Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
256KNew |
$6.74M - $7.82M
|
256K
$9.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
210K+ 8.68% |
$5.51M - $6.4M
|
2.63M
$94M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
209K+ 13.54% |
$5.49M - $6.37M
|
1.75M
$62.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
191K+ 12.47% |
$5.03M - $5.84M
|
1.73M
$61.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
144K+ 550.33% |
$3.78M - $4.38M
|
170K
$6.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
119K+ 44.48% |
$3.14M - $3.64M
|
388K
$13.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
119K+ 466.86% |
$3.12M - $3.62M
|
144K
$5.15M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
114K+ 1056.33% |
$3M - $3.48M
|
125K
$4.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
109KNew |
$2.86M - $3.32M
|
109K
$3.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
96.8K+ 18.85% |
$2.55M - $2.95M
|
611K
$21.9M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
85.1KNew |
$2.24M - $2.6M
|
85.1K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
81.9K+ 18.97% |
$2.15M - $2.5M
|
514K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69.6K+ 65.89% |
$1.83M - $2.12M
|
175K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.4K+ 145.14% |
$1.8M - $2.09M
|
115K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
58.6K+ 6.75% |
$1.54M - $1.79M
|
926K
$33.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57.9K+ 10.07% |
$1.52M - $1.77M
|
634K
$22.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
54.5K+ 76.74% |
$1.43M - $1.66M
|
125K
$4.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
42KNew |
$1.1M - $1.28M
|
42K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.5K+ 49.25% |
$1.06M - $1.23M
|
123K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39K+ 60.79% |
$1.03M - $1.19M
|
103K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.4K+ 10.61% |
$1.01M - $1.17M
|
400K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
33.3K+ 52.38% |
$875K - $1.02M
|
96.9K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32.9KNew |
$866K - $1M
|
32.9K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.9K+ 1.31% |
$759K - $881K
|
2.24M
$80.2M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
28.8K+ 129.35% |
$757K - $878K
|
51.1K
$1.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.1KNew |
$738K - $856K
|
28.1K
$1M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
26.6KNew |
$699K - $811K
|
26.6K
$952K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 6.18% |
$624K - $724K
|
408K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.5K+ 113.94% |
$564K - $654K
|
40.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20.9K+ 110.48% |
$550K - $638K
|
39.9K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.6KNew |
$541K - $627K
|
20.6K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 226.32% |
$487K - $565K
|
26.7K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.5KNew |
$486K - $564K
|
18.5K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.7K+ 1.59% |
$466K - $540K
|
1.13M
$40.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
16.6KNew |
$437K - $507K
|
16.6K
$595K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.9K+ 11.48% |
$417K - $484K
|
154K
$5.52M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$412K - $477K
|
15.7K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 0.91% |
$411K - $476K
|
1.72M
$61.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
15.5KNew |
$406K - $472K
|
15.5K
$554K
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
14.4KNew |
$378K - $439K
|
14.4K
$515K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4KNew |
$352K - $408K
|
13.4K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12.9KNew |
$339K - $394K
|
12.9K
$462K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 10.28% |
$325K - $377K
|
133K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 40.26% |
$324K - $375K
|
42.9K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 2.94% |
$322K - $373K
|
429K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 10.98% |
$321K - $373K
|
124K
$4.42M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12KNew |
$316K - $366K
|
12K
$430K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$294K - $341K
|
11.2K
$400K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.4K+ 6.56% |
$274K - $318K
|
169K
$6.06M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
10.3K+ 15.97% |
$272K - $316K
|
75.1K
$2.69M
|