Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-159- 0.23% |
$4.09K - $5.01K
|
70.5K
$2.33M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-200- 1.75% |
$5.15K - $6.31K
|
11.2K
$372K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-203- 6.05% |
$5.23K - $6.4K
|
3.15K
$104K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-260- 2.82% |
$6.69K - $8.2K
|
8.97K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-358- 1.99% |
$9.21K - $11.3K
|
17.6K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-378- 1.51% |
$9.73K - $11.9K
|
24.7K
$818K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-394- 0.66% |
$10.1K - $12.4K
|
59.3K
$1.96M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-414- 3.75% |
$10.7K - $13.1K
|
10.6K
$352K
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-495- 0.47% |
$12.7K - $15.6K
|
105K
$3.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-518- 17.97% |
$13.3K - $16.3K
|
2.36K
$78.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-553- 1.57% |
$14.2K - $17.4K
|
34.8K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-579- 0.99% |
$14.9K - $18.3K
|
57.8K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-615- 2.73% |
$15.8K - $19.4K
|
21.9K
$724K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-700- 3.19% |
$18K - $22.1K
|
21.3K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-700- 8.72% |
$18K - $22.1K
|
7.33K
$242K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-800- 4.14% |
$20.6K - $25.2K
|
18.5K
$613K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-801- 8.68% |
$20.6K - $25.3K
|
8.43K
$279K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-811- 29.04% |
$20.9K - $25.6K
|
1.98K
$65.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-875- 3.44% |
$22.5K - $27.6K
|
24.5K
$812K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-915- 2.08% |
$23.6K - $28.9K
|
43.1K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-944- 9.61% |
$24.3K - $29.8K
|
8.88K
$294K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 1.71% |
$26.7K - $32.8K
|
59.9K
$1.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.08K- 22.59% |
$27.8K - $34.1K
|
3.7K
$122K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.11K- 0.76% |
$28.5K - $34.9K
|
145K
$4.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.28K- 78.39% |
$33.1K - $40.5K
|
354
$11.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.29K- 8.03% |
$33.2K - $40.7K
|
14.8K
$489K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.4K- 9.33% |
$35.9K - $44K
|
13.6K
$449K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-1.4K- 5.4% |
$36K - $44.2K
|
24.5K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 0.27% |
$36.1K - $44.2K
|
510K
$16.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.57K- 6.11% |
$40.5K - $49.6K
|
24.2K
$801K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.66K- 2.28% |
$42.7K - $52.3K
|
71K
$2.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.67K- 1.1% |
$42.9K - $52.6K
|
150K
$4.95M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.67K- 5.92% |
$43K - $52.7K
|
26.6K
$879K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.72K- 52.06% |
$44.3K - $54.3K
|
1.59K
$52.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.73K- 1.71% |
$44.6K - $54.7K
|
99.7K
$3.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.76K- 2.83% |
$45.2K - $55.4K
|
60.4K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.87K- 6.69% |
$48.2K - $59K
|
26.1K
$864K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.94K- 1.71% |
$50K - $61.3K
|
112K
$3.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.06K- 19.69% |
$53.1K - $65K
|
8.41K
$278K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.33K- 3.89% |
$60K - $73.5K
|
57.5K
$1.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
$70.7K - $86.6K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.78K- 39.54% |
$71.7K - $87.8K
|
4.26K
$141K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-2.81K- 1.91% |
$72.2K - $88.5K
|
144K
$4.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.87K- 14.1% |
$73.8K - $90.5K
|
17.5K
$578K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.89K- 25.02% |
$74.3K - $91K
|
8.65K
$286K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.92K- 20.94% |
$75.2K - $92.1K
|
11K
$365K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.92K- 11.61% |
$75.3K - $92.2K
|
22.3K
$737K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.94K- 12.72% |
$75.6K - $92.7K
|
20.2K
$667K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-3.1K- 1.76% |
$79.7K - $97.7K
|
173K
$5.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.17K- 10.13% |
$81.6K - $100K
|
28.1K
$931K
|