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 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.21K- 22.93% |
$82.6K - $101K
|
10.8K
$388K
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.44K- 0.79% |
$88.4K - $108K
|
431K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.5K- 31.18% |
$90.1K - $110K
|
7.73K
$278K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.72K- 12.98% |
$95.6K - $117K
|
24.9K
$896K
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-3.76K- 6.66% |
$96.7K - $118K
|
52.7K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.8K- 3.55% |
$97.7K - $120K
|
103K
$3.71M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.92K- 4.55% |
$101K - $124K
|
82.2K
$2.96M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.92K- 4.55% |
$101K - $124K
|
82.2K
$2.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.99K- 23.62% |
$103K - $126K
|
12.9K
$464K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.81KClosed |
$124K - $152K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.96K- 13.44% |
$128K - $156K
|
31.9K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.29K- 4.54% |
$136K - $167K
|
111K
$4M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.99K- 9.31% |
$154K - $189K
|
58.3K
$2.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.05K- 4.32% |
$156K - $191K
|
134K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.85K- 26.66% |
$176K - $216K
|
18.8K
$677K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.71K- 10.72% |
$199K - $243K
|
64.2K
$2.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8.11K- 9.11% |
$209K - $256K
|
80.9K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.75K- 1.3% |
$225K - $276K
|
665K
$23.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-9.1K- 24.31% |
$234K - $287K
|
28.3K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.78K- 38.33% |
$252K - $308K
|
15.7K
$566K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.2K- 48.5% |
$288K - $353K
|
11.9K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.1K- 11.18% |
$311K - $381K
|
95.9K
$3.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-12.3K- 4.37% |
$316K - $387K
|
268K
$9.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 20.06% |
$326K - $400K
|
50.5K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.7KClosed |
$327K - $400K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 9.08% |
$345K - $423K
|
134K
$4.82M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 29.75% |
$356K - $436K
|
32.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16.1K- 12.6% |
$415K - $508K
|
112K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.1K- 36.52% |
$441K - $540K
|
29.7K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.9K- 38.14% |
$485K - $595K
|
30.6K
$1.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-21K- 51.85% |
$542K - $664K
|
19.5K
$703K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.1K- 63.64% |
$826K - $1.01M
|
18.3K
$660K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-37.6K- 6.81% |
$967K - $1.18M
|
514K
$18.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-46K- 7.48% |
$1.18M - $1.45M
|
568K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-143K- 72.73% |
$3.67M - $4.5M
|
53.5K
$1.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-232K- 46.52% |
$5.96M - $7.3M
|
266K
$9.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-243K- 16.69% |
$6.25M - $7.66M
|
1.21M
$43.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-252K- 10.23% |
$6.48M - $7.94M
|
2.21M
$79.5M
|