Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Small Cap D (DLS) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL SMALL CAP D.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
141K+ 128.43% |
$8.22M - $9.03M
|
252K
$16.1M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
130KNew |
$7.53M - $8.27M
|
130K
$8.3M
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
64.2KNew |
$3.73M - $4.1M
|
64.2K
$4.11M
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
34.4K+ 48.35% |
$2M - $2.2M
|
106K
$6.77M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.3K+ 182.14% |
$1.94M - $2.13M
|
51.7K
$3.31M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.1K+ 40.38% |
$1.81M - $1.99M
|
108K
$6.93M
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
23.8K+ 24.04% |
$1.38M - $1.52M
|
123K
$7.87M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 40.58% |
$1.27M - $1.4M
|
75.8K
$4.86M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 8.12% |
$1.2M - $1.32M
|
275K
$17.6M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
18K+ 11.46% |
$1.05M - $1.15M
|
175K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.9KNew |
$869K - $954K
|
14.9K
$958K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14K+ 8.31% |
$813K - $893K
|
182K
$11.7M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.8KNew |
$800K - $878K
|
13.8K
$882K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 114.26% |
$586K - $644K
|
18.9K
$1.21M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$497K - $546K
|
8.55K
$548K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.49K+ 10.15% |
$435K - $478K
|
81.3K
$5.21M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.43K+ 2.66% |
$432K - $475K
|
287K
$18.4M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
7.22K+ 4.87% |
$420K - $461K
|
155K
$9.96M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.82K+ 8.4% |
$338K - $372K
|
75.1K
$4.82M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.41K+ 143.43% |
$315K - $346K
|
9.19K
$589K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.35KNew |
$311K - $341K
|
5.35K
$343K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.96K+ 11.25% |
$288K - $317K
|
49K
$3.14M
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.79KNew |
$278K - $306K
|
4.79K
$307K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$275K - $302K
|
4.73K
$303K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.52KNew |
$263K - $289K
|
4.52K
$290K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.5K+ 2.57% |
$262K - $287K
|
179K
$11.5M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.12K+ 17.33% |
$239K - $263K
|
27.9K
$1.79M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$196K - $215K
|
3.37K
$216K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.35KNew |
$195K - $214K
|
3.35K
$215K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.29KNew |
$191K - $210K
|
3.29K
$211K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.09K+ 4.8% |
$180K - $197K
|
67.4K
$4.32M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.09K+ 12.91% |
$179K - $197K
|
27K
$1.73M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.97K+ 4.8% |
$172K - $189K
|
64.8K
$4.15M
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.93K+ 4.1% |
$170K - $187K
|
74.4K
$4.77M
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
2.83K+ 13.64% |
$164K - $181K
|
23.6K
$1.51M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.68K+ 1.43% |
$156K - $171K
|
190K
$12.2M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.64K+ 10.0% |
$154K - $169K
|
29.1K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.58K+ 5.68% |
$150K - $165K
|
48K
$3.07M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.47K+ 22.91% |
$143K - $158K
|
13.2K
$849K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.29KNew |
$133K - $146K
|
2.29K
$147K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.11K+ 2.29% |
$123K - $135K
|
94.2K
$6.04M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.99KNew |
$115K - $127K
|
1.99K
$127K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 36.95% |
$110K - $121K
|
7.04K
$451K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.83K+ 3.13% |
$106K - $117K
|
60.4K
$3.87M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.77K+ 46.89% |
$103K - $113K
|
5.54K
$355K
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.72K+ 0.82% |
$100K - $110K
|
211K
$13.5M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.54K+ 65.73% |
$89.6K - $98.4K
|
3.88K
$249K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 3026.0% |
$88K - $96.6K
|
1.56K
$100K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 169.49% |
$75.6K - $83K
|
2.07K
$133K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 10.98% |
$74.2K - $81.5K
|
12.9K
$827K
|