Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
207KNew |
$12.7M - $13.5M
|
207K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177K+ 75.21% |
$10.9M - $11.6M
|
413K
$26.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.2K+ 21.75% |
$3.14M - $3.35M
|
286K
$18.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.3K+ 345.51% |
$3.02M - $3.22M
|
63.5K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.8K+ 235.85% |
$2.81M - $2.99M
|
65.2K
$4.18M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 12.47% |
$1.95M - $2.08M
|
286K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 12.47% |
$1.95M - $2.08M
|
286K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.1KNew |
$1.79M - $1.91M
|
29.1K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 16.22% |
$1.6M - $1.71M
|
187K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23.4K+ 113.03% |
$1.44M - $1.53M
|
44.1K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 30.03% |
$1.2M - $1.28M
|
84.5K
$5.41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69K+ 204.49% |
$595K - $634K
|
14.4K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.66K+ 55.91% |
$593K - $632K
|
26.9K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 7.48% |
$584K - $623K
|
137K
$8.77M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
9.01K+ 14.68% |
$553K - $589K
|
70.4K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.98K+ 3.75% |
$551K - $588K
|
249K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.09K+ 12.96% |
$435K - $464K
|
61.8K
$3.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.41KNew |
$393K - $419K
|
6.41K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.61K+ 11.78% |
$283K - $302K
|
43.8K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.53K+ 6.15% |
$278K - $297K
|
78.2K
$5.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.73K+ 70.86% |
$229K - $244K
|
9K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$222K - $237K
|
3.62K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.33K+ 2377.86% |
$204K - $218K
|
3.47K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$196K - $209K
|
3.2K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.1KNew |
$190K - $202K
|
3.1K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.91K+ 10.43% |
$179K - $190K
|
30.8K
$1.98M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.37K+ 33.16% |
$145K - $155K
|
9.51K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.12K+ 7.32% |
$130K - $139K
|
31K
$1.99M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.06K+ 36.64% |
$126K - $135K
|
7.67K
$492K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 2.8% |
$123K - $131K
|
73.9K
$4.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 37.53% |
$122K - $130K
|
7.27K
$466K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.63K+ 6.29% |
$100K - $107K
|
27.6K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 40400.0% |
$99.1K - $106K
|
1.62K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.58K+ 10.43% |
$96.9K - $103K
|
16.7K
$1.07M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 3.47% |
$95.9K - $102K
|
46.6K
$2.99M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 21.59% |
$69.8K - $74.4K
|
6.41K
$411K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 3.61% |
$61.5K - $65.6K
|
28.8K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
961+ 12.35% |
$59K - $62.9K
|
8.74K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
952New |
$58.4K - $62.3K
|
952
$61K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
912+ 1.54% |
$56K - $59.7K
|
60.3K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
903+ 12.59% |
$55.4K - $59.1K
|
8.07K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
838+ 7.82% |
$51.4K - $54.8K
|
11.6K
$741K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
832+ 78.79% |
$51K - $54.4K
|
1.89K
$121K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
799+ 90.28% |
$49K - $52.3K
|
1.68K
$108K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
650+ 18.45% |
$39.9K - $42.5K
|
4.17K
$268K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
546+ 4.06% |
$33.5K - $35.7K
|
14K
$897K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
502+ 2.07% |
$30.8K - $32.8K
|
24.8K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$30.7K - $32.7K
|
500
$32.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
496+ 7.5% |
$30.4K - $32.4K
|
7.11K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
465+ 4.0% |
$28.5K - $30.4K
|
12.1K
$775K
|