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 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.83K- 81.81% |
$267K - $285K
|
1.96K
$70.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.88K- 5.97% |
$268K - $287K
|
140K
$5.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.3K- 60.39% |
$312K - $333K
|
6.76K
$242K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.6K- 16.55% |
$349K - $373K
|
58.3K
$2.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.9K- 64.78% |
$359K - $384K
|
6.47K
$231K
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-12.4K- 2.79% |
$374K - $400K
|
432K
$15.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13.4K- 66.92% |
$405K - $433K
|
6.63K
$237K
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-18.1KClosed |
$548K - $586K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18.4K- 60.82% |
$557K - $595K
|
11.9K
$425K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22KClosed |
$666K - $711K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22.7KClosed |
$687K - $733K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24K- 1.58% |
$726K - $775K
|
1.5M
$53.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-27.6K- 5.02% |
$836K - $892K
|
523K
$18.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27.7K- 33.75% |
$836K - $893K
|
54.3K
$1.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-28.8K- 17.73% |
$871K - $930K
|
134K
$4.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.1K- 56.56% |
$909K - $971K
|
23.1K
$827K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.5K- 37.04% |
$920K - $983K
|
51.8K
$1.85M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.1K- 10.56% |
$1.12M - $1.2M
|
314K
$11.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.5K- 57.59% |
$1.25M - $1.34M
|
30.6K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.4K- 3.48% |
$1.31M - $1.4M
|
1.2M
$43M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-43.7K- 40.79% |
$1.32M - $1.41M
|
63.4K
$2.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.1K- 6.71% |
$1.36M - $1.45M
|
627K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-46.6KClosed |
$1.41M - $1.5M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-55.6KClosed |
$1.68M - $1.79M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.4K- 4.92% |
$2.4M - $2.56M
|
1.53M
$54.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-92.9K- 24.82% |
$2.81M - $3M
|
282K
$10.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-115KClosed |
$3.49M - $3.73M
|
0
$0
|