Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
270K+ 1366.47% |
$8.31M - $9.04M
|
290K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 25.18% |
$4.11M - $4.47M
|
664K
$23.8M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
121K+ 14.31% |
$3.73M - $4.06M
|
968K
$34.7M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 4.88% |
$3.53M - $3.84M
|
2.47M
$88.3M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
86KNew |
$2.65M - $2.88M
|
86K
$3.08M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77K+ 187.59% |
$2.37M - $2.58M
|
118K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.6K+ 4.2% |
$1.96M - $2.13M
|
1.58M
$56.5M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.7K+ 3.54% |
$1.75M - $1.9M
|
1.66M
$59.3M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51.9K+ 11.02% |
$1.6M - $1.74M
|
523K
$18.7M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 4.0% |
$1.53M - $1.66M
|
1.29M
$46.1M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
48.7K+ 12.05% |
$1.5M - $1.63M
|
453K
$16.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
41.4KNew |
$1.27M - $1.39M
|
41.4K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
34.7K+ 224.17% |
$1.07M - $1.16M
|
50.1K
$1.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
32.3K+ 6.37% |
$995K - $1.08M
|
540K
$19.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.4KNew |
$967K - $1.05M
|
31.4K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.6K+ 51.92% |
$880K - $958K
|
83.7K
$3M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26.1K+ 109.21% |
$804K - $874K
|
50K
$1.79M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
23.9KNew |
$737K - $801K
|
23.9K
$857K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.9K+ 55.24% |
$734K - $799K
|
67K
$2.4M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
23.6K+ 77.92% |
$726K - $789K
|
53.8K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.9K+ 843.4% |
$704K - $766K
|
25.6K
$916K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.6K+ 2.01% |
$665K - $724K
|
1.1M
$39.3M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 50.53% |
$595K - $647K
|
57.5K
$2.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
18.9K+ 4.89% |
$583K - $635K
|
407K
$14.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.9K+ 6.67% |
$522K - $567K
|
271K
$9.7M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 21.7% |
$496K - $540K
|
90.4K
$3.24M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 21.7% |
$496K - $540K
|
90.4K
$3.24M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 4.31% |
$492K - $535K
|
387K
$13.8M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
15.6K+ 61.22% |
$482K - $524K
|
41.2K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 1.16% |
$481K - $524K
|
1.37M
$48.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 28.31% |
$420K - $457K
|
61.8K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$413K - $449K
|
13.4K
$480K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.9K+ 48.13% |
$399K - $434K
|
39.8K
$1.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
12.1K+ 9.67% |
$373K - $406K
|
137K
$4.92M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 16.19% |
$368K - $401K
|
85.9K
$3.07M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
11.3K+ 32.97% |
$348K - $379K
|
45.6K
$1.63M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
11.3KNew |
$347K - $378K
|
11.3K
$404K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8K+ 13.44% |
$332K - $361K
|
91K
$3.26M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 23.09% |
$327K - $355K
|
56.6K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.6KNew |
$325K - $354K
|
10.6K
$378K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.79KNew |
$271K - $294K
|
8.79K
$315K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.63K+ 19.85% |
$266K - $289K
|
52.1K
$1.86M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.34KNew |
$257K - $279K
|
8.34K
$299K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.7KNew |
$237K - $258K
|
7.7K
$276K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
7.18K+ 17.24% |
$221K - $241K
|
48.8K
$1.75M
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
7K+ 12.78% |
$216K - $234K
|
61.8K
$2.21M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.56KNew |
$202K - $220K
|
6.56K
$235K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.29KNew |
$194K - $211K
|
6.29K
$225K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 13.97% |
$193K - $210K
|
51.2K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.24K+ 19.29% |
$192K - $209K
|
38.6K
$1.38M
|