Purchases and Sales Made in Q1 2022 in Wisdomtree Tr U.S. Smallcap Di (DES)

DES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES) during Q1 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
May 06, 2022 Q1 2022
Hc Advisors, LLC

BUY
 -
5.66K
+ 4.22%
$174K - $189K
140K $4.86M
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
5.64K
+ 194.21%
$174K - $189K
8.54K $298K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.31K
+ 9.21%
$164K - $178K
63K $2.19M
May 12, 2022 Q1 2022
Destination Wealth Management

BUY
 -
5.31K
+ 1.9%
$163K - $178K
285K $9.92M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
4.83K
New
$149K - $162K
4.83K $168K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
4.61K
+ 1.63%
$142K - $154K
288K $10M
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
4.34K
New
$134K - $145K
4.34K $151K
Apr 08, 2022 Q1 2022
F&V Capital Management, LLC

BUY
 -
4.22K
+ 44.32%
$130K - $141K
13.7K $478K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
4.06K
+ 0.16%
$125K - $136K
2.47M $85.9M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
3.78K
+ 4.28%
$116K - $126K
91.9K $3.2M
May 10, 2022 Q1 2022
New Square Capital LLC

BUY
 -
3.42K
+ 40.88%
$105K - $115K
11.8K $410K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

BUY
 -
3.28K
+ 6687.76%
$101K - $110K
3.33K $116K
May 06, 2022 Q1 2022
Rmb Capital Management, LLC

BUY
 -
3.17K
+ 3.38%
$97.5K - $106K
96.9K $3.37M
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
3.1K
+ 39.89%
$95.4K - $104K
10.9K $379K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
3.03K
+ 34.6%
$93.4K - $102K
11.8K $411K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
2.88K
New
$88.6K - $96.4K
2.88K $100K
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
2.73K
New
$83.9K - $91.3K
2.73K $94.9K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.59K
+ 4.74%
$79.7K - $86.6K
57.2K $1.99M
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
2.33K
+ 15.16%
$71.6K - $77.9K
17.7K $616K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.27K
New
$70K - $76.2K
2.27K $79.2K
May 04, 2022 Q1 2022
Hc Financial Advisors Inc

BUY
 -
2.22K
+ 2.77%
$68.2K - $74.2K
82.1K $2.86M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.15K
+ 1.71%
$66.3K - $72.1K
128K $4.45M
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.99K
+ 10.89%
$61.4K - $66.7K
20.3K $707K
May 09, 2023 Q1 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
1.8K
New
$55.4K - $60.2K
1.8K $62.7K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.68K
+ 24.16%
$51.7K - $56.3K
8.63K $301K
May 05, 2022 Q1 2022
Gyl Financial Synergies, LLC

BUY
 -
1.62K
+ 8.79%
$49.8K - $54.2K
20K $698K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
1.55K
+ 14.61%
$47.6K - $51.8K
12.1K $423K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
1.54K
+ 1.01%
$47.3K - $51.4K
154K $5.36M
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1.45K
+ 1.65%
$44.5K - $48.4K
89.3K $3.11M
May 11, 2022 Q1 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
1.4K
+ 2.54%
$43.1K - $46.9K
56.6K $1.97M
May 02, 2022 Q1 2022
Mc Namara Financial Services, Inc.

BUY
 -
1.3K
+ 12.64%
$39.9K - $43.4K
11.5K $402K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
1.27K
+ 0.92%
$39.2K - $42.6K
139K $4.84M
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
1.27K
+ 0.92%
$39.2K - $42.6K
139K $4.84M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.24K
+ 2.13%
$38K - $41.4K
59.3K $2.06M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.23K
+ 8.08%
$37.7K - $41.1K
16.4K $571K
Apr 19, 2022 Q1 2022
Signature Estate & Investment Advisors LLC

BUY
 -
1.22K
+ 0.85%
$37.4K - $40.7K
144K $5.02M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.18K
+ 2.12%
$36.2K - $39.4K
56.7K $1.97M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.11K
+ 4.68%
$34.2K - $37.2K
24.8K $864K
Aug 28, 2024 Q1 2022
Farmers National Bank

Danville, KY
BUY
 -
1.03K
+ 3.31%
$31.8K - $34.6K
32.3K $1.12M
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
929
+ 14.0%
$28.6K - $31.1K
7.57K $264K
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
916
+ 54.82%
$28.2K - $30.7K
2.59K $90.1K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
803
+ 0.26%
$24.7K - $26.9K
309K $10.8M
May 06, 2022 Q1 2022
Buckingham Capital Management, Inc.

BUY
 -
789
+ 3.63%
$24.3K - $26.4K
22.5K $784K
May 11, 2022 Q1 2022
Powers Advisory Group, LLC

BUY
 -
715
+ 1.87%
$22K - $23.9K
39K $1.36M
Apr 29, 2022 Q1 2022
Nbt Bank N A

BUY
 -
702
+ 3.85%
$21.6K - $23.5K
18.9K $660K
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

BUY
 -
700
+ 7.61%
$21.6K - $23.4K
9.9K $345K
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

BUY
 -
654
New
$20.1K - $21.9K
654 $22.8K
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
638
New
$19.6K - $21.4K
638 $22.2K
Apr 28, 2022 Q1 2022
Round Rock Advisors, LLC

BUY
 -
600
+ 1.9%
$18.5K - $20.1K
32.2K $1.12M

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