Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.79K- 48.6% |
$111K - $124K
|
1.89K
$120K
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.8K- 3.12% |
$112K - $125K
|
56K
$3.56M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.81K- 17.04% |
$112K - $126K
|
8.83K
$562K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.93K- 8.28% |
$120K - $134K
|
21.4K
$1.36M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.97K- 25.64% |
$122K - $136K
|
5.7K
$363K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.98K- 12.72% |
$122K - $137K
|
13.5K
$863K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.01K- 35.36% |
$125K - $139K
|
3.67K
$234K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 35.58% |
$126K - $142K
|
3.69K
$235K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.16K- 62.18% |
$134K - $150K
|
1.32K
$83.8K
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.17K- 5.74% |
$135K - $151K
|
35.7K
$2.27M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.58K- 2.02% |
$160K - $179K
|
125K
$7.97M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.67K- 10.58% |
$165K - $185K
|
22.6K
$1.44M
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.1K- 4.4% |
$192K - $215K
|
67.3K
$4.29M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.15K- 2.01% |
$257K - $288K
|
203K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.2K- 5.54% |
$260K - $291K
|
71.5K
$4.55M
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-5.6K- 53.65% |
$347K - $388K
|
4.84K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.72K- 10.14% |
$355K - $397K
|
50.7K
$3.23M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.5K- 18.49% |
$403K - $451K
|
28.7K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.67K- 3.61% |
$475K - $532K
|
205K
$13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.74K- 4.17% |
$480K - $537K
|
178K
$11.3M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.05K- 44.63% |
$499K - $558K
|
9.98K
$636K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.15K- 31.23% |
$505K - $565K
|
17.9K
$1.14M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.73K- 6.31% |
$541K - $606K
|
130K
$8.25M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.47K- 96.02% |
$587K - $657K
|
393
$25K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 19.22% |
$690K - $773K
|
46.8K
$2.98M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 30.51% |
$720K - $806K
|
26.5K
$1.69M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.6K- 1.75% |
$908K - $1.02M
|
822K
$52.3M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 72.32% |
$925K - $1.04M
|
5.72K
$364K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.6K- 52.35% |
$1.15M - $1.29M
|
17K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20.6K- 99.83% |
$1.27M - $1.43M
|
35
$2.23K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.1K- 29.5% |
$1.31M - $1.46M
|
50.3K
$3.21M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-22.7K- 62.19% |
$1.41M - $1.58M
|
13.8K
$880K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.6K- 13.45% |
$1.96M - $2.19M
|
204K
$13M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.7K- 86.52% |
$2.21M - $2.48M
|
5.57K
$355K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.6K- 39.89% |
$2.33M - $2.61M
|
56.6K
$3.61M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.9K- 86.56% |
$2.47M - $2.77M
|
6.19K
$394K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-43K- 43.76% |
$2.67M - $2.99M
|
55.3K
$3.52M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-46.3K- 25.94% |
$2.87M - $3.21M
|
132K
$8.42M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-79.4K- 71.78% |
$4.92M - $5.51M
|
31.2K
$1.99M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-146K- 82.65% |
$9.05M - $10.1M
|
30.7K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-192K- 91.2% |
$11.9M - $13.3M
|
18.5K
$1.18M
|