Purchases and Sales Made in Q1 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 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 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.75% |
$58.2 - $63.9
|
135
$8.6K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9- 0.12% |
$523 - $575
|
7.52K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13- 32.5% |
$756 - $830
|
27
$1.72K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 37.84% |
$814 - $894
|
23
$1.46K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 7.49% |
$1.16K - $1.28K
|
247
$15.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.32% |
$1.28K - $1.41K
|
6.9K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 14.29% |
$1.8K - $1.98K
|
186
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 0.31% |
$2.33K - $2.55K
|
12.9K
$822K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46- 1.31% |
$2.67K - $2.94K
|
3.48K
$221K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.47% |
$2.91K - $3.19K
|
10.5K
$669K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-79- 1.63% |
$4.59K - $5.05K
|
4.75K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-107- 0.42% |
$6.22K - $6.83K
|
25.1K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-122- 1.33% |
$7.09K - $7.79K
|
9.05K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-132- 2.12% |
$7.68K - $8.43K
|
6.11K
$389K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-159- 2.55% |
$9.25K - $10.2K
|
6.07K
$386K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-166- 0.63% |
$9.65K - $10.6K
|
26.2K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 5.46% |
$11.6K - $12.8K
|
3.47K
$221K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-213- 4.35% |
$12.4K - $13.6K
|
4.68K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-265- 0.46% |
$15.4K - $16.9K
|
56.8K
$3.62M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 1.83% |
$17.4K - $19.2K
|
16.1K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-311- 4.2% |
$18.1K - $19.9K
|
7.09K
$451K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-344- 1.4% |
$20K - $22K
|
24.2K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-358- 0.5% |
$20.8K - $22.9K
|
71.6K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-461- 9.64% |
$26.8K - $29.4K
|
4.32K
$275K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-490- 3.49% |
$28.5K - $31.3K
|
13.6K
$864K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-499- 1.02% |
$29K - $31.9K
|
48.3K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-514- 4.15% |
$29.9K - $32.8K
|
11.9K
$756K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-701- 6.08% |
$40.8K - $44.8K
|
10.8K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-707- 1.44% |
$41.1K - $45.2K
|
48.3K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-741- 8.66% |
$43.1K - $47.3K
|
7.82K
$498K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-779- 52.67% |
$45.3K - $49.8K
|
700
$44.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.02K- 1.02% |
$59.3K - $65.1K
|
98.7K
$6.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.05K- 3.71% |
$60.8K - $66.7K
|
27.1K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.05K- 8.07% |
$61K - $67K
|
12K
$761K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.15K- 2.96% |
$66.9K - $73.5K
|
37.7K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.41K- 1.53% |
$82.2K - $90.3K
|
91.2K
$5.81M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.94K- 14.01% |
$113K - $124K
|
11.9K
$756K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.99K- 3.28% |
$116K - $127K
|
58.6K
$3.73M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.02K- 14.35% |
$117K - $129K
|
12.1K
$768K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.08K- 83.89% |
$121K - $133K
|
400
$25.5K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.29K- 12.99% |
$133K - $147K
|
15.4K
$979K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.32K- 4.29% |
$135K - $148K
|
51.8K
$3.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.43K- 37.23% |
$142K - $155K
|
4.1K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.53K- 14.73% |
$147K - $162K
|
14.7K
$934K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.67K- 6.53% |
$155K - $170K
|
38.2K
$2.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.87K- 11.8% |
$167K - $183K
|
21.4K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.14K- 75.83% |
$183K - $201K
|
1K
$63.8K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.68K- 11.66% |
$214K - $235K
|
27.9K
$1.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.02K- 51.44% |
$234K - $257K
|
3.8K
$242K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.15K- 12.46% |
$241K - $265K
|
29.1K
$1.86M
|