Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 1.96% |
$18.8K - $23K
|
18.4K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-436- 2.35% |
$22.3K - $27.2K
|
18.1K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 2.83% |
$25.5K - $31.2K
|
17.2K
$1.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-508- 3.66% |
$25.9K - $31.7K
|
13.4K
$852K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-547- 2.03% |
$27.9K - $34.2K
|
26.4K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-572- 91.52% |
$29.2K - $35.7K
|
53
$3.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-679- 3.62% |
$34.7K - $42.4K
|
18.1K
$1.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-680- 7.84% |
$34.7K - $42.5K
|
8K
$509K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-728- 5.27% |
$37.2K - $45.5K
|
13.1K
$834K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-742- 4.78% |
$37.9K - $46.3K
|
14.8K
$941K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-770- 12.22% |
$39.3K - $48.1K
|
5.53K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-772- 16.38% |
$39.4K - $48.2K
|
3.94K
$251K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-817- 2.49% |
$41.7K - $51K
|
32K
$2.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-846- 6.25% |
$43.2K - $52.8K
|
12.7K
$808K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-889- 30.48% |
$45.4K - $55.5K
|
2.03K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-893- 1.35% |
$45.6K - $55.8K
|
65K
$4.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 19.13% |
$57.6K - $70.5K
|
4.77K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.2K- 5.82% |
$61.4K - $75.1K
|
19.5K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.22K- 11.61% |
$62.1K - $76K
|
9.26K
$589K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.27K- 20.35% |
$64.6K - $79K
|
4.95K
$315K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.46K- 13.55% |
$74.6K - $91.3K
|
9.33K
$594K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 20.61% |
$84.4K - $103K
|
6.37K
$406K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.68K- 6.69% |
$85.8K - $105K
|
23.4K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.71K- 5.49% |
$87.2K - $107K
|
29.4K
$1.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.8K- 23.65% |
$92K - $113K
|
5.82K
$370K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.85K- 3.79% |
$94.5K - $116K
|
46.9K
$2.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.94K- 1.57% |
$99.2K - $121K
|
122K
$7.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.98K- 26.87% |
$101K - $123K
|
5.38K
$343K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.99K- 2.52% |
$102K - $124K
|
77K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.01K- 3.29% |
$102K - $125K
|
58.9K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.05K- 14.72% |
$105K - $128K
|
11.9K
$755K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.47K- 7.45% |
$126K - $154K
|
30.6K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.3K- 45.21% |
$168K - $206K
|
4K
$255K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.4K- 2.75% |
$174K - $212K
|
120K
$7.65M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.52KClosed |
$180K - $220K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.58K- 9.55% |
$183K - $223K
|
33.9K
$2.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.89K- 22.14% |
$249K - $305K
|
17.2K
$1.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.23K- 10.4% |
$318K - $389K
|
53.7K
$3.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-7.34K- 0.69% |
$375K - $458K
|
1.05M
$66.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.17K- 11.59% |
$417K - $510K
|
62.3K
$3.97M
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-10.2K- 60.53% |
$522K - $639K
|
6.67K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-10.4K- 8.53% |
$533K - $652K
|
112K
$7.13M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 6.51% |
$605K - $740K
|
170K
$10.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-12.2K- 59.32% |
$621K - $759K
|
8.34K
$531K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-13.5K- 25.72% |
$689K - $843K
|
39K
$2.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.7K- 28.53% |
$699K - $855K
|
34.3K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-15.1K- 16.12% |
$772K - $945K
|
78.7K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 6.04% |
$784K - $959K
|
239K
$15.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-15.5K- 14.9% |
$791K - $968K
|
88.5K
$5.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-18.2K- 18.68% |
$931K - $1.14M
|
79.4K
$5.05M
|