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 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-257- 3.43% |
$13.8K - $16.5K
|
7.25K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-279- 3.66% |
$15K - $17.9K
|
7.34K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-285- 2.13% |
$15.4K - $18.3K
|
13.1K
$835K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-288- 5.17% |
$15.5K - $18.4K
|
5.28K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-308- 0.95% |
$16.6K - $19.7K
|
32K
$2.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-315- 5.5% |
$17K - $20.2K
|
5.42K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-315- 4.24% |
$17K - $20.2K
|
7.11K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-353- 1.34% |
$19K - $22.6K
|
26.1K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-399- 8.09% |
$21.5K - $25.6K
|
4.54K
$289K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-448- 0.49% |
$24.1K - $28.7K
|
91.3K
$5.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-468- 0.78% |
$25.2K - $30K
|
59.4K
$3.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-481- 10.54% |
$25.9K - $30.8K
|
4.08K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-519- 1.92% |
$28K - $33.2K
|
26.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-524- 6.61% |
$28.2K - $33.6K
|
7.4K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-547- 4.49% |
$29.5K - $35K
|
11.6K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-587- 4.45% |
$31.6K - $37.6K
|
12.6K
$803K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-588- 12.45% |
$31.7K - $37.7K
|
4.13K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-620- 12.97% |
$33.4K - $39.7K
|
4.16K
$265K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-758- 3.49% |
$40.8K - $48.6K
|
21K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-762- 13.27% |
$41.1K - $48.8K
|
4.98K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-767- 4.61% |
$41.3K - $49.1K
|
15.9K
$1.01M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-854- 15.94% |
$46K - $54.7K
|
4.5K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-992- 5.77% |
$53.5K - $63.5K
|
16.2K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.08K- 5.24% |
$58.2K - $69.2K
|
19.5K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.11K- 8.45% |
$59.5K - $70.8K
|
12K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.21K- 1.77% |
$65K - $77.3K
|
66.9K
$4.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.4K- 8.82% |
$75.4K - $89.7K
|
14.5K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.48K- 0.94% |
$79.9K - $94.9K
|
156K
$9.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.49K- 24.72% |
$80.2K - $95.3K
|
4.53K
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.52K- 1.75% |
$81.6K - $97.1K
|
85.2K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 30.04% |
$82.7K - $98.3K
|
3.57K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 9.13% |
$84.5K - $100K
|
15.6K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.58K- 7.61% |
$84.9K - $101K
|
19.1K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.67K- 3.5% |
$89.9K - $107K
|
46K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.76K- 6.34% |
$94.7K - $113K
|
26K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.79K- 4.2% |
$96.3K - $114K
|
40.7K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.86K- 35.81% |
$100K - $119K
|
3.33K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.95K- 5.01% |
$105K - $125K
|
36.9K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2K- 26.03% |
$108K - $128K
|
5.68K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 5.06% |
$112K - $133K
|
38.9K
$2.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.16K- 18.94% |
$116K - $138K
|
9.25K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.36K- 38.14% |
$127K - $151K
|
3.83K
$244K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-2.38K- 2.46% |
$128K - $153K
|
94.5K
$6.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.75K- 29.39% |
$148K - $176K
|
6.62K
$421K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.76K- 9.68% |
$149K - $177K
|
25.7K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.29K- 46.21% |
$178K - $211K
|
3.83K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.52K- 5.42% |
$190K - $225K
|
61.4K
$3.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.53K- 4.68% |
$190K - $226K
|
71.9K
$4.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.19K- 82.51% |
$226K - $269K
|
889
$56.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.53K- 9.54% |
$244K - $290K
|
42.9K
$2.73M
|