Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.33MNew |
$70.4M - $75.2M
|
2.33M
$83.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
134KNew |
$4.04M - $4.32M
|
134K
$4.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
121KNew |
$3.65M - $3.89M
|
121K
$4.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89.7K+ 6.3% |
$2.71M - $2.9M
|
1.51M
$54.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.8KNew |
$1.56M - $1.67M
|
51.8K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.1K+ 558.73% |
$1.06M - $1.13M
|
41.4K
$1.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
31.4KNew |
$949K - $1.01M
|
31.4K
$1.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
31.3K+ 7.01% |
$945K - $1.01M
|
478K
$17.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$907K - $968K
|
30K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.5KNew |
$832K - $889K
|
27.5K
$986K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25.8KNew |
$780K - $833K
|
25.8K
$924K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 1.95% |
$774K - $827K
|
1.34M
$47.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
23.8K+ 14.4% |
$718K - $767K
|
189K
$6.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.2K+ 55.96% |
$701K - $749K
|
64.6K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17.5KNew |
$528K - $564K
|
17.5K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 1.59% |
$504K - $539K
|
1.06M
$38.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16.4K+ 138.29% |
$496K - $530K
|
28.3K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 8.21% |
$496K - $530K
|
216K
$7.75M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.2K+ 234.75% |
$459K - $490K
|
21.6K
$775K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15K+ 3.39% |
$452K - $483K
|
456K
$16.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3KNew |
$402K - $429K
|
13.3K
$476K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12K+ 9.76% |
$364K - $389K
|
135K
$4.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12K+ 9.76% |
$364K - $389K
|
135K
$4.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$336K - $359K
|
11.1K
$398K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.5K+ 1214.63% |
$319K - $340K
|
11.4K
$409K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.4KNew |
$315K - $336K
|
10.4K
$373K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.4K+ 162.12% |
$315K - $336K
|
16.8K
$603K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
8.8KNew |
$266K - $284K
|
8.8K
$315K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.61KNew |
$260K - $278K
|
8.61K
$308K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.52K+ 11.27% |
$257K - $275K
|
84.1K
$3.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
8.38K+ 721.88% |
$253K - $270K
|
9.54K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.11K+ 39.07% |
$245K - $262K
|
28.9K
$1.03M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
7.38K+ 6.5% |
$223K - $238K
|
121K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
7.2KNew |
$218K - $232K
|
7.2K
$258K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.98K+ 23.18% |
$211K - $225K
|
37.1K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.94KNew |
$210K - $224K
|
6.94K
$248K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.32K+ 84.97% |
$191K - $204K
|
13.8K
$492K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.17K+ 19.61% |
$186K - $199K
|
37.6K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
6.09K+ 33.19% |
$184K - $196K
|
24.4K
$875K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.96K+ 11.18% |
$180K - $192K
|
59.3K
$2.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.89K+ 1.98% |
$178K - $190K
|
304K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.84K+ 15.96% |
$177K - $189K
|
42.4K
$1.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.29K+ 3.84% |
$160K - $171K
|
143K
$5.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.2K+ 0.67% |
$157K - $168K
|
779K
$27.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.56K+ 4.44% |
$138K - $147K
|
107K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.07K+ 137.15% |
$123K - $131K
|
7.03K
$252K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
3.65K+ 23.27% |
$110K - $118K
|
19.3K
$692K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.35K+ 10.6% |
$101K - $108K
|
35K
$1.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.11K+ 11.66% |
$94.1K - $100K
|
29.8K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.94K+ 48.26% |
$88.7K - $94.7K
|
9.02K
$323K
|