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
|
Alaska Permanent Capital Management
|
BUY
|
- |
302+ 0.75% |
$7.77K - $9.53K
|
40.5K
$1.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$7.72K - $9.46K
|
300
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
299New |
$7.7K - $9.43K
|
299
$10.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
293New |
$7.54K - $9.24K
|
293
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
290+ 2.29% |
$7.46K - $9.15K
|
12.9K
$465K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
285+ 63.33% |
$7.34K - $8.99K
|
735
$26.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
281+ 0.91% |
$7.23K - $8.86K
|
31.1K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200New |
$5.15K - $6.31K
|
200
$7.19K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
200+ 2.38% |
$5.15K - $6.31K
|
8.62K
$310K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
173+ 5.45% |
$4.45K - $5.46K
|
3.35K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
158+ 0.87% |
$4.07K - $4.98K
|
18.3K
$660K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
155New |
$3.99K - $4.89K
|
155
$5.58K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
150+ 0.78% |
$3.86K - $4.73K
|
19.3K
$694K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
131+ 0.85% |
$3.37K - $4.13K
|
15.5K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$2.57K - $3.15K
|
100
$3.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
76+ 0.78% |
$1.96K - $2.4K
|
9.81K
$353K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
68+ 0.14% |
$1.75K - $2.14K
|
48.2K
$1.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
57+ 0.17% |
$1.47K - $1.8K
|
33.8K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46+ 0.47% |
$1.18K - $1.45K
|
9.76K
$351K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.48% |
$1.08K - $1.32K
|
8.84K
$318K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38New |
$978 - $1.2K
|
38
$1.37K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$798 - $978
|
31
$1.12K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.16% |
$335 - $410
|
8.36K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11+ 0.86% |
$283 - $347
|
1.28K
$46.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.86% |
$206 - $252
|
935
$33.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.03% |
$206 - $252
|
24.1K
$868K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7+ 0.06% |
$180 - $221
|
12.5K
$449K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.61% |
$154 - $189
|
996
$35.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$129 - $158
|
10.2K
$366K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.08% |
$129 - $158
|
6.29K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.83% |
$77.2 - $94.6
|
364
$13.1K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.04% |
$77.2 - $94.6
|
7.75K
$279K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$51.5 - $63.1
|
58K
$2.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.09% |
$51.5 - $63.1
|
2.2K
$79K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.31% |
$51.5 - $63.1
|
647
$23.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.83% |
$25.7 - $31.5
|
121
$4.35K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$25.7 - $31.5
|
7.23K
$260K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 7.14% |
$51.5 - $63.1
|
26
$935
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8- 0.36% |
$206 - $252
|
2.2K
$79.2K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10- 0.68% |
$257 - $315
|
1.47K
$52.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-29- 34.52% |
$746 - $915
|
55
$1.98K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-42- 0.16% |
$1.08K - $1.32K
|
26.4K
$950K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-73- 0.23% |
$1.88K - $2.3K
|
32.1K
$1.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-88- 0.1% |
$2.27K - $2.78K
|
83.8K
$3.02M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-89- 4.95% |
$2.29K - $2.81K
|
1.71K
$61.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-101- 0.37% |
$2.6K - $3.19K
|
27.2K
$978K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-103- 0.33% |
$2.65K - $3.25K
|
31K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 51.69% |
$2.75K - $3.37K
|
100
$3.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-120- 0.66% |
$3.09K - $3.78K
|
18.2K
$654K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-142- 0.65% |
$3.66K - $4.48K
|
21.6K
$776K
|