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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
835+ 3.1% |
$45K - $53.5K
|
27.8K
$1.77M
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
767+ 2.0% |
$41.3K - $49.1K
|
39.2K
$2.5M
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
741+ 2.09% |
$39.9K - $47.5K
|
36.2K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
738+ 1.54% |
$39.8K - $47.3K
|
48.5K
$3.1M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
677New |
$36.5K - $43.4K
|
677
$43.2K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
636+ 2.24% |
$34.3K - $40.7K
|
29K
$1.85M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
531+ 5.76% |
$28.6K - $34K
|
9.74K
$622K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
492New |
$26.5K - $31.5K
|
492
$31.4K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
431+ 5.86% |
$23.2K - $27.6K
|
7.78K
$497K
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
371+ 0.45% |
$20K - $23.8K
|
81.9K
$5.23M
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
326+ 5.86% |
$17.6K - $20.9K
|
5.89K
$376K
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
290+ 0.5% |
$15.6K - $18.6K
|
58.8K
$3.75M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
269New |
$14.5K - $17.2K
|
269
$17.2K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
257+ 0.47% |
$13.8K - $16.5K
|
54.7K
$3.49M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
94New |
$5.07K - $6.02K
|
94
$6K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
69+ 5.24% |
$3.72K - $4.42K
|
1.39K
$88.4K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$3.66K - $4.36K
|
68
$4.34K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
30New |
$1.62K - $1.92K
|
30
$1.91K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30+ 111.11% |
$1.62K - $1.92K
|
57
$3.64K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22+ 0.31% |
$1.19K - $1.41K
|
7.17K
$457K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.08K - $1.28K
|
20
$1.28K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$754 - $897
|
14
$893
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.41% |
$431 - $512
|
1.97K
$126K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$269 - $320
|
5
$319
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.69% |
$216 - $256
|
580
$37K
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.06% |
$216 - $256
|
7.03K
$449K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4New |
$216 - $256
|
4
$255
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.68% |
$162 - $192
|
444
$28.3K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$162 - $192
|
3
$191
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.72% |
$53.9 - $64.1
|
140
$8.93K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.01% |
$53.9 - $64.1
|
10.9K
$697K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.28% |
$53.9 - $64.1
|
79
$5.04K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.72% |
$53.9 - $64.1
|
140
$8.93K
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$53.9 - $64.1
|
3.52K
$225K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$53.9 - $64.1
|
2.08K
$133K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 3.03% |
$269 - $320
|
160
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 26.21% |
$1.46K - $1.73K
|
76
$4.85K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.39% |
$1.51K - $1.79K
|
7.14K
$455K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 34.83% |
$1.67K - $1.99K
|
58
$3.7K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35- 0.92% |
$1.89K - $2.24K
|
3.76K
$240K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-45- 25.71% |
$2.43K - $2.88K
|
130
$8.29K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-46- 4.17% |
$2.48K - $2.95K
|
1.06K
$67.4K
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-92- 1.78% |
$4.96K - $5.89K
|
5.08K
$324K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 2.16% |
$5.71K - $6.79K
|
4.8K
$306K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-167- 0.51% |
$9K - $10.7K
|
32.5K
$2.08M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-184- 1.25% |
$9.92K - $11.8K
|
14.6K
$931K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 40.65% |
$10.8K - $12.8K
|
292
$18.6K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-202- 18.58% |
$10.9K - $12.9K
|
885
$56.5K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-253- 6.52% |
$13.6K - $16.2K
|
3.63K
$232K
|