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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-27- 0.02% |
$831 - $904
|
114K
$4.09M
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29- 0.26% |
$893 - $971
|
11.1K
$397K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-30- 0.07% |
$924 - $1K
|
40.7K
$1.46M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-36- 0.19% |
$1.11K - $1.21K
|
18.9K
$678K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45Closed |
$1.39K - $1.51K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 0.89% |
$1.85K - $2.01K
|
6.69K
$240K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-89Closed |
$2.74K - $2.98K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.78% |
$3.08K - $3.35K
|
12.7K
$456K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-101- 1.05% |
$3.11K - $3.38K
|
9.48K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 3.05% |
$3.23K - $3.52K
|
3.34K
$119K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-120- 1.81% |
$3.69K - $4.02K
|
6.5K
$233K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-121- 4.53% |
$3.73K - $4.05K
|
2.55K
$91.2K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-178- 2.4% |
$5.48K - $5.96K
|
7.23K
$259K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-200- 13.33% |
$6.16K - $6.7K
|
1.3K
$46.5K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-257- 0.24% |
$7.91K - $8.61K
|
106K
$3.79M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-301- 19.23% |
$9.27K - $10.1K
|
1.26K
$45.3K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-315- 0.54% |
$9.7K - $10.5K
|
58K
$2.08M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-336- 3.32% |
$10.3K - $11.3K
|
9.78K
$350K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-349Closed |
$10.7K - $11.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-378Closed |
$11.6K - $12.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-402- 1.71% |
$12.4K - $13.5K
|
23.1K
$825K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-430- 2.6% |
$13.2K - $14.4K
|
16.1K
$577K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-450Closed |
$13.9K - $15.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-469Closed |
$14.4K - $15.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-483- 1.59% |
$14.9K - $16.2K
|
29.9K
$1.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-500- 2.79% |
$15.4K - $16.7K
|
17.4K
$623K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-500- 1.4% |
$15.4K - $16.7K
|
35.3K
$1.26M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-520Closed |
$16K - $17.4K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-563- 0.53% |
$17.3K - $18.9K
|
106K
$3.79M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-565- 12.15% |
$17.4K - $18.9K
|
4.09K
$146K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-600Closed |
$18.5K - $20.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-650- 0.65% |
$20K - $21.8K
|
100K
$3.58M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-690- 9.87% |
$21.2K - $23.1K
|
6.3K
$226K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-706Closed |
$21.7K - $23.6K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-832- 1.29% |
$25.6K - $27.9K
|
63.5K
$2.27M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-860- 3.01% |
$26.5K - $28.8K
|
27.7K
$993K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-862- 7.73% |
$26.5K - $28.9K
|
10.3K
$368K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-984- 24.92% |
$30.3K - $33K
|
2.96K
$106K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-1K- 2.45% |
$30.8K - $33.5K
|
39.8K
$1.42M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 22.73% |
$31.3K - $34.1K
|
3.46K
$124K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.11K- 1.75% |
$34.2K - $37.2K
|
62.3K
$2.23M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.15K- 0.84% |
$35.4K - $38.5K
|
136K
$4.87M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.21K- 4.95% |
$37.3K - $40.6K
|
23.3K
$833K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.24K- 1.96% |
$38K - $41.4K
|
61.9K
$2.22M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 3.22% |
$38.3K - $41.6K
|
37.4K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.32K- 4.07% |
$40.6K - $44.1K
|
31.1K
$1.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.38K- 21.25% |
$42.3K - $46K
|
5.1K
$182K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.38KClosed |
$42.4K - $46.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.4K- 14.61% |
$43K - $46.7K
|
8.15K
$292K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.43K- 7.23% |
$44K - $47.8K
|
18.3K
$656K
|