Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
344+ 2.11% |
$19.7K - $21.3K
|
16.6K
$1.07M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
342+ 7.21% |
$19.6K - $21.2K
|
5.08K
$326K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
325+ 3.66% |
$18.6K - $20.2K
|
9.21K
$591K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
312+ 12.35% |
$17.9K - $19.4K
|
2.84K
$182K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
310+ 0.8% |
$17.8K - $19.2K
|
38.9K
$2.49M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
235+ 1.79% |
$13.5K - $14.6K
|
13.4K
$858K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
170New |
$9.73K - $10.5K
|
170
$10.9K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
119+ 1.96% |
$6.81K - $7.38K
|
6.19K
$397K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
109+ 1.18% |
$6.24K - $6.76K
|
9.37K
$601K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
95+ 1.28% |
$5.44K - $5.89K
|
7.5K
$481K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
93+ 1.7% |
$5.33K - $5.77K
|
5.56K
$357K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 23.0% |
$5.27K - $5.71K
|
492
$31.5K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
89+ 156.14% |
$5.1K - $5.52K
|
146
$9.36K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78New |
$4.47K - $4.84K
|
78
$5K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77+ 0.03% |
$4.41K - $4.78K
|
297K
$19.1M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 423.53% |
$4.12K - $4.47K
|
89
$5.71K
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
55+ 0.79% |
$3.15K - $3.41K
|
7.03K
$451K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 100.0% |
$2.86K - $3.1K
|
100
$6.41K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
20+ 0.74% |
$1.15K - $1.24K
|
2.72K
$175K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 1.49% |
$916 - $993
|
1.09K
$69.7K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.13% |
$401 - $434
|
5.36K
$343K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.13% |
$344 - $372
|
4.57K
$293K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.7% |
$229 - $248
|
576
$36.9K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.92% |
$229 - $248
|
441
$28.3K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$172 - $186
|
3
$192
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$57.3 - $62.1
|
4.91K
$315K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$57.3 - $62.1
|
569
$36.5K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.47% |
$57.3 - $62.1
|
69
$4.42K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$57.3 - $62.1
|
1
$64.1
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.72% |
$57.3 - $62.1
|
139
$8.91K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.72% |
$57.3 - $62.1
|
139
$8.91K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 3.28% |
$115 - $124
|
59
$3.78K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-17- 0.33% |
$973 - $1.05K
|
5.19K
$333K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22- 0.61% |
$1.26K - $1.37K
|
3.57K
$229K
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-28- 0.47% |
$1.6K - $1.74K
|
5.99K
$384K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 0.14% |
$2.12K - $2.3K
|
26.5K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-41- 28.47% |
$2.35K - $2.54K
|
103
$6.6K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-45- 13.04% |
$2.58K - $2.79K
|
300
$19.2K
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-67- 0.61% |
$3.84K - $4.16K
|
10.9K
$700K
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-81- 1.26% |
$4.64K - $5.03K
|
6.36K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 1.1% |
$4.7K - $5.09K
|
7.35K
$471K
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-97- 0.25% |
$5.55K - $6.02K
|
38.3K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-187- 0.33% |
$10.7K - $11.6K
|
56.9K
$3.65M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-204- 1.33% |
$11.7K - $12.7K
|
15.2K
$973K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-214- 1.84% |
$12.3K - $13.3K
|
11.4K
$731K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-221- 1.53% |
$12.7K - $13.7K
|
14.3K
$914K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-244- 0.42% |
$14K - $15.1K
|
57.2K
$3.67M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-321- 1.45% |
$18.4K - $19.9K
|
21.7K
$1.39M
|