Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Intl Small Cap D (DLS)

DLS Quotes by TradingView

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
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.17K
+ 19.36%
$68.1K - $74.8K
7.22K $463K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.14K
+ 0.54%
$66.4K - $72.9K
214K $13.7M
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.08K
+ 3.99%
$62.7K - $68.9K
28.1K $1.8M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
984
New
$57.2K - $62.8K
984 $63.1K
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
963
+ 3.51%
$56K - $61.5K
28.4K $1.82M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
943
+ 2.13%
$54.8K - $60.2K
45.3K $2.9M
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
924
+ 27.57%
$53.7K - $59K
4.28K $274K
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
775
+ 2.77%
$45.1K - $49.5K
28.7K $1.84M
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
676
+ 1.2%
$39.3K - $43.2K
57.2K $3.67M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
551
+ 3.57%
$32K - $35.2K
16K $1.03M
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
496
New
$28.8K - $31.7K
496 $31.8K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
496
New
$28.8K - $31.7K
496 $31.8K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
432
+ 4.07%
$25.1K - $27.6K
11.1K $709K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
419
+ 0.69%
$24.4K - $26.8K
60.9K $3.9M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
400
New
$23.3K - $25.5K
400 $25.6K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
388
+ 1.5%
$22.6K - $24.8K
26.3K $1.69M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
373
+ 50.07%
$21.7K - $23.8K
1.12K $71.7K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
239
+ 2.42%
$13.9K - $15.3K
10.1K $649K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
231
New
$13.4K - $14.8K
231 $14.8K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
184
+ 4.43%
$10.7K - $11.8K
4.34K $278K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
132
+ 0.39%
$7.68K - $8.43K
34.2K $2.19M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
130
New
$7.56K - $8.3K
130 $8.33K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
128
+ 1.47%
$7.44K - $8.18K
8.83K $566K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
121
+ 30.25%
$7.04K - $7.73K
521 $33.4K
Apr 21, 2023 Q1 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
112
+ 1.67%
$6.51K - $7.15K
6.84K $438K
Apr 19, 2023 Q1 2023
Meridian Financial Partners LLC

BUY
 -
100
+ 1.45%
$5.82K - $6.39K
6.98K $447K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
96
+ 1.9%
$5.58K - $6.13K
5.15K $330K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
83
+ 24.06%
$4.83K - $5.3K
428 $27.4K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
76
+ 11.75%
$4.42K - $4.85K
723 $46.4K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
61
New
$3.55K - $3.9K
61 $3.91K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
57
+ 219.23%
$3.31K - $3.64K
83 $5.32K
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
55
+ 0.15%
$3.2K - $3.51K
36.8K $2.36M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
53
+ 1.29%
$3.08K - $3.39K
4.17K $268K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
47
+ 0.77%
$2.73K - $3K
6.15K $394K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
45
+ 19.57%
$2.62K - $2.87K
275 $17.6K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
42
New
$2.44K - $2.68K
42 $2.69K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
20
New
$1.16K - $1.28K
20 $1.28K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
20
New
$1.16K - $1.28K
20 $1.28K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
14
+ 0.52%
$814 - $894
2.7K $173K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
10
+ 0.27%
$582 - $639
3.66K $234K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
8
+ 0.18%
$465 - $511
4.54K $291K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
7
+ 0.17%
$407 - $447
4.01K $257K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
5
+ 0.9%
$291 - $319
560 $35.9K
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4
+ 0.94%
$233 - $255
428 $27.4K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
2
+ 0.97%
$116 - $128
208 $13.3K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
2
+ 0.23%
$116 - $128
890 $57.1K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 1.52%
$58.2 - $63.9
67 $4.3K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
1
+ 0.04%
$58.2 - $63.9
2.5K $160K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.18%
$58.2 - $63.9
567 $36.4K

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