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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-91- 0.22% |
$2.51K - $2.92K
|
40.6K
$1.46M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.78% |
$2.76K - $3.21K
|
12.6K
$455K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-104- 3.01% |
$2.87K - $3.34K
|
3.35K
$121K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-112- 0.51% |
$3.09K - $3.6K
|
21.7K
$781K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-125- 1.53% |
$3.45K - $4.02K
|
8.03K
$289K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-150- 2.3% |
$4.14K - $4.82K
|
6.39K
$230K
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-154- 0.13% |
$4.25K - $4.95K
|
119K
$4.29M
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-155- 0.84% |
$4.27K - $4.98K
|
18.3K
$658K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-182- 1.03% |
$5.02K - $5.85K
|
17.5K
$629K
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-188- 1.52% |
$5.18K - $6.04K
|
12.2K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-223- 0.98% |
$6.15K - $7.17K
|
22.5K
$809K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 0.41% |
$6.51K - $7.59K
|
56.9K
$2.05M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-280Closed |
$7.72K - $9K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-326- 1.99% |
$8.99K - $10.5K
|
16.1K
$578K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-329- 0.88% |
$9.07K - $10.6K
|
37K
$1.33M
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-381- 2.01% |
$10.5K - $12.2K
|
18.6K
$668K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-418- 4.33% |
$11.5K - $13.4K
|
9.23K
$332K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-442- 5.03% |
$12.2K - $14.2K
|
8.35K
$300K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-450- 1.62% |
$12.4K - $14.5K
|
27.3K
$981K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-505- 4.89% |
$13.9K - $16.2K
|
9.82K
$353K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-536- 0.65% |
$14.8K - $17.2K
|
82.2K
$2.96M
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-538- 4.49% |
$14.8K - $17.3K
|
11.4K
$411K
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-578- 0.79% |
$15.9K - $18.6K
|
72.5K
$2.61M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-600- 3.01% |
$16.5K - $19.3K
|
19.3K
$695K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-633Closed |
$17.5K - $20.3K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-677- 0.59% |
$18.7K - $21.8K
|
113K
$4.08M
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-717Closed |
$19.8K - $23K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-743- 0.7% |
$20.5K - $23.9K
|
105K
$3.78M
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-754- 3.98% |
$20.8K - $24.2K
|
18.2K
$654K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-871- 1.47% |
$24K - $28K
|
58.4K
$2.1M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-907- 4.06% |
$25K - $29.2K
|
21.5K
$772K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1K- 9.72% |
$27.6K - $32.1K
|
9.29K
$334K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 4.31% |
$29.9K - $34.9K
|
24.1K
$868K
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.1K- 7.44% |
$30.2K - $35.2K
|
13.6K
$490K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.1K- 11.17% |
$30.3K - $35.3K
|
8.74K
$314K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.37K- 5.76% |
$37.6K - $43.9K
|
22.3K
$804K
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.38K- 2.17% |
$38K - $44.4K
|
62.1K
$2.23M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.55K- 7.52% |
$42.8K - $49.9K
|
19.1K
$687K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.57K- 0.88% |
$43.4K - $50.6K
|
176K
$6.34M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.61K- 9.73% |
$44.4K - $51.8K
|
15K
$538K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.71K- 5.18% |
$47K - $54.8K
|
31.3K
$1.12M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.72K- 3.42% |
$47.3K - $55.1K
|
48.4K
$1.74M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.74K- 17.74% |
$47.8K - $55.8K
|
8.04K
$289K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.83K- 3.66% |
$50.4K - $58.8K
|
48.2K
$1.73M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.84K- 1.2% |
$50.8K - $59.2K
|
151K
$5.44M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.94K- 1.83% |
$53.4K - $62.3K
|
104K
$3.74M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.96K- 16.18% |
$54.1K - $63.1K
|
10.2K
$366K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 3.63% |
$61.9K - $72.2K
|
59.7K
$2.15M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.34K- 10.31% |
$64.5K - $75.1K
|
20.3K
$732K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-2.42K- 17.0% |
$66.6K - $77.6K
|
11.8K
$424K
|