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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 1.89% |
$34.7K - $37.9K
|
58.4K
$2.09M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.3K- 46.43% |
$40.2K - $43.9K
|
1.5K
$53.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.38K- 3.25% |
$42.7K - $46.6K
|
41.1K
$1.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.45K- 1.79% |
$45K - $49.1K
|
79.9K
$2.86M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.54K- 36.53% |
$47.5K - $51.9K
|
2.67K
$95.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.64K- 2.77% |
$50.8K - $55.5K
|
57.6K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-1.77KClosed |
$54.9K - $59.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.82K- 28.95% |
$56.4K - $61.6K
|
4.48K
$160K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.9K- 8.78% |
$58.8K - $64.2K
|
19.7K
$707K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.96KClosed |
$60.7K - $66.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.97K- 1.25% |
$61K - $66.6K
|
155K
$5.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-2.05K- 22.93% |
$63.4K - $69.3K
|
6.89K
$247K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.12K- 55.28% |
$65.7K - $71.8K
|
1.72K
$61.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.16K- 15.16% |
$66.7K - $72.9K
|
12.1K
$432K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.25KClosed |
$69.6K - $76K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-2.33K- 3.49% |
$72K - $78.6K
|
64.3K
$2.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.36KClosed |
$72.9K - $79.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.54K- 9.04% |
$78.6K - $85.8K
|
25.6K
$915K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 4.06% |
$82.7K - $90.3K
|
63.1K
$2.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.68KClosed |
$82.8K - $90.5K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$83.2K - $90.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.98K- 5.14% |
$92.3K - $101K
|
55.1K
$1.97M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.03K- 24.03% |
$93.8K - $102K
|
9.58K
$343K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-3.07K- 32.17% |
$95K - $104K
|
6.47K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.26KClosed |
$101K - $110K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.62KClosed |
$112K - $122K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.69K- 13.4% |
$114K - $125K
|
23.9K
$854K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.05K- 10.11% |
$125K - $137K
|
36K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-4.05K- 0.99% |
$125K - $137K
|
404K
$14.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.12K- 8.43% |
$127K - $139K
|
44.8K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.42K- 5.14% |
$137K - $149K
|
81.4K
$2.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.84K- 17.1% |
$150K - $163K
|
23.5K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.06K- 10.4% |
$156K - $171K
|
43.6K
$1.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-5.26K- 57.13% |
$163K - $178K
|
3.95K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-5.42K- 15.2% |
$168K - $183K
|
30.2K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.56KClosed |
$172K - $188K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.44KClosed |
$199K - $218K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-6.52K- 5.41% |
$202K - $220K
|
114K
$4.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.65K- 21.77% |
$206K - $225K
|
23.9K
$856K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.88K- 11.81% |
$213K - $233K
|
51.4K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.94KClosed |
$215K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.55K- 1.4% |
$234K - $255K
|
530K
$19M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-8.26K- 8.8% |
$256K - $279K
|
85.6K
$3.07M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.29KClosed |
$257K - $280K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.37KClosed |
$290K - $317K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 7.62% |
$330K - $360K
|
129K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.4KClosed |
$353K - $386K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-12.1K- 12.85% |
$375K - $410K
|
82.3K
$2.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-15KClosed |
$465K - $508K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19.7K- 15.61% |
$609K - $665K
|
106K
$3.81M
|