Purchases and Sales Made in Q4 2021 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 2021. 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 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.29KNew |
$195K - $213K
|
6.29K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4.7K+ 43.61% |
$145K - $159K
|
15.5K
$534K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.62K+ 48.0% |
$143K - $156K
|
14.2K
$492K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.32K+ 1.42% |
$134K - $146K
|
308K
$10.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
4.27K+ 3.53% |
$132K - $144K
|
125K
$4.33M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.23K+ 5.06% |
$131K - $143K
|
87.9K
$3.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.07K+ 4.84% |
$126K - $137K
|
88.1K
$3.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.03K+ 22.63% |
$125K - $136K
|
21.8K
$754K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.94KNew |
$122K - $133K
|
3.94K
$136K
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.61K+ 0.84% |
$112K - $122K
|
436K
$15.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.42K+ 36.7% |
$106K - $116K
|
12.7K
$440K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.31K+ 20.62% |
$102K - $112K
|
19.4K
$669K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.04K+ 7.26% |
$94.1K - $103K
|
45K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.04K+ 0.2% |
$93.9K - $103K
|
1.54M
$53.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 5.76% |
$93.5K - $102K
|
55.5K
$1.92M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.96K+ 0.35% |
$91.6K - $100K
|
847K
$29.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.96K+ 3.03% |
$91.5K - $100K
|
101K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.86KNew |
$88.4K - $96.5K
|
2.86K
$98.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.78K+ 8.07% |
$86.1K - $94K
|
37.3K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.71KNew |
$83.9K - $91.6K
|
2.71K
$93.7K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.66K+ 46.5% |
$82.1K - $89.7K
|
8.37K
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.63KNew |
$81.2K - $88.7K
|
2.63K
$90.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.61K+ 6.73% |
$80.6K - $88K
|
41.3K
$1.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.58K+ 11.19% |
$79.9K - $87.3K
|
25.7K
$888K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$79.4K - $86.7K
|
2.57K
$88.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.53K+ 7.1% |
$78.4K - $85.6K
|
38.2K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.47K+ 11.21% |
$76.5K - $83.5K
|
24.5K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2.44K+ 52.96% |
$75.4K - $82.3K
|
7.04K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.33K+ 1.72% |
$72.1K - $78.8K
|
138K
$4.76M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.33K+ 1.72% |
$72.1K - $78.8K
|
138K
$4.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.88KNew |
$58K - $63.4K
|
1.88K
$64.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.81K+ 0.12% |
$56.1K - $61.3K
|
1.52M
$52.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.74K+ 5.11% |
$53.9K - $58.9K
|
35.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.58K+ 2.01% |
$49K - $53.5K
|
80.2K
$2.77M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.57KNew |
$48.4K - $52.9K
|
1.57K
$54.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.38KNew |
$42.6K - $46.5K
|
1.38K
$47.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.34K+ 15.07% |
$41.5K - $45.3K
|
10.2K
$354K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.2K+ 3.84% |
$37K - $40.4K
|
32.4K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.18K+ 0.95% |
$36.5K - $39.8K
|
126K
$4.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.09K+ 6.46% |
$33.6K - $36.7K
|
17.9K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.05K+ 2.6% |
$32.3K - $35.3K
|
41.3K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
991New |
$30.7K - $33.5K
|
991
$34.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
984+ 2.62% |
$30.4K - $33.2K
|
38.6K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
955+ 3.04% |
$29.5K - $32.3K
|
32.4K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
783+ 8.31% |
$24.2K - $26.5K
|
10.2K
$353K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
780+ 1.44% |
$24.1K - $26.4K
|
54.9K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
766+ 0.43% |
$23.7K - $25.9K
|
180K
$6.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
754+ 56.82% |
$23.3K - $25.5K
|
2.08K
$71.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
743+ 0.75% |
$23K - $25.1K
|
100K
$3.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
712+ 8.39% |
$22K - $24.1K
|
9.2K
$318K
|