Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.12% |
$186 - $208
|
2.49K
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$62 - $69.4
|
1.55K
$99.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1New |
$62 - $69.4
|
1
$64.1
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-17- 0.29% |
$1.05K - $1.18K
|
5.89K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.5% |
$1.18K - $1.32K
|
3.8K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 15.86% |
$1.43K - $1.6K
|
122
$7.82K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-50- 1.4% |
$3.1K - $3.47K
|
3.52K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 6.21% |
$3.53K - $3.95K
|
861
$55.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-77- 4.28% |
$4.77K - $5.34K
|
1.72K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-80- 4.21% |
$4.96K - $5.55K
|
1.82K
$117K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-91- 0.62% |
$5.64K - $6.31K
|
14.6K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-98- 0.99% |
$6.07K - $6.8K
|
9.8K
$628K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-131- 2.91% |
$8.12K - $9.09K
|
4.37K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-137- 0.59% |
$8.49K - $9.5K
|
23.2K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-139- 0.12% |
$8.61K - $9.64K
|
116K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-151- 3.11% |
$9.36K - $10.5K
|
4.7K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-155- 2.38% |
$9.61K - $10.8K
|
6.35K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-188- 0.51% |
$11.7K - $13K
|
36.6K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-189- 2.43% |
$11.7K - $13.1K
|
7.58K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-193- 1.68% |
$12K - $13.4K
|
11.3K
$725K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-208- 0.26% |
$12.9K - $14.4K
|
80.9K
$5.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-214- 0.59% |
$13.3K - $14.8K
|
36K
$2.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-217- 3.06% |
$13.4K - $15.1K
|
6.89K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-273- 3.02% |
$16.9K - $18.9K
|
8.77K
$562K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-298- 0.92% |
$18.5K - $20.7K
|
31.9K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-298- 4.37% |
$18.5K - $20.7K
|
6.52K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-320- 0.4% |
$19.8K - $22.2K
|
80.4K
$5.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 1.37% |
$23.8K - $26.6K
|
27.6K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-387- 1.63% |
$24K - $26.8K
|
23.3K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 27.46% |
$30.5K - $34.1K
|
1.3K
$83.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-639- 12.59% |
$39.6K - $44.3K
|
4.44K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-686- 10.3% |
$42.5K - $47.6K
|
5.97K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-749- 8.26% |
$46.4K - $52K
|
8.32K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-802- 4.22% |
$49.7K - $55.6K
|
18.2K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-834- 1.42% |
$51.7K - $57.9K
|
57.9K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-867- 2.53% |
$53.7K - $60.1K
|
33.5K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-947- 62.02% |
$58.7K - $65.7K
|
580
$37.2K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-969- 5.34% |
$60K - $67.2K
|
17.2K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-999- 99.9% |
$61.9K - $69.3K
|
1
$64.1
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.12K- 63.49% |
$69.4K - $77.7K
|
644
$41.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 3.28% |
$71K - $79.4K
|
33.8K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.19K- 14.05% |
$73.4K - $82.2K
|
7.25K
$465K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.19K- 3.75% |
$73.5K - $82.3K
|
30.4K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.28K- 6.62% |
$79.3K - $88.8K
|
18K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 76.51% |
$83.8K - $93.8K
|
415
$26.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.49K- 19.08% |
$92.6K - $104K
|
6.34K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.52K- 5.33% |
$94.4K - $106K
|
27.1K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.6K- 18.22% |
$99.2K - $111K
|
7.18K
$461K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.62K- 1.84% |
$100K - $112K
|
86.5K
$5.55M
|