Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
564+ 2.91% |
$17.4K - $18.9K
|
19.9K
$692K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
550+ 2.52% |
$16.9K - $18.4K
|
22.4K
$777K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
526+ 1.73% |
$16.2K - $17.6K
|
31K
$1.08M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
520+ 2.35% |
$16K - $17.4K
|
22.7K
$788K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
471+ 20.0% |
$14.5K - $15.8K
|
2.83K
$98.1K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400+ 15.59% |
$12.3K - $13.4K
|
2.97K
$103K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
387+ 0.83% |
$11.9K - $13K
|
47.2K
$1.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
364+ 0.44% |
$11.2K - $12.2K
|
82.7K
$2.87M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
342+ 0.62% |
$10.5K - $11.5K
|
55.3K
$1.92M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
323+ 1.3% |
$9.95K - $10.8K
|
25.1K
$872K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
285+ 1.64% |
$8.78K - $9.54K
|
17.6K
$613K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
278+ 2.28% |
$8.56K - $9.31K
|
12.5K
$433K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
273+ 4.34% |
$8.41K - $9.14K
|
6.56K
$228K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
261+ 2.56% |
$8.04K - $8.74K
|
10.5K
$364K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
258+ 0.62% |
$7.94K - $8.64K
|
41.6K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
225+ 1.64% |
$6.93K - $7.54K
|
14K
$485K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
200+ 1.76% |
$6.16K - $6.7K
|
11.5K
$401K
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
194+ 0.35% |
$5.97K - $6.5K
|
56K
$1.95M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
193New |
$5.94K - $6.46K
|
193
$6.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
153+ 0.93% |
$4.71K - $5.12K
|
16.6K
$575K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
144New |
$4.43K - $4.82K
|
144
$5K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
140+ 1.44% |
$4.31K - $4.69K
|
9.84K
$342K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
119New |
$3.66K - $3.99K
|
119
$4.13K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
108+ 0.54% |
$3.33K - $3.62K
|
20K
$696K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
107+ 0.05% |
$3.29K - $3.58K
|
212K
$7.36M
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
100+ 0.09% |
$3.08K - $3.35K
|
106K
$3.68M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44New |
$1.35K - $1.47K
|
44
$1.53K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$1.35K - $1.47K
|
44
$1.53K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38+ 100.0% |
$1.17K - $1.27K
|
76
$2.64K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
29+ 52.73% |
$893 - $971
|
84
$2.92K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
28+ 0.29% |
$862 - $938
|
9.76K
$339K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
25+ 0.2% |
$770 - $837
|
12.4K
$432K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
25+ 1.72% |
$770 - $837
|
1.48K
$51.4K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21+ 0.06% |
$647 - $703
|
33.7K
$1.17M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
17+ 0.27% |
$523 - $569
|
6.4K
$222K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
15+ 0.04% |
$462 - $502
|
37K
$1.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
9+ 0.05% |
$277 - $301
|
18.5K
$641K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3+ 0.05% |
$92.4 - $100
|
6.42K
$223K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
2+ 0.01% |
$61.6 - $67
|
28.2K
$981K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.03% |
$61.6 - $67
|
6.28K
$218K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.03% |
$61.6 - $67
|
7.74K
$269K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.28% |
$30.8 - $33.5
|
359
$12.5K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$30.8 - $33.5
|
2.08K
$72.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.41% |
$30.8 - $33.5
|
244
$8.47K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.13% |
$30.8 - $33.5
|
797
$27.7K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- 0.01% |
$30.8 - $33.5
|
7.04K
$244K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$30.8 - $33.5
|
8.87K
$308K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 3.03% |
$30.8 - $33.5
|
32
$1.11K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-23- 0.16% |
$708 - $770
|
14.2K
$493K
|