Purchases and Sales Made in Q2 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 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 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
207
New
$12.1K - $13K
207 $13.3K
Jul 20, 2023 Q2 2023
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
187
+ 0.49%
$10.9K - $11.7K
38.4K $2.46M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
185
New
$10.8K - $11.6K
185 $11.9K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
181
+ 20.34%
$10.6K - $11.3K
1.07K $68.7K
Aug 04, 2023 Q2 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
139
+ 2.03%
$8.11K - $8.7K
6.97K $447K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
138
New
$8.05K - $8.64K
138 $8.85K
May 28, 2024 Q2 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
117
+ 3.36%
$6.83K - $7.33K
3.59K $230K
Aug 08, 2024 Q2 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
99
+ 2.07%
$5.78K - $6.2K
4.89K $313K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
72
New
$4.2K - $4.51K
72 $4.62K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
62
+ 0.7%
$3.62K - $3.88K
8.89K $570K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
60
+ 1.5%
$3.5K - $3.76K
4.07K $261K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
16
+ 0.35%
$933 - $1K
4.56K $292K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
16
+ 0.34%
$933 - $1K
4.74K $304K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
13
New
$758 - $814
13 $833
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
12
+ 2.14%
$700 - $751
572 $36.7K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
9
+ 2.1%
$525 - $563
437 $28K
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
8
+ 0.02%
$467 - $501
34.2K $2.19M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
6
+ 0.01%
$350 - $376
48.3K $3.1M
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
6
+ 0.13%
$350 - $376
4.76K $305K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
4
+ 1.92%
$233 - $250
212 $13.6K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
4
+ 0.16%
$233 - $250
2.5K $160K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
4
+ 0.07%
$233 - $250
5.35K $343K
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
3
+ 2.22%
$175 - $188
138 $8.85K
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.18%
$58.3 - $62.6
568 $36.4K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 1.49%
$58.3 - $62.6
68 $4.36K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

SELL
 -
-7
- 0.63%
$408 - $438
1.11K $71.2K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-9
- 39.13%
$525 - $563
14 $898
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-22
- 26.51%
$1.28K - $1.38K
61 $3.91K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

SELL
 -
-30
- 10.91%
$1.75K - $1.88K
245 $15.7K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-42
- 22.58%
$2.45K - $2.63K
144 $9.23K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-42
Closed
$2.45K - $2.63K
0 $0
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

SELL
 -
-51
- 1.22%
$2.98K - $3.19K
4.12K $264K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-69
- 9.54%
$4.03K - $4.32K
654 $41.9K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

SELL
 -
-78
- 0.29%
$4.55K - $4.88K
27K $1.73M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-83
- 19.39%
$4.84K - $5.2K
345 $22.1K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-89
- 1.14%
$5.19K - $5.57K
7.73K $495K
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
SELL
 -
-89
- 1.46%
$5.19K - $5.57K
6.02K $386K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-91
- 0.15%
$5.31K - $5.7K
60.3K $3.87M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-107
- 5.18%
$6.24K - $6.7K
1.96K $126K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-108
- 1.44%
$6.3K - $6.76K
7.41K $475K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-121
- 23.22%
$7.06K - $7.58K
400 $25.6K
Jul 13, 2023 Q2 2023
First Premier Bank

SELL
 -
-160
- 29.52%
$9.33K - $10K
382 $24.5K
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-185
- 0.69%
$10.8K - $11.6K
26.6K $1.7M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-193
- 1.32%
$11.3K - $12.1K
14.5K $928K
Aug 14, 2023 Q2 2023
Laird Norton Trust Company, LLC

SELL
 -
-200
- 2.87%
$11.7K - $12.5K
6.78K $435K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

SELL
 -
-249
- 4.83%
$14.5K - $15.6K
4.91K $314K
Oct 26, 2023 Q2 2023
Sound Stewardship, LLC

Overland Park, KS
SELL
 -
-249
- 2.1%
$14.5K - $15.6K
11.6K $745K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

SELL
 -
-250
- 1.55%
$14.6K - $15.7K
15.9K $1.02M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
SELL
 -
-306
- 2.58%
$17.9K - $19.2K
11.6K $741K

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