Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
234KNew |
$12.6M - $15M
|
234K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
114K+ 456.98% |
$6.12M - $7.28M
|
138K
$8.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
93.3K+ 274.07% |
$5.03M - $5.97M
|
127K
$8.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
43.7KNew |
$2.36M - $2.8M
|
43.7K
$2.76M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
37.2KNew |
$2.01M - $2.38M
|
37.2K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22.7KNew |
$1.22M - $1.45M
|
22.7K
$1.43M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19.5KNew |
$1.05M - $1.25M
|
19.5K
$1.23M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.4K+ 8.25% |
$1.05M - $1.24M
|
255K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.4K+ 75.64% |
$1.05M - $1.24M
|
45K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.5KNew |
$943K - $1.12M
|
17.5K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$855K - $1.02M
|
15.9K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5K+ 18.19% |
$837K - $995K
|
101K
$6.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13.4KNew |
$725K - $861K
|
13.4K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12.5K+ 5.5% |
$673K - $800K
|
240K
$15.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.68K+ 6629.45% |
$522K - $620K
|
9.83K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.6K+ 23.52% |
$517K - $615K
|
50.4K
$3.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
8.55KNew |
$460K - $547K
|
8.55K
$540K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
8KNew |
$431K - $512K
|
8K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.94K+ 5.2% |
$428K - $509K
|
161K
$10.2M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3K+ 73.1% |
$393K - $468K
|
17.3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.07K+ 51.83% |
$381K - $453K
|
20.7K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.48K+ 176.72% |
$349K - $415K
|
10.2K
$641K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.98K+ 72.2% |
$322K - $383K
|
14.3K
$901K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.61KNew |
$303K - $360K
|
5.61K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.27KNew |
$284K - $338K
|
5.27K
$333K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.27KNew |
$284K - $338K
|
5.27K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.35KNew |
$234K - $279K
|
4.35K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.09KNew |
$220K - $262K
|
4.09K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.98K+ 14.99% |
$214K - $255K
|
30.5K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.42K+ 13.4% |
$184K - $219K
|
28.9K
$1.83M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
3.37KNew |
$181K - $216K
|
3.37K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.32KNew |
$179K - $212K
|
3.32K
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.3KNew |
$178K - $212K
|
3.3K
$209K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.24KNew |
$175K - $208K
|
3.24K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.22KNew |
$174K - $206K
|
3.22K
$204K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.5K+ 54.32% |
$135K - $160K
|
7.11K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.34K+ 1.16% |
$126K - $150K
|
203K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11K+ 13.89% |
$114K - $135K
|
17.3K
$1.09M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.05KNew |
$111K - $131K
|
2.05K
$130K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 61.35% |
$108K - $128K
|
5.27K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 11.42% |
$87.7K - $104K
|
15.9K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 5.46% |
$80.9K - $96.2K
|
29K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 2.36% |
$80.6K - $95.8K
|
64.9K
$4.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.48K+ 35.54% |
$79.6K - $94.6K
|
5.63K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.4K+ 10.21% |
$75.7K - $89.9K
|
15.2K
$957K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.4K+ 9.68% |
$75.4K - $89.7K
|
15.9K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.36K+ 15.95% |
$73.1K - $86.9K
|
9.86K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.01K+ 5.48% |
$54.4K - $64.6K
|
19.4K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
940+ 33.12% |
$50.7K - $60.2K
|
3.78K
$239K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
895+ 1.56% |
$48.2K - $57.3K
|
58.1K
$3.67M
|