Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-207- 3.76% |
$5.65K - $6.65K
|
5.3K
$176K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-210- 1.87% |
$5.73K - $6.75K
|
11K
$364K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-227- 1.96% |
$6.2K - $7.29K
|
11.3K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-254- 0.74% |
$6.93K - $8.16K
|
33.9K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-265- 16.02% |
$7.23K - $8.51K
|
1.39K
$46K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-281- 0.94% |
$7.67K - $9.03K
|
29.7K
$984K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-282- 6.79% |
$7.7K - $9.06K
|
3.87K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 10.11% |
$8.19K - $9.64K
|
2.67K
$88.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-313- 21.69% |
$8.54K - $10.1K
|
1.13K
$37.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-362- 4.3% |
$9.88K - $11.6K
|
8.06K
$267K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-440- 0.88% |
$12K - $14.1K
|
49.7K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-458- 0.77% |
$12.5K - $14.7K
|
59.3K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-460- 2.13% |
$12.6K - $14.8K
|
21.1K
$699K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-505- 3.51% |
$13.8K - $16.2K
|
13.9K
$459K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-524- 1.12% |
$14.3K - $16.8K
|
46.1K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-568- 1.64% |
$15.5K - $18.2K
|
34K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-574- 0.38% |
$15.7K - $18.4K
|
149K
$4.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-635- 7.32% |
$17.3K - $20.4K
|
8.04K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-656- 33.05% |
$17.9K - $21.1K
|
1.33K
$44K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-735- 5.98% |
$20.1K - $23.6K
|
11.6K
$383K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-840- 2.83% |
$22.9K - $27K
|
28.8K
$955K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-847- 4.58% |
$23.1K - $27.2K
|
17.6K
$584K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-849- 1.86% |
$23.2K - $27.3K
|
44.8K
$1.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-855- 3.9% |
$23.3K - $27.5K
|
21.1K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-900- 48.0% |
$24.6K - $28.9K
|
975
$32.3K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-923- 1.53% |
$25.2K - $29.7K
|
59.3K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-979- 3.89% |
$26.7K - $31.5K
|
24.2K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 2.44% |
$28.5K - $33.6K
|
41.8K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.13K- 11.26% |
$30.7K - $36.1K
|
8.86K
$293K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 3.77% |
$32.3K - $38K
|
30.2K
$998K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.18K- 27.77% |
$32.3K - $38K
|
3.08K
$102K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.31K- 3.19% |
$35.8K - $42.1K
|
39.8K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 3.33% |
$38.2K - $45K
|
40.6K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.64K- 1.13% |
$44.7K - $52.6K
|
143K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.77K- 6.02% |
$48.3K - $56.8K
|
27.6K
$913K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.77K- 7.0% |
$48.3K - $56.9K
|
23.5K
$778K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.89K- 4.59% |
$51.5K - $60.6K
|
39.2K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.04K- 7.91% |
$55.6K - $65.4K
|
23.7K
$784K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.09K- 1.92% |
$56.9K - $67K
|
106K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.2K- 8.66% |
$60K - $70.6K
|
23.2K
$767K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.23K- 18.32% |
$60.9K - $71.6K
|
9.94K
$329K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.37K- 22.91% |
$64.7K - $76.1K
|
7.97K
$264K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.59K- 16.72% |
$70.6K - $83.1K
|
12.9K
$426K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.67K- 11.74% |
$72.8K - $85.7K
|
20.1K
$664K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.73K- 3.21% |
$74.4K - $87.6K
|
82.1K
$2.72M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.74K- 10.99% |
$74.8K - $88K
|
22.2K
$734K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.83K- 95.48% |
$77.3K - $90.9K
|
134
$4.43K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.86K- 2.9% |
$78.2K - $92K
|
96K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.9K- 9.73% |
$79.1K - $93.1K
|
26.9K
$889K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 8.73% |
$81.8K - $96.3K
|
31.3K
$1.04M
|