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 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.52K- 2.84% |
$40K - $46.4K
|
52K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.58K- 12.22% |
$41.5K - $48.2K
|
11.4K
$406K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.64K- 0.95% |
$43.2K - $50.1K
|
172K
$6.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.76K- 5.51% |
$46.3K - $53.7K
|
30.2K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 10.37% |
$50.5K - $58.6K
|
16.6K
$594K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.98K- 3.18% |
$51.9K - $60.2K
|
60.1K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.01K- 15.62% |
$52.9K - $61.4K
|
10.9K
$389K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.05K- 4.74% |
$53.8K - $62.4K
|
41.1K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.08K- 21.93% |
$54.7K - $63.5K
|
7.41K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.17K- 8.72% |
$57K - $66.2K
|
22.7K
$814K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.3K- 17.03% |
$60.5K - $70.2K
|
11.2K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.4K- 7.39% |
$63K - $73K
|
30K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.47K- 7.56% |
$64.9K - $75.3K
|
30.2K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.6K- 9.17% |
$68.3K - $79.2K
|
25.7K
$921K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.61K- 5.41% |
$68.6K - $79.6K
|
45.6K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.8K- 38.23% |
$73.6K - $85.4K
|
4.53K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.94K- 20.01% |
$77.2K - $89.6K
|
11.7K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.06K- 4.34% |
$80.4K - $93.3K
|
67.4K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.23K- 4.5% |
$85K - $98.6K
|
68.7K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.33K- 5.05% |
$87.5K - $102K
|
62.5K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.42K- 3.06% |
$89.8K - $104K
|
108K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.85K- 19.68% |
$101K - $117K
|
15.7K
$562K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.15K- 0.96% |
$109K - $126K
|
426K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.9K- 6.1% |
$129K - $149K
|
75.3K
$2.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.97K- 36.68% |
$131K - $152K
|
8.59K
$307K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-6.03K- 11.45% |
$159K - $184K
|
46.6K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.97K- 23.43% |
$183K - $213K
|
22.8K
$815K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.26K- 41.25% |
$191K - $221K
|
10.3K
$370K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-10K- 14.25% |
$263K - $305K
|
60.2K
$2.15M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 12.7% |
$321K - $373K
|
84K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-12.5K- 3.99% |
$330K - $382K
|
302K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13.8K- 25.87% |
$364K - $422K
|
39.7K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.1K- 31.87% |
$422K - $490K
|
34.3K
$1.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-18.3K- 17.75% |
$481K - $558K
|
84.8K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.1K- 5.57% |
$974K - $1.13M
|
628K
$22.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.1K- 12.8% |
$1.13M - $1.31M
|
294K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.3K- 9.38% |
$1.9M - $2.21M
|
699K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-115K- 11.69% |
$3.02M - $3.5M
|
868K
$31.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-128K- 33.15% |
$3.38M - $3.92M
|
259K
$9.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-143K- 53.7% |
$3.76M - $4.36M
|
123K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-162K- 13.38% |
$4.27M - $4.95M
|
1.05M
$37.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-168K- 29.64% |
$4.43M - $5.14M
|
400K
$14.3M
|