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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9+ 0.07% |
$278 - $304
|
12.2K
$421K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.07% |
$248 - $270
|
11.1K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7+ 0.05% |
$217 - $237
|
15.2K
$524K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6+ 0.04% |
$186 - $203
|
13.5K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.06% |
$186 - $203
|
10.6K
$366K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.1% |
$186 - $203
|
6.28K
$217K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
4+ 0.01% |
$124 - $135
|
28.2K
$976K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4+ 0.05% |
$124 - $135
|
7.74K
$267K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
3+ 1.25% |
$92.8 - $101
|
243
$8.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 4.0% |
$30.9 - $33.8
|
26
$899
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2- 0.01% |
$61.9 - $67.6
|
19K
$656K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9- 0.05% |
$278 - $304
|
17.9K
$618K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-37Closed |
$1.14K - $1.25K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-40- 0.16% |
$1.24K - $1.35K
|
24.5K
$846K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-53- 0.23% |
$1.64K - $1.79K
|
22.7K
$785K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-85- 0.39% |
$2.63K - $2.87K
|
21.7K
$751K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-100- 1.27% |
$3.09K - $3.38K
|
7.77K
$269K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-113Closed |
$3.5K - $3.82K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-122- 68.93% |
$3.77K - $4.12K
|
55
$1.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132- 0.8% |
$4.08K - $4.46K
|
16.4K
$567K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-134Closed |
$4.15K - $4.53K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-149- 0.81% |
$4.61K - $5.03K
|
18.2K
$630K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-198- 7.76% |
$6.13K - $6.69K
|
2.36K
$81.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-202- 0.44% |
$6.25K - $6.83K
|
46K
$1.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-204- 1.62% |
$6.31K - $6.89K
|
12.4K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-221- 1.75% |
$6.84K - $7.47K
|
12.4K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-226- 1.79% |
$6.99K - $7.64K
|
12.4K
$429K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-272- 3.74% |
$8.42K - $9.19K
|
6.99K
$242K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-283- 0.2% |
$8.76K - $9.56K
|
143K
$4.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-326- 1.13% |
$10.1K - $11K
|
28.6K
$988K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-335- 1.49% |
$10.4K - $11.3K
|
22.2K
$766K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-351- 3.85% |
$10.9K - $11.9K
|
8.77K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-396- 5.63% |
$12.3K - $13.4K
|
6.64K
$229K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-401- 52.83% |
$12.4K - $13.5K
|
358
$12.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-405- 3.27% |
$12.5K - $13.7K
|
12K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-413Closed |
$12.8K - $14K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-426- 3.83% |
$13.2K - $14.4K
|
10.7K
$369K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-432- 40.56% |
$13.4K - $14.6K
|
633
$21.9K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-446- 2.38% |
$13.8K - $15.1K
|
18.3K
$632K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-476- 0.83% |
$14.7K - $16.1K
|
57.1K
$1.97M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-500Closed |
$15.5K - $16.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-660- 4.96% |
$20.4K - $22.3K
|
12.6K
$437K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-688- 6.6% |
$21.3K - $23.2K
|
9.73K
$336K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-842- 3.26% |
$26.1K - $28.5K
|
25K
$863K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-884Closed |
$27.4K - $29.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 9.48% |
$30.9K - $33.8K
|
9.55K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 1.01% |
$33.6K - $36.7K
|
106K
$3.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.1K- 11.18% |
$34K - $37.2K
|
8.74K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.1K- 8.98% |
$34K - $37.2K
|
11.2K
$385K
|