Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

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
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

SELL
 -
-2.42K
- 3.89%
$66.7K - $77.8K
59.8K $2.07M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-2.88K
- 63.76%
$79.5K - $92.6K
1.64K $56.6K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-3.06K
- 9.85%
$84.3K - $98.3K
28K $968K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-3.12K
- 93.78%
$86K - $100K
207 $7.16K
Jul 29, 2022 Q2 2022
Destination Wealth Management

SELL
 -
-3.22K
- 1.13%
$88.8K - $103K
282K $9.74M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-3.22K
- 8.09%
$88.9K - $104K
36.6K $1.27M
Jul 26, 2022 Q2 2022
Key F Inancial Inc

SELL
 -
-3.34K
- 2.43%
$92K - $107K
134K $4.63M
Jul 12, 2022 Q2 2022
Connecticut Wealth Management, LLC

SELL
 -
-3.47K
- 7.31%
$95.7K - $112K
44K $1.52M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-3.66K
- 1.23%
$101K - $118K
295K $10.2M
Aug 05, 2022 Q2 2022
Dakota Wealth Management

SELL
 -
-3.76K
- 9.12%
$104K - $121K
37.4K $1.29M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
SELL
 -
-4.06K
- 0.16%
$112K - $130K
2.46M $85.1M
Jul 12, 2022 Q2 2022
Lake Street Financial LLC

SELL
 -
-4.09K
- 36.22%
$113K - $131K
7.19K $249K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.26K
- 4.72%
$118K - $137K
86.1K $2.98M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.26K
- 4.72%
$118K - $137K
86.1K $2.98M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-4.3K
- 27.67%
$118K - $138K
11.2K $388K
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-4.37K
- 23.86%
$120K - $140K
13.9K $482K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

SELL
 -
-4.39K
- 4.15%
$121K - $141K
101K $3.51M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-5.11K
- 1.65%
$141K - $164K
304K $10.5M
Aug 09, 2022 Q2 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-5.19K
- 5.51%
$143K - $167K
89K $3.08M
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-5.19K
- 6.67%
$143K - $167K
72.6K $2.51M
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-5.76K
- 16.75%
$159K - $185K
28.6K $989K
Jul 27, 2022 Q2 2022
Adamsbrown Wealth Consultants LLC

SELL
 -
-5.9K
- 43.59%
$163K - $190K
7.63K $264K
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-5.91K
- 13.8%
$163K - $190K
36.9K $1.28M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-6.3K
Closed
$174K - $203K
0 $0
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-6.38K
Closed
$176K - $205K
0 $0
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
SELL
 -
-6.4K
Closed
$177K - $206K
0 $0
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-6.42K
Closed
$177K - $206K
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-6.5K
Closed
$179K - $209K
0 $0
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-6.54K
- 4.25%
$180K - $210K
147K $5.1M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-6.56K
Closed
$181K - $211K
0 $0
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-6.56K
Closed
$181K - $211K
0 $0
Jul 21, 2022 Q2 2022
Vaughan & CO Securities, Inc.

SELL
 -
-6.57K
- 1.3%
$181K - $211K
498K $17.2M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-6.69K
Closed
$184K - $215K
0 $0
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-6.81K
Closed
$188K - $219K
0 $0
Jul 21, 2022 Q2 2022
Moller Financial Services

SELL
 -
-6.82K
Closed
$188K - $219K
0 $0
Aug 11, 2022 Q2 2022
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-7.2K
Closed
$199K - $231K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-8.1K
- 14.08%
$223K - $260K
49.4K $1.71M
Jul 15, 2022 Q2 2022
Alaska Permanent Capital Management

SELL
 -
-8.64K
- 17.68%
$238K - $278K
40.2K $1.39M
Jul 19, 2022 Q2 2022
Financial Planning & Information Services, Inc.

SELL
 -
-9.06K
- 11.37%
$250K - $291K
70.6K $2.44M
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-9.32K
Closed
$257K - $300K
0 $0
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-10.7K
Closed
$295K - $344K
0 $0
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-13.4K
Closed
$369K - $431K
0 $0
Aug 28, 2024 Q2 2022
Farmers National Bank

Danville, KY
SELL
 -
-17.4K
- 33.34%
$480K - $559K
34.8K $1.2M
Aug 03, 2022 Q2 2022
First National Trust CO

SELL
 -
-19.7K
- 43.2%
$544K - $634K
25.9K $896K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-23.4K
- 1.58%
$644K - $751K
1.46M $50.3M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-28.5K
- 1.72%
$786K - $916K
1.63M $56.3M
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-29.2K
- 21.43%
$804K - $937K
107K $3.7M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-35.1K
- 6.43%
$968K - $1.13M
511K $17.7M
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-37K
Closed
$1.02M - $1.19M
0 $0

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