Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Europe Smallcap (DFE)
This table provides information about the institutional ownership of Wisdomtree Tr Europe Smallcap (DFE) during Q4 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR EUROPE SMALLCAP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 21.32% |
$1.58M - $1.95M
|
184K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.1K+ 1215.99% |
$929K - $1.15M
|
20.7K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.81KNew |
$186K - $230K
|
3.81K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
2.96K+ 35.62% |
$144K - $178K
|
11.3K
$656K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.74K+ 22.93% |
$84.7K - $105K
|
9.33K
$543K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.34K+ 0.51% |
$65.2K - $80.7K
|
264K
$15.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.27KNew |
$61.8K - $76.5K
|
1.27K
$73.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
975+ 11.27% |
$47.4K - $58.7K
|
9.63K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
813+ 6.69% |
$39.5K - $49K
|
13K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
500+ 4.76% |
$24.3K - $30.1K
|
11K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$6.32K - $7.83K
|
130
$7.56K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71New |
$3.45K - $4.28K
|
71
$4.13K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
20+ 0.06% |
$973 - $1.21K
|
35.3K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
20+ 0.06% |
$973 - $1.21K
|
35.3K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.34% |
$924 - $1.14K
|
5.64K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7New |
$340 - $422
|
7
$407
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.52% |
$48.6 - $60.3
|
193
$11.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 1.98% |
$1.7K - $2.11K
|
1.73K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-51- 2.95% |
$2.48K - $3.07K
|
1.68K
$97.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55- 93.22% |
$2.68K - $3.31K
|
4
$233
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-70- 1.01% |
$3.4K - $4.22K
|
6.89K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-86- 6.45% |
$4.18K - $5.18K
|
1.25K
$72.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 3.02% |
$6.32K - $7.83K
|
4.18K
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-193- 67.01% |
$9.39K - $11.6K
|
95
$5.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-248- 6.19% |
$12.1K - $14.9K
|
3.76K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-364- 7.19% |
$17.7K - $21.9K
|
4.7K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-378- 4.48% |
$18.4K - $22.8K
|
8.07K
$469K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-514- 2.03% |
$25K - $31K
|
24.8K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.1K- 6.84% |
$53.3K - $66K
|
14.9K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 2.93% |
$55K - $68.1K
|
37.4K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 6.05% |
$59.9K - $74.2K
|
19.1K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.9K- 12.42% |
$92.6K - $115K
|
13.4K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.61K- 8.38% |
$176K - $217K
|
39.5K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.73K- 4.13% |
$230K - $285K
|
110K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10K- 49.21% |
$487K - $603K
|
10.3K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8K- 80.0% |
$669K - $829K
|
3.44K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.5K- 7.29% |
$706K - $874K
|
184K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.4K- 99.22% |
$2.45M - $3.04M
|
395
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-147K- 66.22% |
$7.16M - $8.87M
|
75.1K
$4.37M
|