Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Intl Small Cap D (DLS)

DLS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Intl Small Cap D (DLS) during Q1 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
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.17K
+ 19.36%
$68.1K - $74.8K
7.22K $460K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.14K
+ 0.54%
$66.4K - $72.9K
214K $13.7M
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.08K
+ 3.99%
$62.7K - $68.9K
28.1K $1.79M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
984
New
$57.2K - $62.8K
984 $62.7K
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
963
+ 3.51%
$56K - $61.5K
28.4K $1.81M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
943
+ 2.13%
$54.8K - $60.2K
45.3K $2.88M
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
924
+ 27.57%
$53.7K - $59K
4.28K $272K
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
775
+ 2.77%
$45.1K - $49.5K
28.7K $1.83M
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
676
+ 1.2%
$39.3K - $43.2K
57.2K $3.64M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
551
+ 3.57%
$32K - $35.2K
16K $1.02M
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
496
New
$28.8K - $31.7K
496 $31.6K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
496
New
$28.8K - $31.7K
496 $31.6K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
432
+ 4.07%
$25.1K - $27.6K
11.1K $704K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
419
+ 0.69%
$24.4K - $26.8K
60.9K $3.88M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
400
New
$23.3K - $25.5K
400 $25.5K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
388
+ 1.5%
$22.6K - $24.8K
26.3K $1.67M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
373
+ 50.07%
$21.7K - $23.8K
1.12K $71.2K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
239
+ 2.42%
$13.9K - $15.3K
10.1K $645K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
231
New
$13.4K - $14.8K
231 $14.7K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
184
+ 4.43%
$10.7K - $11.8K
4.34K $276K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
132
+ 0.39%
$7.68K - $8.43K
34.2K $2.18M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
130
New
$7.56K - $8.3K
130 $8.28K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
128
+ 1.47%
$7.44K - $8.18K
8.83K $562K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
121
+ 30.25%
$7.04K - $7.73K
521 $33.2K
Apr 21, 2023 Q1 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
112
+ 1.67%
$6.51K - $7.15K
6.84K $435K
Apr 19, 2023 Q1 2023
Meridian Financial Partners LLC

BUY
 -
100
+ 1.45%
$5.82K - $6.39K
6.98K $444K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
96
+ 1.9%
$5.58K - $6.13K
5.15K $328K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
83
+ 24.06%
$4.83K - $5.3K
428 $27.3K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
76
+ 11.75%
$4.42K - $4.85K
723 $46K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
61
New
$3.55K - $3.9K
61 $3.88K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
57
+ 219.23%
$3.31K - $3.64K
83 $5.29K
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
55
+ 0.15%
$3.2K - $3.51K
36.8K $2.34M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
53
+ 1.29%
$3.08K - $3.39K
4.17K $266K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
47
+ 0.77%
$2.73K - $3K
6.15K $392K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
45
+ 19.57%
$2.62K - $2.87K
275 $17.5K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
42
New
$2.44K - $2.68K
42 $2.67K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
20
New
$1.16K - $1.28K
20 $1.27K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
20
New
$1.16K - $1.28K
20 $1.27K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
14
+ 0.52%
$814 - $894
2.7K $172K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
10
+ 0.27%
$582 - $639
3.66K $233K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
8
+ 0.18%
$465 - $511
4.54K $289K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
7
+ 0.17%
$407 - $447
4.01K $256K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
5
+ 0.9%
$291 - $319
560 $35.7K
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4
+ 0.94%
$233 - $255
428 $27.3K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
2
+ 0.97%
$116 - $128
208 $13.2K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
2
+ 0.23%
$116 - $128
890 $56.7K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 1.52%
$58.2 - $63.9
67 $4.27K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
1
+ 0.04%
$58.2 - $63.9
2.5K $159K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.18%
$58.2 - $63.9
567 $36.1K

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