Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
388KNew |
$12M - $13.1M
|
388K
$13.9M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
137KNew |
$4.25M - $4.64M
|
137K
$4.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
121KNew |
$3.75M - $4.1M
|
121K
$4.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
103K+ 6.87% |
$3.18M - $3.48M
|
1.6M
$57.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.1K+ 8.5% |
$2.05M - $2.23M
|
845K
$30.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
65.9KNew |
$2.04M - $2.23M
|
65.9K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.8K+ 213.87% |
$1.82M - $1.99M
|
86.2K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58KNew |
$1.8M - $1.96M
|
58K
$2.08M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
55.9KNew |
$1.73M - $1.89M
|
55.9K
$2M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
54.8KNew |
$1.7M - $1.85M
|
54.8K
$1.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40.1KNew |
$1.24M - $1.35M
|
40.1K
$1.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
38.5K+ 563.08% |
$1.19M - $1.3M
|
45.3K
$1.62M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
38.3KNew |
$1.18M - $1.29M
|
38.3K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.6K+ 17.39% |
$1.16M - $1.27M
|
254K
$9.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.5K+ 3.04% |
$1.13M - $1.23M
|
1.24M
$44.4M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
34.3KNew |
$1.06M - $1.16M
|
34.3K
$1.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
31.6KNew |
$977K - $1.07M
|
31.6K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
29.8K+ 6.23% |
$921K - $1.01M
|
507K
$18.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29K+ 23.44% |
$896K - $978K
|
152K
$5.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26.3K+ 386.07% |
$813K - $888K
|
33.1K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
23.1K+ 12.25% |
$715K - $781K
|
212K
$7.59M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.5K+ 43.51% |
$697K - $761K
|
74.3K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.5K+ 43.51% |
$697K - $761K
|
74.3K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 0.92% |
$665K - $726K
|
2.35M
$84.2M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$611K - $667K
|
19.8K
$707K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
19KNew |
$588K - $642K
|
19K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
16.5KNew |
$512K - $559K
|
16.5K
$592K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
15.7K+ 101.48% |
$486K - $531K
|
31.2K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.4K+ 3.37% |
$475K - $519K
|
471K
$16.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15.3KNew |
$472K - $516K
|
15.3K
$547K
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
13K+ 25.1% |
$402K - $439K
|
64.8K
$2.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
12.9KNew |
$398K - $434K
|
12.9K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 0.88% |
$364K - $397K
|
1.35M
$48.3M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 1.08% |
$355K - $388K
|
1.08M
$38.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 29.89% |
$343K - $375K
|
48.2K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9KNew |
$337K - $368K
|
10.9K
$390K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
10.1K+ 140.06% |
$313K - $342K
|
17.4K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
10.1KNew |
$313K - $342K
|
10.1K
$362K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.34K+ 53.21% |
$289K - $316K
|
26.9K
$963K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.26K+ 14.32% |
$286K - $313K
|
73.9K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.87KNew |
$274K - $300K
|
8.87K
$318K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.49K+ 24.29% |
$263K - $287K
|
43.5K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.95KNew |
$246K - $269K
|
7.95K
$285K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.73KNew |
$239K - $261K
|
7.73K
$277K
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
7.4KNew |
$229K - $250K
|
7.4K
$265K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.1K+ 40.11% |
$220K - $240K
|
24.8K
$888K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
6.84K+ 2.51% |
$211K - $231K
|
280K
$10M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.75KNew |
$209K - $228K
|
6.75K
$242K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.41KNew |
$198K - $217K
|
6.41K
$230K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.39KNew |
$198K - $216K
|
6.39K
$229K
|