Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 508.16% |
$6.62M - $7.1M
|
136K
$8.71M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
43.7K+ 28.15% |
$2.55M - $2.74M
|
199K
$12.8M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
26.8KNew |
$1.57M - $1.68M
|
26.8K
$1.72M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.4KNew |
$1.07M - $1.15M
|
18.4K
$1.18M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18K+ 13.89% |
$1.05M - $1.13M
|
147K
$9.46M
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.5K+ 13.77% |
$848K - $910K
|
120K
$7.7M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7K+ 22.7% |
$684K - $734K
|
63.4K
$4.06M
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.4K+ 41.03% |
$667K - $716K
|
39.3K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 3.6% |
$603K - $647K
|
297K
$19M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.88K+ 5.19% |
$576K - $619K
|
200K
$12.8M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.03K+ 11.9% |
$527K - $565K
|
84.9K
$5.44M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.92KNew |
$521K - $559K
|
8.92K
$572K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.55KNew |
$499K - $535K
|
8.55K
$548K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.53K+ 64.41% |
$497K - $534K
|
21.8K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.18K+ 3.87% |
$477K - $512K
|
219K
$14.1M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.23K+ 9.62% |
$422K - $452K
|
82.3K
$5.28M
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.85K+ 99.23% |
$400K - $429K
|
13.7K
$881K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.36KNew |
$371K - $398K
|
6.36K
$408K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.19K+ 67.39% |
$361K - $388K
|
15.4K
$986K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.74KNew |
$335K - $359K
|
5.74K
$368K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.24K+ 41.71% |
$306K - $328K
|
17.8K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.54K+ 6.34% |
$265K - $284K
|
76.1K
$4.88M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4K+ 26.32% |
$198K - $213K
|
16.3K
$1.04M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.3K+ 1.81% |
$192K - $206K
|
186K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.98K+ 6.07% |
$174K - $186K
|
52K
$3.33M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 4.88% |
$137K - $147K
|
50.3K
$3.22M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3K+ 993.51% |
$134K - $144K
|
2.53K
$162K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
2.17K+ 9.21% |
$127K - $136K
|
25.7K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.11K+ 1.17% |
$123K - $132K
|
181K
$11.6M
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 4.74% |
$102K - $109K
|
38.5K
$2.47M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 35.57% |
$93.8K - $101K
|
6.13K
$393K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54K+ 510.96% |
$89.7K - $96.3K
|
1.84K
$118K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.44K+ 4.93% |
$83.8K - $90K
|
30.6K
$1.96M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.42K+ 4.15% |
$82.7K - $88.8K
|
35.6K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 9.31% |
$70K - $75.1K
|
14.1K
$904K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.15K+ 26.67% |
$67.2K - $72.1K
|
5.47K
$351K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
704+ 1.04% |
$41.1K - $44.1K
|
68.1K
$4.36M
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
636+ 0.99% |
$37.1K - $39.8K
|
64.8K
$4.15M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
608+ 1.34% |
$35.5K - $38.1K
|
45.9K
$2.94M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
608+ 14.22% |
$35.5K - $38.1K
|
4.88K
$313K
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
599+ 2.44% |
$34.9K - $37.5K
|
25.1K
$1.61M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
527+ 9.51% |
$30.7K - $33K
|
6.07K
$389K
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
422+ 1.5% |
$24.6K - $26.4K
|
28.5K
$1.83M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
414+ 5.69% |
$24.2K - $25.9K
|
7.68K
$493K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
392+ 5.57% |
$22.9K - $24.5K
|
7.43K
$477K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
386+ 1.47% |
$22.5K - $24.2K
|
26.6K
$1.7M
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
344+ 1.42% |
$20.1K - $21.5K
|
24.5K
$1.57M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
265+ 0.47% |
$15.5K - $16.6K
|
57.1K
$3.66M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
208+ 2.3% |
$12.1K - $13K
|
9.26K
$594K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
207New |
$12.1K - $13K
|
207
$13.3K
|