73% |
$37.2K - $45.8K
|
14.5K
$503K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.37K+ 1.21% |
$36.2K - $44.7K
|
115K
$3.99M
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 5.92% |
$33.3K - $41K
|
22.4K
$782K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.18KNew |
$31.3K - $38.6K
|
1.18K
$41.1K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 20.12% |
$30.6K - $37.7K
|
6.87K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 1.96% |
$30.5K - $37.6K
|
59.8K
$2.08M
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.07K+ 2.17% |
$28.3K - $34.9K
|
50.3K
$1.75M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 8.15% |
$28.3K - $34.9K
|
14.2K
$493K
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
1.06K+ 9.88% |
$28.2K - $34.8K
|
11.8K
$412K
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.05K+ 1.4% |
$27.8K - $34.3K
|
75.7K
$2.64M
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1K+ 0.64% |
$26.6K - $32.7K
|
157K
$5.45M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1K+ 3.15% |
$26.6K - $32.7K
|
32.7K
$1.14M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
925New |
$24.6K - $30.3K
|
925
$32.2K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
913+ 7.83% |
$24.2K - $29.9K
|
12.6K
$438K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
755+ 3.4% |
$20K - $24.7K
|
23K
$800K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
729+ 2.03% |
$19.4K - $23.9K
|
36.6K
$1.28M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
704New |
$18.7K - $23K
|
704
$24.5K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
700+ 5.9% |
$18.6K - $22.9K
|
12.6K
$438K
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
653+ 0.99% |
$17.3K - $21.4K
|
66.6K
$2.32M
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
627+ 5.42% |
$16.6K - $20.5K
|
12.2K
$425K
|