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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-114- 2.79% |
$6.99K - $7.46K
|
3.97K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-142- 3.77% |
$8.71K - $9.29K
|
3.62K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-143- 4.29% |
$8.77K - $9.35K
|
3.19K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-180- 3.35% |
$11K - $11.8K
|
5.19K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-193- 5.11% |
$11.8K - $12.6K
|
3.59K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-198- 0.22% |
$12.1K - $13K
|
91.1K
$5.84M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-208- 2.25% |
$12.8K - $13.6K
|
9.04K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-227- 4.47% |
$13.9K - $14.8K
|
4.85K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-281- 13.7% |
$17.2K - $18.4K
|
1.77K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-291- 1.39% |
$17.9K - $19K
|
20.7K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-340- 19.01% |
$20.9K - $22.2K
|
1.45K
$92.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-407- 1.97% |
$25K - $26.6K
|
20.2K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-477- 6.44% |
$29.3K - $31.2K
|
6.93K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-496Closed |
$30.4K - $32.4K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-524- 4.78% |
$32.1K - $34.3K
|
10.4K
$669K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-530- 12.19% |
$32.5K - $34.7K
|
3.82K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-540- 25.91% |
$33.1K - $35.3K
|
1.54K
$99K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-568- 1.75% |
$34.8K - $37.2K
|
32K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-624- 3.85% |
$38.3K - $40.8K
|
15.6K
$999K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-669- 1.14% |
$41K - $43.8K
|
58.2K
$3.73M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 0.59% |
$45.4K - $48.4K
|
126K
$8.05M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-753- 2.47% |
$46.2K - $49.3K
|
29.7K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-805- 1.28% |
$49.4K - $52.7K
|
62.2K
$3.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-909- 2.44% |
$55.8K - $59.5K
|
36.3K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-956- 1.64% |
$58.7K - $62.5K
|
57.2K
$3.67M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 16.24% |
$73.1K - $78K
|
6.15K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.4K- 8.82% |
$85.9K - $91.6K
|
14.5K
$928K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.42K- 1.74% |
$87.3K - $93.1K
|
80.5K
$5.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.44K- 3.69% |
$88K - $93.9K
|
37.4K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 11.5% |
$88.9K - $94.8K
|
11.2K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.47K- 20.7% |
$90.3K - $96.3K
|
5.64K
$362K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.5K- 3.26% |
$92.1K - $98.2K
|
44.5K
$2.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.68K- 3.92% |
$103K - $110K
|
41.2K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.73K- 0.93% |
$106K - $113K
|
184K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.89K- 7.13% |
$116K - $124K
|
24.6K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.91K- 15.91% |
$117K - $125K
|
10.1K
$646K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.19K- 22.23% |
$135K - $143K
|
7.67K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.28K- 1.21% |
$140K - $149K
|
186K
$11.9M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.5K- 11.0% |
$153K - $163K
|
20.2K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.55K- 93.57% |
$156K - $167K
|
175
$11.2K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 14.63% |
$157K - $168K
|
14.9K
$958K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.82K- 3.3% |
$173K - $184K
|
82.4K
$5.28M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.82K- 1.38% |
$173K - $184K
|
201K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.82K- 5.81% |
$173K - $184K
|
45.7K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.13K- 3.91% |
$192K - $205K
|
77.1K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.22KClosed |
$198K - $211K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.24KClosed |
$199K - $212K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 8.49% |
$212K - $226K
|
37.3K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.21K- 11.41% |
$258K - $275K
|
32.7K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.45K- 13.47% |
$273K - $291K
|
28.6K
$1.83M
|