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 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1.5K- 53.57% |
$46.2K - $50.2K
|
1.3K
$46.5K
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 2.43% |
$48.6K - $52.8K
|
63.2K
$2.26M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.6K- 4.44% |
$49.1K - $53.4K
|
34.4K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.71KClosed |
$52.8K - $57.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 5.93% |
$53.2K - $57.8K
|
27.4K
$981K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.74K- 14.43% |
$53.6K - $58.3K
|
10.3K
$370K
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.74K- 11.42% |
$53.7K - $58.4K
|
13.5K
$484K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.83K- 7.66% |
$56.3K - $61.2K
|
22K
$788K
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.83K- 4.43% |
$56.3K - $61.3K
|
39.5K
$1.41M
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.85K- 1.52% |
$56.9K - $61.9K
|
119K
$4.27M
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 2.53% |
$58.3K - $63.4K
|
73K
$2.61M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.94K- 15.62% |
$59.7K - $65K
|
10.5K
$375K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.95K- 4.35% |
$59.9K - $65.1K
|
42.8K
$1.53M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.96K- 1.11% |
$60.3K - $65.5K
|
174K
$6.23M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.05K- 1.32% |
$63.2K - $68.8K
|
153K
$5.48M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.11K- 11.12% |
$65K - $70.7K
|
16.9K
$604K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.39K- 13.34% |
$73.6K - $80K
|
15.5K
$556K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.46K- 71.36% |
$75.7K - $82.3K
|
986
$35.3K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56K- 4.49% |
$78.9K - $85.9K
|
54.5K
$1.95M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-2.63KClosed |
$80.8K - $87.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.77K- 11.07% |
$85.1K - $92.6K
|
22.2K
$795K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.3K- 32.66% |
$102K - $111K
|
6.81K
$244K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.42K- 26.84% |
$105K - $115K
|
9.32K
$334K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.59K- 4.41% |
$110K - $120K
|
77.8K
$2.79M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.86K- 15.73% |
$119K - $129K
|
20.7K
$740K
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.86K- 7.51% |
$119K - $129K
|
47.5K
$1.7M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.31K- 11.56% |
$133K - $144K
|
33K
$1.18M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.09K- 26.36% |
$157K - $171K
|
14.2K
$509K
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.73K- 1.32% |
$177K - $192K
|
430K
$15.4M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.92K- 21.34% |
$182K - $198K
|
21.8K
$782K
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5.93K- 6.92% |
$183K - $199K
|
79.7K
$2.85M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6K- 48.47% |
$185K - $201K
|
6.38K
$228K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-6.2K- 6.18% |
$191K - $208K
|
94.2K
$3.37M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.24K- 11.46% |
$192K - $209K
|
48.3K
$1.73M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.59K- 28.98% |
$203K - $221K
|
16.1K
$578K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-6.89KClosed |
$212K - $231K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.18KClosed |
$221K - $240K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.47K- 33.66% |
$230K - $250K
|
14.7K
$527K
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.95KClosed |
$245K - $266K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.11K- 7.05% |
$280K - $305K
|
120K
$4.3M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.26K- 3.01% |
$285K - $310K
|
299K
$10.7M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-9.43K- 38.17% |
$290K - $316K
|
15.3K
$547K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.55K- 28.85% |
$294K - $320K
|
23.5K
$843K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.72K- 47.02% |
$299K - $326K
|
11K
$392K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7KClosed |
$329K - $358K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.9KClosed |
$336K - $365K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.1KClosed |
$343K - $373K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.6KClosed |
$389K - $423K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-12.9KClosed |
$396K - $430K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-14.4KClosed |
$443K - $482K
|
0
$0
|