Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
482+ 3.33% |
$24.6K - $30.1K
|
14.9K
$958K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
462+ 7.07% |
$23.6K - $28.9K
|
6.99K
$448K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
375New |
$19.1K - $23.4K
|
375
$24K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
300New |
$15.3K - $18.7K
|
300
$19.2K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
279+ 4.1% |
$14.2K - $17.4K
|
7.09K
$455K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
270+ 4.04% |
$13.8K - $16.9K
|
6.95K
$446K
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
221+ 3.48% |
$11.3K - $13.8K
|
6.58K
$422K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
204New |
$10.4K - $12.7K
|
204
$13.1K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
132New |
$6.74K - $8.24K
|
132
$8.46K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$6.64K - $8.12K
|
130
$8.33K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
88+ 0.43% |
$4.49K - $5.5K
|
20.6K
$1.32M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
83+ 1.08% |
$4.24K - $5.18K
|
7.75K
$497K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
52+ 1.97% |
$2.66K - $3.25K
|
2.69K
$172K
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
49+ 1.1% |
$2.5K - $3.06K
|
4.5K
$288K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
48+ 0.12% |
$2.45K - $3K
|
38.7K
$2.48M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
44New |
$2.25K - $2.75K
|
44
$2.82K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 25.81% |
$2.04K - $2.5K
|
195
$12.5K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37+ 0.91% |
$1.89K - $2.31K
|
4.13K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 0.75% |
$1.84K - $2.25K
|
4.83K
$310K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.33K - $1.62K
|
26
$1.67K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.24% |
$1.02K - $1.25K
|
8.35K
$535K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 9.4% |
$562 - $687
|
128
$8.21K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 1.08% |
$460 - $562
|
841
$53.9K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 1.1% |
$306 - $375
|
550
$35.3K
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.76% |
$51.1 - $62.5
|
132
$8.46K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.92% |
$51.1 - $62.5
|
53
$3.4K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.52% |
$51.1 - $62.5
|
193
$12.4K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.11% |
$51.1 - $62.5
|
91
$5.83K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.04% |
$51.1 - $62.5
|
2.49K
$160K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 12.07% |
$357 - $437
|
51
$3.27K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12- 0.29% |
$613 - $750
|
4.14K
$265K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 4.12% |
$817 - $999
|
372
$23.8K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 2.69% |
$1.33K - $1.62K
|
941
$60.3K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 9.81% |
$1.33K - $1.62K
|
239
$15.3K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-33- 0.39% |
$1.68K - $2.06K
|
8.36K
$536K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 11.29% |
$2.81K - $3.44K
|
432
$27.7K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-79- 0.77% |
$4.03K - $4.93K
|
10.2K
$656K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 5.74% |
$4.6K - $5.62K
|
1.48K
$94.8K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-91- 69.47% |
$4.65K - $5.68K
|
40
$2.56K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-129- 77.71% |
$6.59K - $8.06K
|
37
$2.37K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-133- 3.43% |
$6.79K - $8.31K
|
3.75K
$240K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-135- 0.87% |
$6.89K - $8.43K
|
15.4K
$986K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-183- 82.81% |
$9.34K - $11.4K
|
38
$2.44K
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-187- 0.21% |
$9.55K - $11.7K
|
88.2K
$5.65M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-203- 45.11% |
$10.4K - $12.7K
|
247
$15.8K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-221- 1.87% |
$11.3K - $13.8K
|
11.6K
$742K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-279- 6.21% |
$14.2K - $17.4K
|
4.22K
$270K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-300- 33.48% |
$15.3K - $18.7K
|
596
$38.2K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-322- 0.53% |
$16.4K - $20.1K
|
59.9K
$3.84M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-325- 35.14% |
$16.6K - $20.3K
|
600
$38.5K
|