Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
140K+ 41.99% |
$8.18M - $9.73M
|
474K
$29.9M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 25.92% |
$6.63M - $7.89M
|
552K
$34.9M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
108KNew |
$6.32M - $7.51M
|
108K
$6.83M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
104KNew |
$6.07M - $7.22M
|
104K
$6.57M
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
97.6KNew |
$5.7M - $6.78M
|
97.6K
$6.16M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.9K+ 127.25% |
$2.16M - $2.57M
|
65.9K
$4.16M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
30.3K+ 197.38% |
$1.77M - $2.1M
|
45.6K
$2.88M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
30.3K+ 36.34% |
$1.77M - $2.1M
|
114K
$7.17M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19KNew |
$1.11M - $1.32M
|
19K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.7K+ 12.85% |
$973K - $1.16M
|
146K
$9.24M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.7K+ 11.1% |
$739K - $879K
|
127K
$8M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 4.8% |
$679K - $808K
|
254K
$16M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 4.8% |
$679K - $808K
|
254K
$16M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.3K+ 104.3% |
$658K - $783K
|
22.1K
$1.39M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 11.58% |
$619K - $737K
|
102K
$6.45M
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$611K - $728K
|
10.5K
$661K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9.49K+ 22.03% |
$554K - $659K
|
52.6K
$3.32M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.11K+ 23.44% |
$532K - $633K
|
48K
$3.03M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.15K+ 9.83% |
$476K - $566K
|
91K
$5.75M
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.58K+ 4.49% |
$442K - $527K
|
176K
$11.1M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7K+ 27.11% |
$408K - $486K
|
32.8K
$2.07M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.68KNew |
$390K - $464K
|
6.68K
$422K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.28KNew |
$366K - $436K
|
6.28K
$396K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.05KNew |
$353K - $420K
|
6.05K
$382K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
5.44K+ 77.43% |
$317K - $378K
|
12.5K
$787K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.36K+ 17.67% |
$313K - $373K
|
35.7K
$2.26M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.56K+ 3.83% |
$266K - $317K
|
124K
$7.82M
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.51K+ 7.73% |
$263K - $313K
|
62.8K
$3.97M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.78K+ 79.14% |
$220K - $262K
|
8.55K
$540K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.48KNew |
$203K - $241K
|
3.48K
$219K
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.45KNew |
$202K - $240K
|
3.45K
$218K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$180K - $214K
|
3.08K
$195K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.9K+ 1.94% |
$169K - $201K
|
152K
$9.61M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.27K+ 9.86% |
$133K - $158K
|
25.3K
$1.6M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25K+ 4.99% |
$131K - $156K
|
47.2K
$2.98M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.21K+ 36.08% |
$129K - $153K
|
8.33K
$526K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.76K+ 18.86% |
$103K - $122K
|
11.1K
$701K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74KNew |
$102K - $121K
|
1.74K
$110K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.64K+ 12.78% |
$95.7K - $114K
|
14.5K
$913K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.61K+ 4.34% |
$94K - $112K
|
38.7K
$2.44M
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.52% |
$91.5K - $109K
|
63.8K
$4.03M
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.56K+ 32.47% |
$91K - $108K
|
6.36K
$401K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5K+ 333.56% |
$87.6K - $104K
|
1.95K
$123K
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.46K+ 1.58% |
$85.2K - $101K
|
93.8K
$5.92M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.36K+ 3.28% |
$79.5K - $94.6K
|
42.9K
$2.71M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
$78.8K - $93.8K
|
1.35K
$85.3K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28K+ 1.98% |
$74.9K - $89.1K
|
65.9K
$4.16M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.16K+ 3.06% |
$67.7K - $80.5K
|
39K
$2.46M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 7.06% |
$59.7K - $71.1K
|
15.5K
$980K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
955New |
$55.8K - $66.3K
|
955
$60.3K
|