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 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
954+ 1.61% |
$55.7K - $66.3K
|
60.3K
$3.84M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
868+ 29.23% |
$50.7K - $60.3K
|
3.84K
$244K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
859+ 6.59% |
$50.1K - $59.7K
|
13.9K
$884K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
578+ 5.94% |
$33.7K - $40.2K
|
10.3K
$656K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
566+ 3.14% |
$33K - $39.3K
|
18.6K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
533+ 579.35% |
$31.1K - $37K
|
625
$39.8K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
505+ 18.31% |
$29.5K - $35.1K
|
3.26K
$208K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
504New |
$29.4K - $35K
|
504
$32.1K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
500+ 3.73% |
$29.2K - $34.7K
|
13.9K
$886K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
410+ 5.16% |
$23.9K - $28.5K
|
8.36K
$532K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
325+ 54.17% |
$19K - $22.6K
|
925
$58.9K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
285+ 15.05% |
$16.6K - $19.8K
|
2.18K
$139K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
221New |
$12.9K - $15.4K
|
221
$14.1K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
204+ 2.73% |
$11.9K - $14.2K
|
7.66K
$488K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$11.7K - $13.9K
|
200
$12.7K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194+ 5.01% |
$11.3K - $13.5K
|
4.07K
$259K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
186+ 8.01% |
$10.9K - $12.9K
|
2.51K
$160K
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
175+ 1.05% |
$10.2K - $12.2K
|
16.9K
$1.08M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
171+ 7.57% |
$9.98K - $11.9K
|
2.43K
$155K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.59% |
$9.22K - $11K
|
10.1K
$642K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
155New |
$9.05K - $10.8K
|
155
$9.87K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
147+ 2.21% |
$8.58K - $10.2K
|
6.81K
$434K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
135+ 3.46% |
$7.88K - $9.38K
|
4.04K
$257K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
134+ 2.09% |
$7.82K - $9.31K
|
6.53K
$416K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
130New |
$7.59K - $9.03K
|
130
$8.28K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
129+ 348.65% |
$7.53K - $8.96K
|
166
$10.6K
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
116+ 2.68% |
$6.77K - $8.06K
|
4.45K
$283K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
114New |
$6.66K - $7.92K
|
114
$7.26K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91+ 227.5% |
$5.31K - $6.32K
|
131
$8.34K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
90+ 2.25% |
$5.25K - $6.25K
|
4.09K
$260K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
86+ 1.65% |
$5.02K - $5.97K
|
5.3K
$337K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
72+ 22.78% |
$4.2K - $5K
|
388
$24.7K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
71New |
$4.14K - $4.93K
|
71
$4.52K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
55+ 0.75% |
$3.21K - $3.82K
|
7.36K
$468K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36New |
$2.1K - $2.5K
|
36
$2.29K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 2.55% |
$1.4K - $1.67K
|
967
$61.6K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
22+ 2.72% |
$1.28K - $1.53K
|
832
$53K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17New |
$992 - $1.18K
|
17
$1.08K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 2.84% |
$876 - $1.04K
|
544
$34.6K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$701 - $834
|
12
$764
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 2.9% |
$409 - $486
|
248
$15.8K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 5.41% |
$350 - $417
|
117
$7.45K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.2% |
$292 - $347
|
2.49K
$159K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 2.34% |
$175 - $208
|
131
$8.34K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 1.05% |
$117 - $139
|
192
$12.2K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2+ 0.06% |
$117 - $139
|
3.52K
$224K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 4.76% |
$117 - $139
|
44
$2.8K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.12% |
$58.4 - $69.5
|
90
$5.73K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.96% |
$58.4 - $69.5
|
52
$3.31K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$58.4 - $69.5
|
4.8K
$305K
|