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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-325- 0.57% |
$19K - $20.3K
|
56.9K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-338- 1.29% |
$19.7K - $21.2K
|
25.9K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-340- 3.08% |
$19.8K - $21.3K
|
10.7K
$687K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-361- 1.34% |
$21.1K - $22.6K
|
26.6K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-405- 2.99% |
$23.6K - $25.4K
|
13.2K
$843K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-462- 11.26% |
$27K - $28.9K
|
3.64K
$233K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-475- 2.97% |
$27.7K - $29.7K
|
15.5K
$995K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-521- 2.31% |
$30.4K - $32.6K
|
22K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-524- 1.39% |
$30.6K - $32.8K
|
37.2K
$2.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-524- 0.86% |
$30.6K - $32.8K
|
60.4K
$3.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-624- 0.77% |
$36.4K - $39.1K
|
80.7K
$5.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-651- 9.18% |
$38K - $40.8K
|
6.44K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-702- 0.71% |
$41K - $44K
|
98K
$6.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-739- 4.81% |
$43.1K - $46.3K
|
14.6K
$938K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-797- 7.87% |
$46.5K - $49.9K
|
9.33K
$598K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-804- 6.67% |
$46.9K - $50.3K
|
11.3K
$722K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-807- 1.64% |
$47.1K - $50.5K
|
48.4K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-858- 14.14% |
$50.1K - $53.7K
|
5.21K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-940- 3.31% |
$54.8K - $58.9K
|
27.4K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-963- 8.05% |
$56.2K - $60.3K
|
11K
$705K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-984Closed |
$57.4K - $61.6K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.02K- 2.12% |
$59.7K - $64.1K
|
47.3K
$3.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.12K- 1.91% |
$65.4K - $70.2K
|
57.5K
$3.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.17K- 10.78% |
$68.1K - $73.1K
|
9.67K
$620K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.25K- 17.87% |
$72.7K - $78.1K
|
5.73K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.48K- 6.89% |
$86.2K - $92.5K
|
20K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.51K- 96.8% |
$88.3K - $94.7K
|
50
$3.21K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 1.78% |
$97.6K - $105K
|
92.6K
$5.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.71K- 2.64% |
$99.9K - $107K
|
63.1K
$4.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.87K- 13.61% |
$109K - $117K
|
11.9K
$762K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 1.65% |
$135K - $145K
|
138K
$8.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.55K- 2.8% |
$149K - $160K
|
88.7K
$5.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 28.46% |
$151K - $162K
|
6.49K
$416K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.08K- 12.25% |
$180K - $193K
|
22.1K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.2K- 44.29% |
$187K - $200K
|
4.02K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.67K- 28.61% |
$214K - $229K
|
9.15K
$586K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.9K- 13.42% |
$227K - $244K
|
25.2K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.09K- 38.97% |
$239K - $256K
|
6.41K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.2K- 51.22% |
$245K - $263K
|
4K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.63K- 6.23% |
$270K - $290K
|
69.8K
$4.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 8.14% |
$289K - $310K
|
55.9K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.48K- 19.67% |
$320K - $343K
|
22.4K
$1.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.85K- 7.68% |
$341K - $366K
|
70.3K
$4.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.78K- 13.1% |
$396K - $425K
|
45K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-7.41K- 13.1% |
$432K - $464K
|
49.1K
$3.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.5K- 19.93% |
$438K - $470K
|
30.1K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.83K- 2.22% |
$457K - $490K
|
345K
$22.1M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-11.9K- 4.54% |
$693K - $744K
|
250K
$16M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-12.1K- 77.84% |
$708K - $759K
|
3.45K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.8K- 67.87% |
$749K - $803K
|
6.07K
$389K
|