Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
201New |
$12.6K - $13.4K
|
201
$12.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
200+ 1.01% |
$12.5K - $13.4K
|
20.1K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
157+ 2.13% |
$9.81K - $10.5K
|
7.54K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152New |
$9.5K - $10.2K
|
152
$9.74K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145New |
$9.06K - $9.7K
|
145
$9.3K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
124+ 1.75% |
$7.75K - $8.29K
|
7.21K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
100+ 0.31% |
$6.25K - $6.69K
|
32.2K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
98New |
$6.12K - $6.56K
|
98
$6.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
94+ 1.67% |
$5.87K - $6.29K
|
5.73K
$368K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
83+ 4.93% |
$5.19K - $5.55K
|
1.77K
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59New |
$3.69K - $3.95K
|
59
$3.78K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
42New |
$2.62K - $2.81K
|
42
$2.69K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
29+ 1.64% |
$1.81K - $1.94K
|
1.8K
$115K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.62K - $1.74K
|
26
$1.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18+ 1.03% |
$1.12K - $1.2K
|
1.76K
$113K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16+ 0.44% |
$1K - $1.07K
|
3.64K
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14+ 0.39% |
$875 - $936
|
3.63K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.35% |
$875 - $936
|
3.98K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
14+ 0.02% |
$875 - $936
|
70.4K
$4.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 13.75% |
$687 - $736
|
91
$5.83K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 1.71% |
$625 - $669
|
594
$38.1K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 25.0% |
$500 - $535
|
40
$2.56K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$312 - $334
|
7.1K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$62.5 - $66.9
|
1
$64.1
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.25% |
$62.5 - $66.9
|
81
$5.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.03% |
$62.5 - $66.9
|
3.57K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.01% |
$62.5 - $66.9
|
10.9K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$62.5 - $66.9
|
1.55K
$99K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.61% |
$62.5 - $66.9
|
164
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.73% |
$312 - $334
|
677
$43.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-5- 0.04% |
$312 - $334
|
12.4K
$796K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8- 0.18% |
$500 - $535
|
4.5K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-53- 2.71% |
$3.31K - $3.55K
|
1.9K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-59Closed |
$3.69K - $3.95K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-59- 0.21% |
$3.69K - $3.95K
|
28.5K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-64- 0.92% |
$4K - $4.28K
|
6.86K
$440K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-86- 1.44% |
$5.37K - $5.75K
|
5.9K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-93- 5.74% |
$5.81K - $6.22K
|
1.53K
$97.9K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-101- 1.28% |
$6.31K - $6.76K
|
7.77K
$498K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-105- 2.93% |
$6.56K - $7.02K
|
3.48K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-105- 0.36% |
$6.56K - $7.02K
|
28.8K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-106- 0.71% |
$6.62K - $7.09K
|
14.7K
$944K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-150- 0.77% |
$9.37K - $10K
|
19.3K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 8.94% |
$11K - $11.8K
|
1.79K
$115K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-178- 2.23% |
$11.1K - $11.9K
|
7.82K
$501K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-195- 0.83% |
$12.2K - $13K
|
23.4K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-205- 1.37% |
$12.8K - $13.7K
|
14.7K
$945K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-225- 5.08% |
$14.1K - $15.1K
|
4.2K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-230- 51.45% |
$14.4K - $15.4K
|
217
$13.9K
|