Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.24K+ 14.77% |
$32.7K - $37.9K
|
9.65K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.17K+ 4.83% |
$30.7K - $35.6K
|
25.4K
$877K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.11K+ 12.48% |
$29.1K - $33.8K
|
9.99K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 1.83% |
$28.8K - $33.4K
|
61K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1.07K+ 2.13% |
$28.1K - $32.6K
|
51.2K
$1.77M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.06KNew |
$27.9K - $32.4K
|
1.06K
$36.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.05K+ 350.84% |
$27.6K - $32K
|
1.35K
$46.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.04K+ 1.24% |
$27.4K - $31.8K
|
84.8K
$2.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.02KNew |
$26.9K - $31.2K
|
1.02K
$35.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.02K+ 1.26% |
$26.9K - $31.2K
|
81.9K
$2.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
944+ 12.21% |
$24.8K - $28.8K
|
8.67K
$300K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
790+ 1.39% |
$20.8K - $24.1K
|
57.5K
$1.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
783+ 1.86% |
$20.6K - $23.9K
|
42.8K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
775+ 1.35% |
$20.4K - $23.6K
|
58.3K
$2.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
757+ 2.5% |
$19.9K - $23.1K
|
31K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
741+ 6.17% |
$19.5K - $22.6K
|
12.7K
$441K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
734+ 2.99% |
$19.3K - $22.4K
|
25.3K
$874K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
714+ 3.7% |
$18.8K - $21.8K
|
20K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
650+ 2.43% |
$17.1K - $19.8K
|
27.4K
$949K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
638+ 0.97% |
$16.8K - $19.5K
|
66.7K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
636+ 3.95% |
$16.7K - $19.4K
|
16.7K
$579K
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
595+ 5.63% |
$15.6K - $18.1K
|
11.2K
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
504New |
$13.3K - $15.4K
|
504
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
438+ 1.77% |
$11.5K - $13.4K
|
25.2K
$869K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
436New |
$11.5K - $13.3K
|
436
$15.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
425+ 2.83% |
$11.2K - $13K
|
15.5K
$535K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
415+ 1.69% |
$10.9K - $12.7K
|
24.9K
$862K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
400+ 25.24% |
$10.5K - $12.2K
|
1.99K
$68.6K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
380+ 3.06% |
$9.99K - $11.6K
|
12.8K
$442K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
372+ 0.26% |
$9.78K - $11.3K
|
145K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
362+ 0.49% |
$9.52K - $11K
|
74.2K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
361+ 1.73% |
$9.49K - $11K
|
21.2K
$733K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
292+ 0.94% |
$7.68K - $8.91K
|
31.4K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
274New |
$7.2K - $8.36K
|
274
$9.47K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
255+ 39.41% |
$6.7K - $7.78K
|
902
$31.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
233+ 1.28% |
$6.13K - $7.11K
|
18.4K
$637K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
230+ 1.56% |
$6.05K - $7.02K
|
15K
$519K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
188+ 0.13% |
$4.94K - $5.73K
|
150K
$5.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
166+ 535.48% |
$4.36K - $5.06K
|
197
$6.81K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
151+ 0.97% |
$3.97K - $4.61K
|
15.7K
$541K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
129+ 0.13% |
$3.39K - $3.93K
|
98.7K
$3.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
127+ 0.6% |
$3.34K - $3.87K
|
21.4K
$739K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
$3.08K - $3.57K
|
117
$4.04K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
117New |
$3.08K - $3.57K
|
117
$4.04K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
86+ 3.9% |
$2.26K - $2.62K
|
2.29K
$79.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
66+ 0.2% |
$1.74K - $2.01K
|
33.9K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
65+ 0.26% |
$1.71K - $1.98K
|
24.7K
$855K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
61+ 110.91% |
$1.6K - $1.86K
|
116
$4.01K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
38+ 1.92% |
$999 - $1.16K
|
2.02K
$69.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28+ 0.03% |
$736 - $854
|
83.9K
$2.9M
|