Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.72K+ 1.47% |
$144K - $161K
|
188K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 25.94% |
$127K - $142K
|
11.6K
$738K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.31K+ 7.27% |
$122K - $137K
|
34K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.19K+ 34.37% |
$116K - $130K
|
8.56K
$544K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.18K+ 7.44% |
$116K - $130K
|
31.6K
$2.01M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.13K+ 8.94% |
$112K - $126K
|
25.9K
$1.65M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.11K+ 53.45% |
$112K - $125K
|
6.05K
$385K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.79KNew |
$94.7K - $106K
|
1.79K
$114K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.49K+ 2.59% |
$78.9K - $88.6K
|
59.1K
$3.75M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.28K+ 11.57% |
$68K - $76.3K
|
12.4K
$787K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.22K+ 1.34% |
$64.6K - $72.6K
|
92.1K
$5.86M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 2.45% |
$57.4K - $64.5K
|
45.4K
$2.89M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
$52.9K - $59.5K
|
1K
$63.6K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
829+ 0.3% |
$43.9K - $49.3K
|
273K
$17.4M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
767New |
$40.6K - $45.6K
|
767
$48.8K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
699+ 5.22% |
$37K - $41.6K
|
14.1K
$895K
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
609+ 1.09% |
$32.2K - $36.2K
|
56.5K
$3.59M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
566New |
$30K - $33.7K
|
566
$36K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
564+ 13.38% |
$29.9K - $33.5K
|
4.78K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
504+ 0.84% |
$26.7K - $30K
|
60.4K
$3.84M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
492+ 3.29% |
$26K - $29.3K
|
15.4K
$981K
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
467+ 1.99% |
$24.7K - $27.8K
|
23.9K
$1.52M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
373+ 100.27% |
$19.7K - $22.2K
|
745
$47.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$18.5K - $20.8K
|
350
$22.2K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
338+ 4.04% |
$17.9K - $20.1K
|
8.7K
$553K
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
302+ 4.59% |
$16K - $18K
|
6.88K
$437K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
248+ 467.92% |
$13.1K - $14.7K
|
301
$19.1K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
205+ 1.33% |
$10.9K - $12.2K
|
15.6K
$991K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$10.6K - $11.9K
|
200
$12.7K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$9.26K - $10.4K
|
175
$11.1K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
86+ 0.18% |
$4.55K - $5.11K
|
48.8K
$3.1M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$3.81K - $4.28K
|
72
$4.58K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
68+ 0.88% |
$3.6K - $4.04K
|
7.82K
$497K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66New |
$3.49K - $3.92K
|
66
$4.2K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
58+ 0.87% |
$3.07K - $3.45K
|
6.72K
$427K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57New |
$3.02K - $3.39K
|
57
$3.62K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
35+ 17.95% |
$1.85K - $2.08K
|
230
$14.6K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 8.1% |
$1.06K - $1.19K
|
267
$17K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 0.44% |
$953 - $1.07K
|
4.15K
$264K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10+ 0.21% |
$529 - $595
|
4.78K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.91% |
$265 - $297
|
555
$35.3K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 1.52% |
$106 - $119
|
134
$8.52K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$106 - $119
|
2
$127
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$106 - $119
|
2.49K
$159K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.98% |
$106 - $119
|
206
$13.1K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.52% |
$52.9 - $59.5
|
194
$12.3K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 9.21% |
$1.16K - $1.31K
|
217
$13.8K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30- 0.21% |
$1.59K - $1.78K
|
14.1K
$893K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-42- 95.45% |
$2.22K - $2.5K
|
2
$127
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 5.63% |
$2.81K - $3.15K
|
888
$56.5K
|