Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3K- 13.92% |
$81.9K - $96.4K
|
18.6K
$667K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.02K- 14.11% |
$82.4K - $96.9K
|
18.4K
$661K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.02K- 14.11% |
$82.4K - $96.9K
|
18.4K
$661K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.32K- 0.78% |
$90.7K - $107K
|
423K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.48K- 5.16% |
$94.9K - $112K
|
63.9K
$2.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.49K- 6.01% |
$95.3K - $112K
|
54.6K
$1.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.51K- 2.84% |
$95.7K - $113K
|
120K
$4.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.57K- 72.24% |
$97.3K - $115K
|
1.37K
$49.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.7K- 59.2% |
$101K - $119K
|
2.55K
$91.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-3.75K- 2.19% |
$102K - $121K
|
168K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.03K- 5.34% |
$110K - $129K
|
71.3K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.05K- 7.79% |
$111K - $130K
|
47.9K
$1.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.18K- 22.7% |
$114K - $134K
|
14.2K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.35K- 16.2% |
$119K - $140K
|
22.5K
$810K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.88K- 19.71% |
$133K - $157K
|
19.9K
$714K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-5.25K- 6.99% |
$143K - $169K
|
69.9K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.99K- 7.03% |
$163K - $192K
|
79.1K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.13K- 4.88% |
$167K - $197K
|
119K
$4.29M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.41K- 30.23% |
$175K - $206K
|
14.8K
$532K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 1.61% |
$189K - $222K
|
422K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.24K- 0.42% |
$198K - $233K
|
1.72M
$61.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.55K- 1.2% |
$206K - $243K
|
620K
$22.3M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-7.93K- 9.69% |
$217K - $255K
|
74K
$2.66M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-8.07K- 12.1% |
$220K - $259K
|
58.6K
$2.11M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.86K- 80.36% |
$242K - $285K
|
2.17K
$77.9K
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-9.03K- 22.57% |
$246K - $290K
|
31K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.15K- 15.2% |
$250K - $294K
|
51K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.1K- 99.02% |
$275K - $323K
|
100
$3.6K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.4K- 45.62% |
$284K - $334K
|
12.4K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 9.16% |
$289K - $340K
|
105K
$3.77M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 0.95% |
$297K - $350K
|
1.13M
$40.8M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-23.1K- 2.5% |
$632K - $743K
|
903K
$32.5M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-23.2K- 13.49% |
$632K - $744K
|
148K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.3K- 34.52% |
$663K - $781K
|
46.1K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.5K- 1.54% |
$723K - $851K
|
1.7M
$61M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-29.4K- 11.36% |
$804K - $946K
|
230K
$8.26M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-30K- 31.58% |
$819K - $964K
|
65K
$2.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-39.6K- 77.58% |
$1.08M - $1.27M
|
11.4K
$412K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-55.5K- 13.88% |
$1.52M - $1.78M
|
344K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.9K- 12.51% |
$1.75M - $2.05M
|
447K
$16.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-73.8K- 99.55% |
$2.02M - $2.37M
|
335
$12K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.1K- 4.52% |
$2.16M - $2.54M
|
1.67M
$60.2M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-86.8K- 46.22% |
$2.37M - $2.79M
|
101K
$3.63M
|