Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
466+ 73.04% |
$12.8K - $15K
|
1.1K
$39.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
401+ 164.34% |
$11.1K - $12.9K
|
645
$23.1K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
398+ 4.96% |
$11K - $12.8K
|
8.42K
$301K
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
389+ 0.69% |
$10.7K - $12.5K
|
56.4K
$2.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
359+ 1.69% |
$9.9K - $11.5K
|
21.6K
$773K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333New |
$9.18K - $10.7K
|
333
$11.9K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
310+ 2.63% |
$8.55K - $9.96K
|
12.1K
$433K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
304+ 1.21% |
$8.38K - $9.77K
|
25.4K
$910K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
263New |
$7.25K - $8.45K
|
263
$9.42K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
261+ 0.31% |
$7.2K - $8.39K
|
83.9K
$3M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
231+ 2.44% |
$6.37K - $7.42K
|
9.71K
$348K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
211+ 7.12% |
$5.82K - $6.78K
|
3.18K
$114K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
192+ 0.75% |
$5.29K - $6.17K
|
25.8K
$923K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
166New |
$4.58K - $5.34K
|
166
$5.94K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
163+ 1.49% |
$4.49K - $5.24K
|
11.1K
$398K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
105+ 0.69% |
$2.89K - $3.37K
|
15.4K
$550K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
92+ 0.3% |
$2.54K - $2.96K
|
31.1K
$1.11M
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.16% |
$2.48K - $2.89K
|
55.4K
$1.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
47+ 0.14% |
$1.3K - $1.51K
|
33.8K
$1.21M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
40New |
$1.1K - $1.29K
|
40
$1.43K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
20+ 0.73% |
$551 - $643
|
2.75K
$98.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.2% |
$469 - $546
|
8.65K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 0.98% |
$248 - $289
|
927
$33.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8+ 0.63% |
$221 - $257
|
1.27K
$45.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7+ 0.06% |
$193 - $225
|
12.5K
$446K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.08% |
$138 - $161
|
6.29K
$225K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5+ 0.05% |
$138 - $161
|
10.5K
$375K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.41% |
$110 - $129
|
990
$35.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.1% |
$82.7 - $96.4
|
2.88K
$103K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.12% |
$82.7 - $96.4
|
2.55K
$91.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$82.7 - $96.4
|
58K
$2.08M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.04% |
$82.7 - $96.4
|
7.74K
$277K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
3+ 0.01% |
$82.7 - $96.4
|
28.2K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$55.1 - $64.3
|
7.23K
$259K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.56% |
$55.1 - $64.3
|
361
$12.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.84% |
$27.6 - $32.1
|
120
$4.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.52% |
$27.6 - $32.1
|
194
$6.95K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$27.6 - $32.1
|
2.08K
$74.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 12.5% |
$110 - $129
|
28
$1K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-11- 0.03% |
$303 - $354
|
35.3K
$1.26M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 0.48% |
$634 - $739
|
4.81K
$172K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-26Closed |
$717 - $836
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-28- 0.29% |
$772 - $900
|
9.73K
$348K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-33- 1.17% |
$910 - $1.06K
|
2.79K
$100K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-35- 0.32% |
$965 - $1.12K
|
11.1K
$396K
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.06% |
$1.02K - $1.19K
|
63.2K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-49Closed |
$1.35K - $1.57K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-63- 2.77% |
$1.74K - $2.02K
|
2.21K
$79.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-66- 0.74% |
$1.82K - $2.12K
|
8.8K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-76Closed |
$2.1K - $2.44K
|
0
$0
|