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 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-239- 3.39% |
$14.9K - $16K
|
6.82K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-248- 2.45% |
$15.5K - $16.6K
|
9.87K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-294- 6.13% |
$18.4K - $19.7K
|
4.51K
$289K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-305- 6.73% |
$19.1K - $20.4K
|
4.23K
$271K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-309- 0.68% |
$19.3K - $20.7K
|
45.4K
$2.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-316- 2.02% |
$19.7K - $21.1K
|
15.3K
$980K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-323- 1.01% |
$20.2K - $21.6K
|
31.6K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327- 6.3% |
$20.4K - $21.9K
|
4.86K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-334- 0.9% |
$20.9K - $22.3K
|
36.8K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-390- 10.74% |
$24.4K - $26.1K
|
3.24K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-395Closed |
$24.7K - $26.4K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-404- 0.69% |
$25.2K - $27K
|
57.8K
$3.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-417- 1.62% |
$26.1K - $27.9K
|
25.2K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-680- 2.74% |
$42.5K - $45.5K
|
24.1K
$1.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-722- 4.44% |
$45.1K - $48.3K
|
15.5K
$995K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-830- 2.88% |
$51.9K - $55.5K
|
28K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-837- 25.21% |
$52.3K - $56K
|
2.48K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-903- 15.1% |
$56.4K - $60.4K
|
5.08K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-996- 9.89% |
$62.2K - $66.6K
|
9.07K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.1K- 14.46% |
$68.7K - $73.6K
|
6.51K
$417K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.14K- 3.85% |
$71.5K - $76.5K
|
28.6K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 89.02% |
$73.4K - $78.6K
|
145
$9.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-1.25K- 5.09% |
$78.3K - $83.8K
|
23.4K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.34K- 1.73% |
$83.4K - $89.3K
|
75.7K
$4.85M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 1.17% |
$92K - $98.5K
|
124K
$7.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.48K- 2.59% |
$92.7K - $99.2K
|
55.7K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.55K- 2.57% |
$96.8K - $104K
|
58.7K
$3.77M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.61K- 12.26% |
$100K - $107K
|
11.5K
$737K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.72K- 13.94% |
$108K - $115K
|
10.6K
$682K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.73K- 2.09% |
$108K - $115K
|
80.7K
$5.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.87K- 21.93% |
$117K - $125K
|
6.66K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.89K- 22.07% |
$118K - $126K
|
6.66K
$427K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.03K- 33.08% |
$127K - $136K
|
4.12K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.53K- 6.77% |
$158K - $169K
|
34.9K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.55K- 12.33% |
$159K - $171K
|
18.1K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.94K- 48.07% |
$183K - $196K
|
3.17K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3K- 3.29% |
$187K - $200K
|
88.1K
$5.65M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.01K- 29.67% |
$188K - $201K
|
7.14K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.84K- 6.21% |
$240K - $257K
|
57.9K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.41K- 18.57% |
$338K - $362K
|
23.7K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.09K- 14.75% |
$380K - $407K
|
35.2K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.45K- 57.8% |
$403K - $431K
|
4.71K
$302K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.6K- 45.74% |
$412K - $442K
|
7.83K
$502K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-8.26K- 18.55% |
$516K - $552K
|
36.2K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.91K- 33.07% |
$557K - $596K
|
18K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-15.5K- 10.06% |
$967K - $1.04M
|
138K
$8.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-22.2K- 11.08% |
$1.39M - $1.49M
|
178K
$11.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-24.9K- 56.65% |
$1.56M - $1.67M
|
19.1K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.2K- 19.17% |
$1.64M - $1.75M
|
111K
$7.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.6K- 59.21% |
$1.72M - $1.85M
|
19K
$1.22M
|