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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58K+ 6.55% |
$77.9K - $83.2K
|
41.9K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.55KNew |
$77.2K - $82.4K
|
2.55K
$91.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.44K+ 35.24% |
$73.8K - $78.8K
|
9.37K
$335K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.34K+ 1.92% |
$70.8K - $75.6K
|
124K
$4.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.26K+ 5.93% |
$68.1K - $72.8K
|
40.3K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2KNew |
$60.4K - $64.5K
|
2K
$71.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.91K+ 1.96% |
$57.8K - $61.8K
|
99.6K
$3.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.89K+ 11.22% |
$57.1K - $61K
|
18.7K
$671K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 2.44% |
$53.8K - $57.4K
|
74.8K
$2.68M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.69K+ 12.28% |
$51.2K - $54.7K
|
15.5K
$555K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.58K+ 19.6% |
$47.6K - $50.9K
|
9.62K
$344K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.53K+ 5.15% |
$46.1K - $49.3K
|
31.2K
$1.12M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.53K+ 19.32% |
$46.1K - $49.2K
|
9.42K
$337K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.46K+ 9.08% |
$44.2K - $47.2K
|
17.6K
$629K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.42K+ 38.46% |
$43K - $46K
|
5.13K
$184K
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.4K+ 18.71% |
$42.4K - $45.3K
|
8.91K
$319K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.3K+ 1.4% |
$39.2K - $41.9K
|
93.7K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.29K+ 9.26% |
$39K - $41.7K
|
15.2K
$546K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 17.59% |
$30.8K - $32.9K
|
6.81K
$244K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
975+ 12.66% |
$29.5K - $31.5K
|
8.68K
$311K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
969+ 0.77% |
$29.3K - $31.3K
|
126K
$4.51M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
962+ 4.06% |
$29.1K - $31K
|
24.7K
$883K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
908New |
$27.4K - $29.3K
|
908
$32.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
800+ 21.05% |
$24.2K - $25.8K
|
4.6K
$165K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
764+ 1.43% |
$23.1K - $24.7K
|
54.1K
$1.94M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
757+ 7.3% |
$22.9K - $24.4K
|
11.1K
$398K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
706New |
$21.3K - $22.8K
|
706
$25.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
705+ 7.89% |
$21.3K - $22.8K
|
9.64K
$345K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
679+ 1.18% |
$20.5K - $21.9K
|
58.1K
$2.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
661+ 3.34% |
$20K - $21.3K
|
20.4K
$732K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
630+ 0.65% |
$19K - $20.3K
|
97.8K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 3.49% |
$18.1K - $19.4K
|
17.8K
$637K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
530+ 10.23% |
$16K - $17.1K
|
5.71K
$204K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
514+ 1.53% |
$15.5K - $16.6K
|
34.1K
$1.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
507+ 0.29% |
$15.3K - $16.4K
|
175K
$6.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
500New |
$15.1K - $16.1K
|
500
$17.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
431+ 0.93% |
$13K - $13.9K
|
46.8K
$1.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
413New |
$12.5K - $13.3K
|
413
$14.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
407+ 4.6% |
$12.3K - $13.1K
|
9.25K
$331K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
342+ 1.23% |
$10.3K - $11K
|
28.2K
$1.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
327+ 10.61% |
$9.88K - $10.6K
|
3.41K
$122K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
255+ 0.66% |
$7.71K - $8.23K
|
38.7K
$1.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
177New |
$5.35K - $5.71K
|
177
$6.34K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
174+ 0.96% |
$5.26K - $5.61K
|
18.4K
$658K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
172+ 1.38% |
$5.2K - $5.55K
|
12.6K
$453K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
143+ 5.64% |
$4.32K - $4.61K
|
2.68K
$95.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
134New |
$4.05K - $4.32K
|
134
$4.8K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91New |
$2.75K - $2.94K
|
91
$3.26K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
48+ 0.38% |
$1.45K - $1.55K
|
12.6K
$452K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46+ 0.14% |
$1.39K - $1.48K
|
33.3K
$1.19M
|