Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Europe Smallcap (DFE)
This table provides information about the institutional ownership of Wisdomtree Tr Europe Smallcap (DFE) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EUROPE SMALLCAP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
658KNew |
$36.4M - $40.2M
|
658K
$38M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
95.6KNew |
$5.29M - $5.84M
|
95.6K
$5.51M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.5K+ 59.46% |
$4.62M - $5.1M
|
224K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.1K+ 129.88% |
$1.22M - $1.35M
|
39.1K
$2.25M
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.8KNew |
$982K - $1.09M
|
17.8K
$1.02M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
17.6KNew |
$971K - $1.07M
|
17.6K
$1.01M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 246.34% |
$940K - $1.04M
|
23.9K
$1.38M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$790K - $873K
|
14.3K
$824K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13.2KNew |
$732K - $810K
|
13.2K
$764K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$678K - $749K
|
12.3K
$707K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$672K - $743K
|
12.2K
$701K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.02K+ 41.2% |
$333K - $368K
|
20.6K
$1.19M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.75KNew |
$207K - $229K
|
3.75K
$216K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
3.7K+ 1.44% |
$205K - $226K
|
260K
$15M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.54K+ 13.88% |
$85.1K - $94.1K
|
12.6K
$729K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33K+ 18.57% |
$73.6K - $81.4K
|
8.51K
$490K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
667+ 1.89% |
$36.9K - $40.8K
|
36K
$2.08M
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
666New |
$36.8K - $40.7K
|
666
$38.4K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 13.99% |
$27.6K - $30.6K
|
4.07K
$235K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
360New |
$19.9K - $22K
|
360
$20.8K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
310+ 1.25% |
$17.1K - $18.9K
|
25.1K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
298+ 6.31% |
$16.5K - $18.2K
|
5.02K
$290K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
280+ 6.47% |
$15.5K - $17.1K
|
4.61K
$266K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
233New |
$12.9K - $14.2K
|
233
$13.4K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
151New |
$8.35K - $9.23K
|
151
$8.71K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
141New |
$7.8K - $8.62K
|
141
$8.13K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 2000.0% |
$4.42K - $4.89K
|
84
$4.84K
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
40+ 0.25% |
$2.21K - $2.44K
|
15.8K
$913K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.64% |
$1.94K - $2.14K
|
5.47K
$315K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.09% |
$111 - $122
|
185
$10.7K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 12.5% |
$663 - $733
|
84
$4.84K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-39- 0.11% |
$2.16K - $2.38K
|
36K
$2.08M
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-44- 1.21% |
$2.43K - $2.69K
|
3.6K
$207K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-90- 7.41% |
$4.98K - $5.5K
|
1.13K
$64.9K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-92- 24.21% |
$5.09K - $5.62K
|
288
$16.6K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-149- 0.63% |
$8.24K - $9.11K
|
23.6K
$1.36M
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-151Closed |
$8.35K - $9.23K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200- 10.36% |
$11.1K - $12.2K
|
1.73K
$99.8K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-341- 6.49% |
$18.9K - $20.8K
|
4.91K
$283K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-627- 15.49% |
$34.7K - $38.3K
|
3.42K
$197K
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-909- 6.0% |
$50.3K - $55.6K
|
14.2K
$821K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 20.79% |
$114K - $126K
|
7.87K
$454K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.88K- 19.05% |
$159K - $176K
|
12.3K
$706K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.5K- 9.08% |
$634K - $701K
|
115K
$6.62M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-46.4K- 82.17% |
$2.57M - $2.84M
|
10.1K
$581K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.6K- 73.96% |
$2.8M - $3.09M
|
17.8K
$1.03M
|