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
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.65K- 2.22% |
$250K - $298K
|
204K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.84K- 7.34% |
$261K - $310K
|
61.1K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.08K- 6.45% |
$274K - $325K
|
73.7K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.45K- 50.37% |
$294K - $349K
|
5.37K
$342K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.24K- 77.88% |
$336K - $400K
|
1.77K
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.29K- 9.08% |
$339K - $403K
|
63K
$4.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-6.74K- 35.02% |
$363K - $432K
|
12.5K
$797K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 66.32% |
$411K - $488K
|
3.87K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.48K- 19.43% |
$457K - $543K
|
35.2K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.64K- 16.11% |
$466K - $553K
|
45K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.02K- 6.66% |
$486K - $578K
|
126K
$8.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.84K- 5.04% |
$530K - $630K
|
185K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12.3K- 30.56% |
$662K - $787K
|
27.9K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-14K- 36.51% |
$753K - $895K
|
24.3K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-23.9K- 42.0% |
$1.29M - $1.53M
|
33K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-27.2K- 2.92% |
$1.46M - $1.74M
|
902K
$57.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-38.7K- 18.61% |
$2.09M - $2.48M
|
169K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.4K- 14.63% |
$2.18M - $2.59M
|
236K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.5K- 14.31% |
$2.29M - $2.72M
|
255K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70.5K- 46.77% |
$3.8M - $4.51M
|
80.2K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82.7K- 44.56% |
$4.46M - $5.3M
|
103K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-119K- 62.11% |
$6.39M - $7.6M
|
72.3K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-146K- 76.47% |
$7.85M - $9.33M
|
44.8K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-155K- 45.08% |
$8.34M - $9.91M
|
189K
$12M
|