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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-416- 16.65% |
$23.8K - $25.8K
|
2.08K
$133K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-434- 3.86% |
$24.9K - $26.9K
|
10.8K
$689K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-451- 40.59% |
$25.8K - $28K
|
660
$42K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-474- 7.3% |
$27.1K - $29.4K
|
6.02K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-474- 0.68% |
$27.1K - $29.4K
|
69.3K
$4.41M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-486- 5.82% |
$27.8K - $30.2K
|
7.87K
$501K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-493- 0.82% |
$28.2K - $30.6K
|
59.8K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-505- 9.66% |
$28.9K - $31.3K
|
4.72K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-522- 28.38% |
$29.9K - $32.4K
|
1.32K
$83.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-543- 1.12% |
$31.1K - $33.7K
|
47.8K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-566- 9.87% |
$32.4K - $35.1K
|
5.17K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-580- 7.51% |
$33.2K - $36K
|
7.15K
$455K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-591- 2.19% |
$33.8K - $36.7K
|
26.4K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-601- 13.66% |
$34.4K - $37.3K
|
3.8K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-703- 3.52% |
$40.3K - $43.6K
|
19.3K
$1.23M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-742- 4.78% |
$42.5K - $46K
|
14.8K
$941K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-805- 0.87% |
$46.1K - $50K
|
91.8K
$5.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-828- 2.9% |
$47.4K - $51.4K
|
27.7K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-901- 6.39% |
$51.6K - $55.9K
|
13.2K
$840K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.13K- 12.37% |
$64.8K - $70.2K
|
8.02K
$510K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.14K- 1.16% |
$65.1K - $70.6K
|
96.8K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.14K- 18.77% |
$65.3K - $70.7K
|
4.93K
$314K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.16K- 12.01% |
$66.5K - $72K
|
8.51K
$542K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 0.35% |
$69.1K - $74.9K
|
343K
$21.9M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.22K- 24.9% |
$69.6K - $75.5K
|
3.67K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 4.24% |
$69.9K - $75.8K
|
27.6K
$1.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.52K- 4.44% |
$86.9K - $94.2K
|
32.7K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.55K- 10.62% |
$89K - $96.4K
|
13.1K
$833K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.67K- 26.09% |
$95.8K - $104K
|
4.74K
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.71K- 6.42% |
$97.6K - $106K
|
24.9K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.9K- 2.14% |
$109K - $118K
|
86.8K
$5.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.21K- 4.82% |
$126K - $137K
|
43.7K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.06K- 10.02% |
$175K - $190K
|
27.5K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 2.22% |
$176K - $190K
|
135K
$8.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.04K- 8.99% |
$231K - $251K
|
40.9K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.04K- 22.72% |
$232K - $251K
|
13.8K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.31K- 48.34% |
$247K - $268K
|
4.61K
$294K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.83K- 21.94% |
$276K - $300K
|
17.2K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.2K- 23.22% |
$298K - $323K
|
17.2K
$1.09M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.5K- 58.6% |
$315K - $341K
|
3.89K
$248K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.85K- 12.1% |
$335K - $363K
|
42.5K
$2.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.59K- 47.89% |
$377K - $409K
|
7.16K
$456K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.73K- 12.41% |
$385K - $417K
|
47.5K
$3.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6.81K- 24.83% |
$390K - $423K
|
20.6K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-9.23K- 3.69% |
$529K - $573K
|
241K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.2K- 21.55% |
$642K - $695K
|
40.8K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.1K- 16.11% |
$866K - $939K
|
78.8K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 23.7% |
$954K - $1.03M
|
53.6K
$3.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 19.76% |
$960K - $1.04M
|
68.1K
$4.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-19.2K- 63.63% |
$1.1M - $1.19M
|
11K
$698K
|