Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
788K+ 48.41% |
$20.3M - $24.9M
|
2.42M
$86.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 13.07% |
$4.59M - $5.63M
|
1.54M
$55.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
115K+ 198.32% |
$2.95M - $3.62M
|
173K
$6.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
84.2K+ 5.8% |
$2.17M - $2.66M
|
1.53M
$54.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.9K+ 12.05% |
$2.13M - $2.62M
|
771K
$27.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.3K+ 26.46% |
$2.07M - $2.53M
|
384K
$13.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.1K+ 4.79% |
$2.01M - $2.46M
|
1.71M
$61.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
69.5KNew |
$1.79M - $2.19M
|
69.5K
$2.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.3K+ 13.98% |
$1.06M - $1.3M
|
337K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.6K+ 11.28% |
$943K - $1.16M
|
361K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.9K+ 8.78% |
$897K - $1.1M
|
432K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
32.6K+ 11.58% |
$840K - $1.03M
|
314K
$11.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27.3K+ 4.97% |
$702K - $860K
|
576K
$20.6M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23.7KNew |
$610K - $748K
|
23.7K
$849K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
22.7KNew |
$584K - $715K
|
22.7K
$812K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.6K+ 30.01% |
$427K - $524K
|
71.9K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.1KNew |
$414K - $508K
|
16.1K
$576K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.7K+ 14.98% |
$403K - $494K
|
120K
$4.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.1K+ 60.92% |
$363K - $444K
|
37.2K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
13.9K+ 28.06% |
$359K - $439K
|
63.6K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9K+ 42.54% |
$357K - $437K
|
46.5K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 3.39% |
$352K - $431K
|
417K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 1.21% |
$344K - $421K
|
1.11M
$39.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3KNew |
$316K - $387K
|
12.3K
$439K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12KNew |
$309K - $379K
|
12K
$430K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
10.9K+ 18.36% |
$280K - $343K
|
70.2K
$2.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 69.39% |
$273K - $334K
|
25.9K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.4K+ 124.38% |
$267K - $327K
|
18.7K
$670K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$267K - $327K
|
10.4K
$371K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10.3K+ 86.46% |
$264K - $324K
|
22.1K
$793K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.2K+ 9.78% |
$262K - $321K
|
114K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 27.23% |
$259K - $318K
|
47.1K
$1.69M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
9.57KNew |
$246K - $302K
|
9.57K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
9.49KNew |
$244K - $299K
|
9.49K
$340K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.27KNew |
$239K - $293K
|
9.27K
$332K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.19K+ 10.55% |
$236K - $290K
|
96.3K
$3.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.95K+ 15.68% |
$230K - $282K
|
66K
$2.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.4K+ 6.47% |
$216K - $265K
|
138K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.28KNew |
$213K - $261K
|
8.28K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.19KNew |
$211K - $258K
|
8.19K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 7.77% |
$196K - $240K
|
106K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.84K+ 14.65% |
$176K - $216K
|
53.5K
$1.92M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.69K+ 4.4% |
$172K - $211K
|
159K
$5.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.69K+ 4.4% |
$172K - $211K
|
159K
$5.68M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.65K+ 6.73% |
$171K - $210K
|
105K
$3.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.99K+ 11.92% |
$154K - $189K
|
56.2K
$2.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
5.94K+ 2.6% |
$153K - $187K
|
235K
$8.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.23K+ 20.9% |
$135K - $165K
|
30.2K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.19K+ 9.12% |
$134K - $164K
|
62.1K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.83KNew |
$124K - $152K
|
4.83K
$173K
|