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 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 16.12% |
$69.3K - $85.4K
|
13.6K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.63K- 1.59% |
$69.7K - $85.9K
|
163K
$5.67M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.31K- 1.15% |
$87.7K - $108K
|
284K
$9.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.44K- 43.21% |
$91.2K - $112K
|
4.52K
$157K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.67K- 2.24% |
$97.4K - $120K
|
160K
$5.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.87K- 70.79% |
$103K - $127K
|
1.6K
$55.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 25.7% |
$106K - $130K
|
11.5K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.08K- 5.12% |
$108K - $134K
|
75.7K
$2.63M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.23K- 18.0% |
$112K - $138K
|
19.3K
$671K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.39K- 5.96% |
$117K - $144K
|
69.4K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.46K- 13.11% |
$118K - $146K
|
29.6K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.56K- 13.44% |
$121K - $149K
|
29.4K
$1.02M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.04K- 9.66% |
$134K - $165K
|
47.2K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.32K- 1.34% |
$141K - $174K
|
393K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.58K- 33.64% |
$148K - $183K
|
11K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6.83K- 10.15% |
$181K - $224K
|
60.5K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-7.84K- 11.61% |
$208K - $256K
|
59.7K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8K- 24.47% |
$212K - $262K
|
24.7K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.04K- 2.52% |
$213K - $263K
|
311K
$10.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-8.04K- 8.26% |
$213K - $263K
|
89.3K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.24K- 6.74% |
$219K - $270K
|
114K
$3.97M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-9K- 29.71% |
$239K - $294K
|
21.3K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-9.09K- 94.19% |
$241K - $297K
|
561
$19.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.37K- 10.37% |
$249K - $307K
|
81K
$2.82M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 7.98% |
$293K - $361K
|
127K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12K- 8.93% |
$318K - $392K
|
122K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-12.1K- 3.67% |
$322K - $397K
|
318K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.7K- 49.47% |
$337K - $415K
|
13K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.3K- 13.27% |
$354K - $436K
|
87.2K
$3.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.3K- 44.12% |
$381K - $469K
|
18.2K
$633K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.4K- 60.99% |
$383K - $472K
|
9.22K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-15.6K- 15.69% |
$415K - $511K
|
84K
$2.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-15.8K- 40.5% |
$419K - $517K
|
23.2K
$808K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-17.4K- 27.76% |
$463K - $570K
|
45.3K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-17.5K- 5.05% |
$464K - $572K
|
329K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-21.4K- 15.06% |
$569K - $701K
|
121K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.2K- 1.38% |
$644K - $793K
|
1.73M
$60.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25K- 4.47% |
$664K - $818K
|
534K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.5K- 1.59% |
$676K - $833K
|
1.57M
$54.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.5K- 10.96% |
$864K - $1.06M
|
264K
$9.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.2K- 2.79% |
$1.63M - $2M
|
2.13M
$74.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.9K- 17.13% |
$1.67M - $2.06M
|
305K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.7K- 7.13% |
$1.85M - $2.28M
|
908K
$31.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-831K- 73.23% |
$22.1M - $27.2M
|
304K
$10.6M
|