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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.45K+ 22.01% |
$115K - $140K
|
24.7K
$883K
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.38K+ 12.59% |
$113K - $138K
|
39.2K
$1.4M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.12K+ 6.39% |
$106K - $130K
|
68.6K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.09K+ 18.0% |
$105K - $129K
|
26.8K
$959K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.72K+ 14.33% |
$95.8K - $117K
|
29.7K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56K+ 32.05% |
$91.7K - $112K
|
14.7K
$526K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
3.11K+ 5.04% |
$80.1K - $98.1K
|
64.8K
$2.32M
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.66K+ 2.23% |
$68.4K - $83.8K
|
122K
$4.36M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
2.59K+ 1.93% |
$66.7K - $81.7K
|
137K
$4.89M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.55KNew |
$65.6K - $80.4K
|
2.55K
$91.3K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.4KNew |
$61.8K - $75.7K
|
2.4K
$85.9K
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.39K+ 14.42% |
$61.4K - $75.3K
|
18.9K
$678K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2.16K+ 4.5% |
$55.6K - $68.1K
|
50.2K
$1.8M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.15KNew |
$55.3K - $67.8K
|
2.15K
$76.9K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 4.43% |
$55.1K - $67.5K
|
50.4K
$1.8M
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.02K+ 15.5% |
$51.9K - $63.6K
|
15K
$538K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 4.71% |
$51.8K - $63.5K
|
44.7K
$1.6M
|
|
Oct 21, 2022
Q3 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
2.01K+ 10.57% |
$51.6K - $63.2K
|
21K
$751K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
2K+ 10.76% |
$51.4K - $63K
|
20.6K
$736K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2K+ 0.71% |
$51.4K - $62.9K
|
284K
$10.1M
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.82K+ 7.71% |
$46.8K - $57.3K
|
25.4K
$909K
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.69K+ 2.71% |
$43.6K - $53.4K
|
64.1K
$2.3M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61K+ 3.33% |
$41.5K - $50.9K
|
50K
$1.79M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.55K+ 1.89% |
$39.9K - $48.9K
|
83.7K
$3M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.41K+ 8.06% |
$36.3K - $44.5K
|
18.9K
$677K
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 1.86% |
$34.7K - $42.5K
|
73.8K
$2.64M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 2.41% |
$34.4K - $42.1K
|
56.7K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 3.69% |
$29.7K - $36.4K
|
32.4K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.13KNew |
$29.2K - $35.8K
|
1.13K
$40.6K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.13K+ 22.0% |
$29K - $35.6K
|
6.26K
$224K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 3.0% |
$28.2K - $34.6K
|
37.7K
$1.35M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.92% |
$26.3K - $32.2K
|
112K
$4.01M
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
981+ 2.43% |
$25.3K - $30.9K
|
41.3K
$1.48M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
906New |
$23.3K - $28.6K
|
906
$32.4K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
900New |
$23.2K - $28.4K
|
900
$32.2K
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
821+ 1.99% |
$21.1K - $25.9K
|
42K
$1.5M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
727+ 3.62% |
$18.7K - $22.9K
|
20.8K
$746K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
653+ 3.02% |
$16.8K - $20.6K
|
22.3K
$797K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$15.6K - $19.1K
|
607
$21.7K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
590+ 0.74% |
$15.2K - $18.6K
|
80.2K
$2.87M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
560New |
$14.4K - $17.7K
|
560
$20K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
487+ 2.02% |
$12.5K - $15.4K
|
24.6K
$881K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
483+ 0.86% |
$12.4K - $15.2K
|
56.7K
$2.03M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
455+ 3.84% |
$11.7K - $14.4K
|
12.3K
$440K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
438+ 8.84% |
$11.3K - $13.8K
|
5.39K
$193K
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
390+ 1.55% |
$10K - $12.3K
|
25.6K
$917K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
363+ 59.9% |
$9.34K - $11.4K
|
969
$34.7K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
329+ 29.8% |
$8.47K - $10.4K
|
1.43K
$51.3K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
324+ 0.03% |
$8.34K - $10.2K
|
982K
$35.2M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
310+ 2.56% |
$7.98K - $9.78K
|
12.4K
$444K
|