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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-799- 8.06% |
$24.1K - $25.8K
|
9.12K
$314K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-801- 35.51% |
$24.2K - $25.8K
|
1.46K
$50K
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-801- 1.19% |
$24.2K - $25.8K
|
66.7K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-811- 3.2% |
$24.5K - $26.2K
|
24.5K
$844K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-837- 0.16% |
$25.3K - $27K
|
538K
$18.5M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-910- 6.62% |
$27.5K - $29.4K
|
12.8K
$442K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-987Closed |
$29.8K - $31.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 3.67% |
$33.3K - $35.5K
|
28.9K
$994K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.12KClosed |
$33.7K - $36K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.17K- 1.75% |
$35.4K - $37.8K
|
65.8K
$2.26M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.22K- 12.86% |
$37K - $39.5K
|
8.29K
$285K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.26K- 18.46% |
$38K - $40.6K
|
5.56K
$191K
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 2.45% |
$39.3K - $41.9K
|
51.8K
$1.78M
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 1.27% |
$41K - $43.8K
|
105K
$3.62M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.42K- 5.92% |
$42.8K - $45.7K
|
22.5K
$774K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 12.21% |
$44.5K - $47.5K
|
10.6K
$364K
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.6K- 1.92% |
$48.2K - $51.5K
|
81.3K
$2.8M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.62K- 5.58% |
$49K - $52.4K
|
27.5K
$945K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.73K- 8.91% |
$52.3K - $55.8K
|
17.7K
$609K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.77KClosed |
$53.3K - $57K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.81K- 11.28% |
$54.6K - $58.3K
|
14.2K
$489K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 3.35% |
$55K - $58.8K
|
52.5K
$1.8M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.91K- 15.0% |
$57.8K - $61.7K
|
10.8K
$373K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 5.59% |
$63.9K - $68.2K
|
35.7K
$1.23M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.15K- 4.21% |
$65K - $69.4K
|
48.9K
$1.68M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.15K- 5.1% |
$65K - $69.4K
|
40K
$1.38M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.23K- 6.9% |
$67.5K - $72K
|
30.1K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2.4K- 27.64% |
$72.4K - $77.3K
|
6.27K
$216K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.55K- 19.47% |
$77.1K - $82.3K
|
10.5K
$363K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-2.58K- 0.63% |
$78K - $83.3K
|
408K
$14M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 6.32% |
$94K - $100K
|
46.2K
$1.59M
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.38K- 1.85% |
$102K - $109K
|
179K
$6.17M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-3.4KClosed |
$103K - $110K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-3.41K- 25.23% |
$103K - $110K
|
10.1K
$348K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-4.09K- 1.48% |
$124K - $132K
|
273K
$9.38M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.1K- 3.21% |
$124K - $132K
|
124K
$4.25M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.3K- 5.82% |
$130K - $139K
|
69.6K
$2.39M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-4.46K- 33.27% |
$135K - $144K
|
8.94K
$307K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.11K- 3.15% |
$154K - $165K
|
157K
$5.4M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.19K- 1.97% |
$187K - $200K
|
308K
$10.6M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.26K- 6.8% |
$189K - $202K
|
85.8K
$2.95M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.31K- 7.43% |
$191K - $204K
|
78.6K
$2.7M
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6.39KClosed |
$193K - $206K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.76KClosed |
$204K - $218K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.88K- 1.82% |
$208K - $222K
|
371K
$12.8M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 0.83% |
$214K - $229K
|
844K
$29M
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.56KClosed |
$228K - $244K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.88KClosed |
$238K - $254K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-8.07K- 7.92% |
$244K - $261K
|
93.9K
$3.23M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.44KClosed |
$255K - $272K
|
0
$0
|