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 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 13.41% |
$210K - $244K
|
64.3K
$2.23M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.04KNew |
$194K - $226K
|
7.04K
$245K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.02K+ 7.71% |
$194K - $226K
|
98K
$3.4M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.99K+ 43.27% |
$193K - $225K
|
23.1K
$803K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
6.97K+ 4.99% |
$192K - $224K
|
147K
$5.09M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
6.87K+ 28.73% |
$190K - $221K
|
30.8K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.98K+ 56.59% |
$165K - $192K
|
16.6K
$575K
|
|
Jul 25, 2022
Q2 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
5.24K+ 38.14% |
$144K - $168K
|
19K
$658K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
5.03KNew |
$139K - $162K
|
5.03K
$175K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.98K+ 24.86% |
$137K - $160K
|
25K
$869K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.93K+ 9.61% |
$136K - $158K
|
56.2K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 7.72% |
$120K - $140K
|
60.9K
$2.12M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4K+ 36.79% |
$110K - $129K
|
14.9K
$517K
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.85K+ 0.9% |
$106K - $124K
|
434K
$15.1M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.65K+ 16.57% |
$101K - $117K
|
25.7K
$892K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.31KNew |
$91.1K - $106K
|
3.31K
$115K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.24K+ 6.22% |
$89.3K - $104K
|
55.3K
$1.92M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 12.34% |
$80.1K - $93.4K
|
26.4K
$919K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.83K+ 16.26% |
$78K - $90.9K
|
20.2K
$702K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.61KNew |
$72K - $83.9K
|
2.61K
$90.6K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.53KNew |
$69.7K - $81.3K
|
2.53K
$87.8K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.48KNew |
$68.2K - $79.5K
|
2.48K
$86K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.41K+ 11.88% |
$66.4K - $77.5K
|
22.7K
$788K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.37K+ 91.57% |
$65.3K - $76.1K
|
4.96K
$172K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.2K+ 18.62% |
$60.6K - $70.6K
|
14K
$486K
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.16K+ 5.52% |
$59.4K - $69.3K
|
41.2K
$1.43M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.93K+ 9.62% |
$53.1K - $61.9K
|
22K
$763K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.92K+ 0.17% |
$52.9K - $61.6K
|
1.1M
$38.2M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.75K+ 1.21% |
$48.1K - $56.1K
|
146K
$5.06M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52KNew |
$42K - $49K
|
1.52K
$52.9K
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.52K+ 8.59% |
$41.8K - $48.7K
|
19.2K
$665K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 2.38% |
$41.4K - $48.2K
|
64.5K
$2.24M
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.48K+ 12.78% |
$40.7K - $47.4K
|
13K
$452K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.4K+ 175.28% |
$38.5K - $44.9K
|
2.19K
$76.2K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 80.38% |
$38.1K - $44.4K
|
3.1K
$108K
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.37K+ 4.57% |
$37.7K - $44K
|
31.3K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.35KNew |
$37.3K - $43.5K
|
1.35K
$47K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2K+ 1.4% |
$33.2K - $38.7K
|
87.1K
$3.02M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.17K+ 3.73% |
$32.3K - $37.7K
|
32.6K
$1.13M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.1K+ 11.91% |
$30.4K - $35.5K
|
10.4K
$360K
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.07K+ 4.77% |
$29.6K - $34.5K
|
23.6K
$819K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
968+ 12.58% |
$26.7K - $31.1K
|
8.67K
$301K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
895+ 4.03% |
$24.7K - $28.8K
|
23.1K
$802K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
858+ 2.17% |
$23.7K - $27.6K
|
40.3K
$1.4M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
835+ 3.59% |
$23K - $26.8K
|
24.1K
$837K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
806+ 1.71% |
$22.2K - $25.9K
|
48K
$1.67M
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
662+ 1.07% |
$18.3K - $21.3K
|
62.5K
$2.17M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
606New |
$16.7K - $19.5K
|
606
$21K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
533+ 2.72% |
$14.7K - $17.1K
|
20.1K
$698K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
505+ 0.89% |
$13.9K - $16.2K
|
57.1K
$1.98M
|