Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
456KNew |
$12.6M - $14.6M
|
456K
$16.4M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
269K+ 210.47% |
$7.42M - $8.65M
|
397K
$14.3M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
162K+ 35.74% |
$4.46M - $5.2M
|
614K
$22.1M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
108KNew |
$2.98M - $3.47M
|
108K
$3.89M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
85.1K+ 6.23% |
$2.35M - $2.73M
|
1.45M
$52.2M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
79.6KNew |
$2.2M - $2.56M
|
79.6K
$2.86M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78K+ 66.08% |
$2.15M - $2.51M
|
196K
$7.05M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.4K+ 5.93% |
$2.11M - $2.46M
|
1.36M
$49.1M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
58.8K+ 11675.79% |
$1.62M - $1.89M
|
59.4K
$2.13M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55.9KNew |
$1.54M - $1.8M
|
55.9K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.4KNew |
$1.39M - $1.62M
|
50.4K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.1K+ 3.17% |
$1.38M - $1.61M
|
1.63M
$58.6M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.6K+ 73.91% |
$1.37M - $1.59M
|
117K
$4.19M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48K+ 16312.93% |
$1.32M - $1.54M
|
48.3K
$1.74M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$1.18M - $1.37M
|
42.7K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
41.1K+ 481.06% |
$1.13M - $1.32M
|
49.6K
$1.79M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.9K+ 12.83% |
$1.02M - $1.19M
|
325K
$11.7M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
31K+ 32.04% |
$856K - $997K
|
128K
$4.6M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25.3K+ 4.83% |
$697K - $813K
|
548K
$19.7M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
25.1KNew |
$692K - $806K
|
25.1K
$902K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.6KNew |
$677K - $789K
|
24.6K
$883K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.5K+ 3.7% |
$676K - $789K
|
688K
$24.8M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$599K - $698K
|
21.7K
$781K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.5K+ 70.98% |
$536K - $625K
|
46.9K
$1.69M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
17.7K+ 42.53% |
$488K - $569K
|
59.3K
$2.13M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
16.6K+ 7.83% |
$458K - $534K
|
229K
$8.22M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 4.21% |
$449K - $524K
|
403K
$14.5M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
15.3K+ 154.83% |
$423K - $493K
|
25.2K
$908K
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
15K+ 18.52% |
$414K - $482K
|
96K
$3.45M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3K+ 227.5% |
$394K - $460K
|
20.6K
$741K
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
13.9K+ 1.44% |
$383K - $447K
|
982K
$35.3M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
13.5K+ 108.8% |
$373K - $435K
|
26K
$934K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
13K+ 9.36% |
$359K - $418K
|
152K
$5.47M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
13K+ 9.36% |
$359K - $418K
|
152K
$5.47M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
12.9K+ 252.38% |
$355K - $413K
|
18K
$646K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.6K+ 13.7% |
$347K - $405K
|
104K
$3.76M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
11.8K+ 2.19% |
$325K - $379K
|
551K
$19.8M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
11.4K+ 13.89% |
$314K - $366K
|
93.5K
$3.36M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 76.0% |
$304K - $354K
|
25.5K
$918K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 10.98% |
$303K - $353K
|
111K
$4M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
11K+ 77.01% |
$302K - $352K
|
25.2K
$906K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.5K+ 3.86% |
$288K - $336K
|
282K
$10.1M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 16.38% |
$279K - $325K
|
71.9K
$2.59M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.73K+ 8.1% |
$268K - $313K
|
130K
$4.67M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.54K+ 10.68% |
$263K - $306K
|
98.8K
$3.56M
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.85K+ 21.38% |
$244K - $284K
|
50.2K
$1.81M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
8.28KNew |
$228K - $266K
|
8.28K
$298K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.1K+ 20.98% |
$223K - $260K
|
46.7K
$1.68M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
7.88K+ 14.65% |
$217K - $253K
|
61.7K
$2.22M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.7K+ 101.8% |
$212K - $248K
|
15.3K
$549K
|