Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-42- 95.45% |
$2.13K - $2.5K
|
2
$127
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 5.63% |
$2.69K - $3.15K
|
888
$56.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 78.87% |
$2.84K - $3.33K
|
15
$955
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-65- 0.27% |
$3.3K - $3.86K
|
24.3K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-74- 81.32% |
$3.76K - $4.4K
|
17
$1.08K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-161- 3.22% |
$8.18K - $9.57K
|
4.83K
$308K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-171- 0.69% |
$8.68K - $10.2K
|
24.5K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 33.33% |
$10.2K - $11.9K
|
400
$25.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-251- 42.11% |
$12.7K - $14.9K
|
345
$22K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-338- 11.98% |
$17.2K - $20.1K
|
2.48K
$158K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-345- 3.37% |
$17.5K - $20.5K
|
9.88K
$629K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-350- 5.93% |
$17.8K - $20.8K
|
5.56K
$354K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-375Closed |
$19K - $22.3K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-399- 8.09% |
$20.3K - $23.7K
|
4.54K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-409- 6.28% |
$20.8K - $24.3K
|
6.1K
$389K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-417- 49.58% |
$21.2K - $24.8K
|
424
$27K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-473- 8.3% |
$24K - $28.1K
|
5.23K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-514- 9.09% |
$26.1K - $30.6K
|
5.14K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-686- 14.2% |
$34.8K - $40.8K
|
4.15K
$264K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-729- 0.8% |
$37K - $43.3K
|
90.9K
$5.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-760- 4.42% |
$38.6K - $45.2K
|
16.4K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-896- 4.95% |
$45.5K - $53.3K
|
17.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 8.78% |
$51.6K - $60.4K
|
10.6K
$672K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.15K- 9.06% |
$58.4K - $68.4K
|
11.5K
$735K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.38K- 68.1% |
$70.1K - $82.1K
|
647
$41.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.42K- 27.96% |
$71.9K - $84.1K
|
3.65K
$232K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.5K- 27.94% |
$76.3K - $89.4K
|
3.88K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 14.67% |
$80.1K - $93.8K
|
9.17K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.59K- 20.34% |
$80.7K - $94.5K
|
6.23K
$396K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.65K- 3.58% |
$83.6K - $97.9K
|
44.3K
$2.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.8K- 9.23% |
$91.2K - $107K
|
17.7K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.81K- 31.12% |
$91.9K - $108K
|
4.01K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.84K- 3.12% |
$93.5K - $110K
|
57.1K
$3.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.08K- 46.99% |
$105K - $123K
|
2.34K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 12.15% |
$106K - $124K
|
15.1K
$961K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.29K- 41.41% |
$116K - $136K
|
3.24K
$206K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.48K- 8.1% |
$126K - $148K
|
28.1K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.53K- 4.98% |
$179K - $210K
|
67.3K
$4.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.92K- 14.81% |
$199K - $233K
|
22.5K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.34K- 36.57% |
$220K - $258K
|
7.53K
$479K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.43K- 47.51% |
$225K - $264K
|
4.9K
$312K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.68K- 14.58% |
$289K - $338K
|
33.3K
$2.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-5.69K- 43.49% |
$289K - $339K
|
7.4K
$471K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.51K- 41.4% |
$381K - $446K
|
10.6K
$676K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-8.02K- 17.1% |
$407K - $477K
|
38.9K
$2.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.22K- 13.19% |
$417K - $488K
|
54.1K
$3.44M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.22K- 25.7% |
$417K - $489K
|
23.8K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.61K- 25.43% |
$437K - $512K
|
25.3K
$1.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-8.94K- 12.64% |
$454K - $532K
|
61.8K
$3.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.6K- 12.09% |
$487K - $571K
|
69.8K
$4.44M
|