Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
55.8K+ 6500.23% |
$3.41M - $3.81M
|
56.6K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.6KNew |
$2.06M - $2.29M
|
33.6K
$2.44M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 444.04% |
$966K - $1.08M
|
19.3K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14K+ 42.24% |
$855K - $953K
|
47K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.8KNew |
$786K - $876K
|
12.8K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 15.21% |
$703K - $783K
|
86.9K
$6.32M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10KNew |
$612K - $682K
|
10K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.47KNew |
$580K - $646K
|
9.47K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.76K+ 7.55% |
$475K - $529K
|
111K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.21K+ 25.67% |
$441K - $492K
|
35.3K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.08K+ 2.56% |
$433K - $483K
|
283K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.55K+ 17.17% |
$339K - $379K
|
37.8K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 27.21% |
$319K - $355K
|
24.4K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.1KNew |
$312K - $348K
|
5.1K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 85.75% |
$291K - $324K
|
10.3K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58K+ 2.85% |
$280K - $313K
|
165K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.27K+ 6.54% |
$200K - $223K
|
53.3K
$3.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.24K+ 77.18% |
$198K - $221K
|
7.45K
$541K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.12KNew |
$191K - $213K
|
3.12K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 498.08% |
$191K - $212K
|
3.74K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.97K+ 16.9% |
$182K - $203K
|
20.6K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 10.89% |
$172K - $192K
|
28.7K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.77KNew |
$170K - $189K
|
2.77K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 4.81% |
$148K - $165K
|
52.5K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 11.82% |
$115K - $128K
|
17.8K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.86K+ 3.36% |
$114K - $127K
|
57.1K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.49K+ 21.56% |
$91.1K - $102K
|
8.39K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2K+ 139.37% |
$73.4K - $81.9K
|
2.06K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
755New |
$46.2K - $51.5K
|
755
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
700New |
$42.8K - $47.8K
|
700
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
699+ 12.07% |
$42.8K - $47.7K
|
6.49K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
556+ 8.89% |
$34K - $37.9K
|
6.81K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
492+ 5.28% |
$30.1K - $33.6K
|
9.82K
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
461+ 3.14% |
$28.2K - $31.5K
|
15.1K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
432+ 2.78% |
$26.4K - $29.5K
|
16K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 22.25% |
$25.7K - $28.7K
|
2.31K
$168K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 4.23% |
$24.7K - $27.6K
|
9.95K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
382+ 9.19% |
$23.4K - $26.1K
|
4.54K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
371+ 1.37% |
$22.7K - $25.3K
|
27.4K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
247+ 16.47% |
$15.1K - $16.9K
|
1.75K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
227+ 2.9% |
$13.9K - $15.5K
|
8.06K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
206New |
$12.6K - $14.1K
|
206
$15K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 1.73% |
$12.5K - $13.9K
|
12K
$872K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
151New |
$9.24K - $10.3K
|
151
$11K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
134+ 5.59% |
$8.2K - $9.14K
|
2.53K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
127+ 0.85% |
$7.77K - $8.67K
|
15K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
82+ 0.35% |
$5.02K - $5.6K
|
23.5K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 12.78% |
$4.22K - $4.71K
|
609
$44.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
66+ 1.6% |
$4.04K - $4.5K
|
4.19K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
61New |
$3.73K - $4.16K
|
61
$4.43K
|