Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
91.2K+ 91.49% |
$5.22M - $5.66M
|
191K
$12.2M
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
61.1K+ 41.25% |
$3.5M - $3.79M
|
209K
$13.3M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.6K+ 53.57% |
$3.01M - $3.26M
|
151K
$9.59M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.95M - $2.11M
|
34K
$2.17M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.6KNew |
$1.47M - $1.59M
|
25.6K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.2K+ 15.63% |
$1.22M - $1.32M
|
157K
$10M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 12.13% |
$1.15M - $1.25M
|
186K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 161.62% |
$863K - $935K
|
24.4K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.6KNew |
$781K - $846K
|
13.6K
$868K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.52K+ 5.13% |
$545K - $591K
|
195K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.03K+ 4.98% |
$517K - $561K
|
190K
$12.1M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9K+ 4.52% |
$515K - $558K
|
208K
$13.3M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.6K+ 32.04% |
$492K - $534K
|
35.4K
$2.26M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.28KNew |
$474K - $514K
|
8.28K
$527K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.93KNew |
$454K - $492K
|
7.93K
$505K
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.71K+ 3.51% |
$441K - $478K
|
227K
$14.5M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.69KNew |
$440K - $477K
|
7.69K
$490K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.62KNew |
$436K - $473K
|
7.62K
$485K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.35K+ 10.8% |
$421K - $456K
|
75.4K
$4.8M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.14K+ 28.43% |
$409K - $443K
|
32.3K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.74KNew |
$329K - $356K
|
5.74K
$366K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.57KNew |
$319K - $346K
|
5.57K
$355K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.32K+ 130.54% |
$304K - $330K
|
9.39K
$598K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.31K+ 3.6% |
$304K - $329K
|
153K
$9.73M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$281K - $305K
|
4.91K
$313K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.13K+ 8.21% |
$236K - $256K
|
54.4K
$3.47M
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.1KNew |
$235K - $255K
|
4.1K
$261K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.74K+ 17.21% |
$214K - $232K
|
25.5K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7KNew |
$212K - $230K
|
3.7K
$236K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$202K - $219K
|
3.52K
$224K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.27KNew |
$187K - $203K
|
3.27K
$208K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.2K+ 12.72% |
$183K - $199K
|
28.4K
$1.81M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 3.75% |
$177K - $191K
|
85.4K
$5.44M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.05K+ 5.05% |
$175K - $189K
|
63.5K
$4.04M
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.83K+ 7.94% |
$162K - $175K
|
38.4K
$2.45M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.85K+ 6.96% |
$106K - $115K
|
28.5K
$1.81M
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.83K+ 2.9% |
$105K - $114K
|
64.9K
$4.13M
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.65K+ 2.9% |
$94.4K - $102K
|
58.5K
$3.73M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 21.26% |
$74.6K - $80.8K
|
7.43K
$473K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
1.28K+ 4.99% |
$73.5K - $79.6K
|
27K
$1.72M
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.17K+ 1.8% |
$66.8K - $72.4K
|
66K
$4.2M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 3.96% |
$58.8K - $63.7K
|
27K
$1.72M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.01K+ 0.51% |
$57.9K - $62.7K
|
201K
$12.8M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
905+ 1.12% |
$51.8K - $56.2K
|
81.6K
$5.19M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
886+ 2.25% |
$50.7K - $55K
|
40.2K
$2.56M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
765+ 12.02% |
$43.8K - $47.5K
|
7.13K
$454K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
610+ 5.27% |
$34.9K - $37.9K
|
12.2K
$775K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
514+ 14.11% |
$29.4K - $31.9K
|
4.16K
$265K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
448+ 68.5% |
$25.7K - $27.8K
|
1.1K
$70.2K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
390+ 0.82% |
$22.3K - $24.2K
|
47.7K
$3.04M
|