Purchases and Sales Made in Q4 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 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
Jan 31, 2024 Q4 2023
Opus Capital Group, LLC

BUY
 -
503
+ 1.56%
$13.4K - $16.5K
32.7K $1.08M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
455
+ 0.92%
$12.1K - $14.9K
50K $1.65M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
450
+ 1.57%
$11.9K - $14.7K
29.2K $966K
Oct 28, 2024 Q4 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
365
+ 0.78%
$9.69K - $11.9K
47.2K $1.56M
Feb 09, 2024 Q4 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
302
+ 0.51%
$8.02K - $9.88K
59.8K $1.98M
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
291
+ 13.56%
$7.73K - $9.52K
2.44K $80.6K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
287
+ 3.91%
$7.62K - $9.39K
7.62K $252K
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
267
New
$7.09K - $8.74K
267 $8.84K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
219
New
$5.81K - $7.17K
219 $7.25K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
219
+ 20.24%
$5.81K - $7.17K
1.3K $43.1K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
132
+ 0.58%
$3.5K - $4.32K
23K $762K
Feb 01, 2024 Q4 2023
Diversified, LLC

BUY
 -
125
+ 1.2%
$3.32K - $4.09K
10.5K $348K
Feb 07, 2024 Q4 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
117
+ 0.16%
$3.11K - $3.83K
74.3K $2.46M
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
111
+ 4.23%
$2.95K - $3.63K
2.73K $90.4K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
111
+ 0.11%
$2.95K - $3.63K
96.8K $3.2M
Jan 29, 2024 Q4 2023
Mc Namara Financial Services, Inc.

BUY
 -
100
+ 0.74%
$2.66K - $3.27K
13.6K $452K
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
73
+ 0.78%
$1.94K - $2.39K
9.39K $311K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
72
New
$1.91K - $2.36K
72 $2.38K
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

BUY
 -
50
+ 0.47%
$1.33K - $1.64K
10.6K $352K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
35
+ 1.94%
$929 - $1.15K
1.84K $61K
Jan 25, 2024 Q4 2023
Bristlecone Advisors, LLC

BUY
 -
34
+ 0.11%
$903 - $1.11K
30.4K $1M
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
28
+ 0.14%
$743 - $916
20.1K $665K
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
21
+ 0.21%
$558 - $687
10.1K $333K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10
+ 0.03%
$266 - $327
37.5K $1.24M
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
10
+ 0.87%
$266 - $327
1.16K $38.3K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
8
New
$212 - $262
8 $265
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
4
+ 0.34%
$106 - $131
1.18K $38.9K
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
4
+ 0.78%
$106 - $131
517 $17.1K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
3
+ 0.03%
$79.7 - $98.2
10.6K $351K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.8%
$26.6 - $32.7
126 $4.17K
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1
New
$26.6 - $32.7
1 $33.1
Feb 13, 2024 Q4 2023
Csenge Advisory Group

SELL
 -
-1
- 0.01%
$26.6 - $32.7
15.6K $516K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-16
- 0.03%
$425 - $524
57.2K $1.89M
Jan 18, 2024 Q4 2023
John W. Brooker & Co., Cp As

SELL
 -
-16
- 0.21%
$425 - $524
7.72K $256K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-30
- 0.14%
$797 - $982
21K $695K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-35
- 0.35%
$929 - $1.15K
9.93K $329K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-54
- 2.81%
$1.43K - $1.77K
1.87K $61.9K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-62
- 52.99%
$1.65K - $2.03K
55 $1.82K
Jan 10, 2024 Q4 2023
Inspirion Wealth Advisors, LLC

SELL
 -
-70
- 0.14%
$1.86K - $2.29K
48.3K $1.6M
Feb 07, 2024 Q4 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-86
- 0.61%
$2.28K - $2.81K
14.1K $465K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

SELL
 -
-123
- 8.52%
$3.27K - $4.02K
1.32K $43.7K
Jan 19, 2024 Q4 2023
Colorado Capital Management, Inc.

SELL
 -
-140
- 1.59%
$3.72K - $4.58K
8.67K $287K
Jan 31, 2024 Q4 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-160
- 1.99%
$4.25K - $5.24K
7.9K $261K
Jan 12, 2024 Q4 2023
Ffg Retirement Advisors LLC

Centennial, CO
SELL
 -
-164
- 0.51%
$4.35K - $5.37K
31.7K $1.05M
Jan 09, 2024 Q4 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-168
- 1.67%
$4.46K - $5.5K
9.91K $328K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-179
- 3.06%
$4.75K - $5.86K
5.67K $188K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-182
- 3.68%
$4.83K - $5.96K
4.76K $157K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-183
- 6.78%
$4.86K - $5.99K
2.52K $83.2K
Feb 05, 2024 Q4 2023
Principle Wealth Partners LLC

SELL
 -
-216
- 1.11%
$5.73K - $7.07K
19.2K $637K

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