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 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45New |
$1.36K - $1.45K
|
45
$1.61K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38New |
$1.15K - $1.23K
|
38
$1.36K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
34+ 0.09% |
$1.03K - $1.1K
|
36.9K
$1.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
18+ 0.67% |
$544 - $581
|
2.69K
$96.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
8+ 0.04% |
$242 - $258
|
22K
$789K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.05% |
$181 - $194
|
12.2K
$436K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.03% |
$90.7 - $96.8
|
9.21K
$330K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$90.7 - $96.8
|
13.5K
$483K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.04% |
$90.7 - $96.8
|
6.83K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$60.4 - $64.5
|
59.5K
$2.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.63% |
$30.2 - $32.3
|
160
$5.73K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.42% |
$30.2 - $32.3
|
240
$8.59K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8- 0.02% |
$242 - $258
|
34.5K
$1.23M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$302 - $323
|
1.33K
$47.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-12- 0.05% |
$363 - $387
|
22.1K
$791K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-14- 0.03% |
$423 - $452
|
40.7K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16- 0.13% |
$484 - $516
|
12.6K
$452K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-30- 0.35% |
$907 - $968
|
8.49K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38- 0.25% |
$1.15K - $1.23K
|
15.2K
$543K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-70- 0.37% |
$2.12K - $2.26K
|
19K
$679K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-89- 0.49% |
$2.69K - $2.87K
|
18.1K
$648K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-95- 0.76% |
$2.87K - $3.07K
|
12.4K
$443K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-96- 3.2% |
$2.9K - $3.1K
|
2.9K
$104K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 7.15% |
$3.02K - $3.23K
|
1.3K
$46.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-104- 18.15% |
$3.14K - $3.36K
|
469
$16.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-172- 1.13% |
$5.2K - $5.55K
|
15K
$539K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-190- 1.04% |
$5.74K - $6.13K
|
18.1K
$647K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-226- 2.0% |
$6.83K - $7.29K
|
11.1K
$396K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-235- 2.95% |
$7.1K - $7.58K
|
7.73K
$277K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-268- 1.59% |
$8.1K - $8.65K
|
16.5K
$592K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-292- 0.52% |
$8.82K - $9.42K
|
56K
$2.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-316- 10.82% |
$9.55K - $10.2K
|
2.6K
$93.2K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-321- 7.09% |
$9.7K - $10.4K
|
4.21K
$151K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-363- 0.38% |
$11K - $11.7K
|
94.5K
$3.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-378- 4.95% |
$11.4K - $12.2K
|
7.27K
$260K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-382- 1.66% |
$11.5K - $12.3K
|
22.7K
$812K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-387- 1.36% |
$11.7K - $12.5K
|
28.1K
$1.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-397- 34.34% |
$12K - $12.8K
|
759
$27.2K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-413- 0.71% |
$12.5K - $13.3K
|
57.5K
$2.06M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-469- 0.56% |
$14.2K - $15.1K
|
83.6K
$2.99M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-500- 15.15% |
$15.1K - $16.1K
|
2.8K
$100K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-500- 15.15% |
$15.1K - $16.1K
|
2.8K
$100K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-520- 3.14% |
$15.7K - $16.8K
|
16K
$574K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-542- 18.7% |
$16.4K - $17.5K
|
2.36K
$84.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-620- 1.47% |
$18.7K - $20K
|
41.7K
$1.49M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-635Closed |
$19.2K - $20.5K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-650- 9.05% |
$19.6K - $21K
|
6.54K
$234K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-652- 3.33% |
$19.7K - $21K
|
18.9K
$677K
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-656- 2.92% |
$19.8K - $21.2K
|
21.8K
$781K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-666Closed |
$20.1K - $21.5K
|
0
$0
|