Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
692+ 0.4% |
$21.4K - $23.4K
|
176K
$6.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
640+ 2.15% |
$19.8K - $21.6K
|
30.5K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
636+ 397.5% |
$19.7K - $21.5K
|
796
$27.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600New |
$18.6K - $20.3K
|
600
$20.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$18.6K - $20.3K
|
600
$20.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
585+ 3.03% |
$18.1K - $19.8K
|
19.9K
$692K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
572+ 0.54% |
$17.7K - $19.3K
|
106K
$3.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
550+ 8.29% |
$17K - $18.6K
|
7.18K
$249K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
520New |
$16.1K - $17.6K
|
520
$18.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
499+ 4.6% |
$15.4K - $16.9K
|
11.3K
$394K
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
492+ 0.09% |
$15.2K - $16.6K
|
523K
$18.2M
|
|
|
Jan 20, 2022
Q4 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
490+ 5.43% |
$15.2K - $16.6K
|
9.51K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
479New |
$14.8K - $16.2K
|
479
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
450New |
$13.9K - $15.2K
|
450
$15.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
449+ 4.85% |
$13.9K - $15.2K
|
9.7K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
435+ 4.95% |
$13.5K - $14.7K
|
9.23K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
429+ 0.14% |
$13.3K - $14.5K
|
308K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
426+ 1.28% |
$13.2K - $14.4K
|
33.7K
$1.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
400+ 2.11% |
$12.4K - $13.5K
|
19.3K
$671K
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
380+ 2.1% |
$11.8K - $12.8K
|
18.4K
$641K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
378New |
$11.7K - $12.8K
|
378
$13.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
332+ 1.21% |
$10.3K - $11.2K
|
27.8K
$964K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
300+ 1.66% |
$9.28K - $10.1K
|
18.4K
$639K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
300+ 1.0% |
$9.28K - $10.1K
|
30.4K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
280New |
$8.66K - $9.46K
|
280
$9.72K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
278+ 0.96% |
$8.6K - $9.39K
|
29.1K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
273+ 0.5% |
$8.45K - $9.22K
|
54.6K
$1.9M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
270New |
$8.35K - $9.12K
|
270
$9.38K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
259+ 1.06% |
$8.01K - $8.75K
|
24.7K
$858K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
240+ 2.66% |
$7.43K - $8.11K
|
9.26K
$322K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
240+ 0.18% |
$7.43K - $8.11K
|
134K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
235+ 1.15% |
$7.27K - $7.94K
|
20.7K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
192+ 2.84% |
$5.94K - $6.49K
|
6.95K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
152+ 2.35% |
$4.7K - $5.14K
|
6.62K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
133+ 0.18% |
$4.12K - $4.49K
|
74.9K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
120+ 0.54% |
$3.71K - $4.05K
|
22.2K
$771K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
114+ 0.75% |
$3.53K - $3.85K
|
15.4K
$533K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
89+ 5.2% |
$2.75K - $3.01K
|
1.8K
$62.5K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
89New |
$2.75K - $3.01K
|
89
$3.09K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
80+ 0.15% |
$2.48K - $2.7K
|
55.2K
$1.92M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
67+ 0.28% |
$2.07K - $2.26K
|
23.8K
$826K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
51+ 0.14% |
$1.58K - $1.72K
|
37K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.22% |
$1.55K - $1.69K
|
22.7K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
49New |
$1.52K - $1.66K
|
49
$1.7K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
45+ 0.41% |
$1.39K - $1.52K
|
11.1K
$386K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
41+ 0.09% |
$1.27K - $1.39K
|
46.8K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 0.97% |
$1.02K - $1.12K
|
3.44K
$120K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25+ 312.5% |
$774 - $845
|
33
$1.15K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.03% |
$433 - $473
|
40.7K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 1.1% |
$309 - $338
|
918
$31.9K
|