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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.1KNew |
$265K - $307K
|
10.1K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
10.1K+ 10062.0% |
$265K - $307K
|
10.2K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.75K+ 37.7% |
$256K - $297K
|
35.6K
$1.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.74KNew |
$256K - $297K
|
9.74K
$349K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.4K+ 7.71% |
$247K - $287K
|
131K
$4.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.35K+ 16.5% |
$246K - $285K
|
66K
$2.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.25KNew |
$243K - $282K
|
9.25K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.89KNew |
$234K - $271K
|
8.89K
$318K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.7K+ 401.43% |
$229K - $265K
|
10.9K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.49KNew |
$223K - $259K
|
8.49K
$304K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.73KNew |
$203K - $236K
|
7.73K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.58KNew |
$199K - $231K
|
7.58K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7.55KNew |
$199K - $230K
|
7.55K
$270K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.55KNew |
$198K - $230K
|
7.55K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.51K+ 75.07% |
$171K - $198K
|
15.2K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.51KNew |
$145K - $168K
|
5.51K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.94KNew |
$130K - $151K
|
4.94K
$177K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.9K+ 29.69% |
$129K - $149K
|
21.4K
$766K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.77K+ 19.39% |
$125K - $145K
|
29.4K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.44K+ 1.57% |
$117K - $135K
|
288K
$10.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.92K+ 6.98% |
$103K - $120K
|
60.1K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.58K+ 12.71% |
$94K - $109K
|
31.7K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 2.98% |
$89.5K - $104K
|
118K
$4.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.38K+ 8.97% |
$89K - $103K
|
41.1K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 3.0% |
$88.5K - $103K
|
115K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35KNew |
$87.9K - $102K
|
3.35K
$120K
|
|
|
Jan 17, 2023
Q4 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
3.02K+ 14.4% |
$79.4K - $92.1K
|
24K
$859K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.94K+ 3.06% |
$77.2K - $89.6K
|
98.9K
$3.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.92K+ 2.18% |
$76.8K - $89.1K
|
137K
$4.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$73.5K - $85.3K
|
2.8K
$100K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.77KNew |
$72.7K - $84.3K
|
2.77K
$99K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.75KNew |
$72.2K - $83.7K
|
2.75K
$98.3K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.74K+ 2.6% |
$72K - $83.5K
|
108K
$3.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
2.67K+ 13.01% |
$70.3K - $81.6K
|
23.2K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$69.8K - $81K
|
2.66K
$95K
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.63K+ 4.09% |
$69K - $80.1K
|
66.8K
$2.39M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.14K+ 5.46% |
$56.2K - $65.2K
|
41.3K
$1.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.05K+ 6.37% |
$53.8K - $62.4K
|
34.1K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.03K+ 7.9% |
$53.2K - $61.8K
|
27.6K
$990K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.01K+ 8.84% |
$52.7K - $61.2K
|
24.7K
$884K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.96K+ 89.03% |
$51.4K - $59.6K
|
4.15K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 3.27% |
$50.2K - $58.2K
|
60.2K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.87KNew |
$49K - $56.9K
|
1.87K
$66.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.83K+ 2.67% |
$48.1K - $55.8K
|
70.4K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.82K+ 18.63% |
$47.8K - $55.4K
|
11.6K
$414K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.65KNew |
$43.5K - $50.4K
|
1.65K
$59.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.65K+ 7.69% |
$43.4K - $50.3K
|
23.1K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.63K+ 17.03% |
$42.9K - $49.7K
|
11.2K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.58K+ 19.03% |
$41.4K - $48.1K
|
9.86K
$353K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 0.3% |
$40.9K - $47.4K
|
511K
$18.3M
|