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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
20+ 0.06% |
$526 - $610
|
31K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.7% |
$263 - $305
|
1.44K
$51.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.04% |
$263 - $305
|
24.1K
$864K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.6% |
$158 - $183
|
1K
$35.9K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.06% |
$131 - $153
|
7.75K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$131 - $153
|
10.2K
$364K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.12% |
$131 - $153
|
4.09K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$105 - $122
|
58K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$52.6 - $61
|
2.37K
$84.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.83% |
$26.3 - $30.5
|
122
$4.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8- 0.04% |
$210 - $244
|
21.6K
$772K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-20- 0.16% |
$526 - $610
|
12.2K
$438K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29- 0.1% |
$762 - $885
|
30.2K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-35- 0.41% |
$920 - $1.07K
|
8.59K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-70- 0.38% |
$1.84K - $2.14K
|
18.3K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-74- 47.74% |
$1.95K - $2.26K
|
81
$2.9K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-89- 4.95% |
$2.34K - $2.71K
|
1.71K
$61.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-95- 0.07% |
$2.5K - $2.9K
|
144K
$5.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 4.07% |
$3.31K - $3.84K
|
2.97K
$106K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-134- 1.26% |
$3.52K - $4.09K
|
10.5K
$376K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-169- 0.64% |
$4.44K - $5.15K
|
26.4K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-171- 3.17% |
$4.5K - $5.22K
|
5.22K
$187K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-181- 0.52% |
$4.76K - $5.52K
|
34.6K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-187- 0.93% |
$4.92K - $5.7K
|
20K
$715K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-195- 1.03% |
$5.13K - $5.95K
|
18.7K
$670K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-198- 0.89% |
$5.21K - $6.04K
|
21.9K
$786K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-210- 2.51% |
$5.52K - $6.41K
|
8.15K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-225- 9.09% |
$5.92K - $6.86K
|
2.25K
$80.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-238- 7.11% |
$6.26K - $7.26K
|
3.11K
$111K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-300- 1.1% |
$7.89K - $9.15K
|
26.9K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-338- 1.54% |
$8.89K - $10.3K
|
21.6K
$772K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-342- 0.68% |
$8.99K - $10.4K
|
50.2K
$1.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-399- 4.45% |
$10.5K - $12.2K
|
8.57K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-410- 1.36% |
$10.8K - $12.5K
|
29.8K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-512- 1.26% |
$13.5K - $15.6K
|
40K
$1.43M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-620- 9.86% |
$16.3K - $18.9K
|
5.67K
$203K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-625- 1.04% |
$16.4K - $19.1K
|
59.7K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-636- 20.18% |
$16.7K - $19.4K
|
2.52K
$90K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-752- 1.3% |
$19.8K - $22.9K
|
57.1K
$2.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-777- 23.29% |
$20.4K - $23.7K
|
2.56K
$91.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-831- 0.48% |
$21.8K - $25.3K
|
172K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1K- 6.72% |
$26.3K - $30.5K
|
13.9K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1K- 1.04% |
$26.3K - $30.5K
|
95K
$3.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.05K- 2.53% |
$27.5K - $31.9K
|
40.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 4.01% |
$27.8K - $32.3K
|
25.3K
$907K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.08K- 2.9% |
$28.4K - $32.9K
|
36.1K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 88.07% |
$29.7K - $34.5K
|
153
$5.48K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 1.92% |
$29.9K - $34.7K
|
58.1K
$2.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.16% |
$30.3K - $35.2K
|
98.6K
$3.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.28K- 7.33% |
$33.7K - $39.1K
|
16.2K
$580K
|