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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
55+ 0.2% |
$3.37K - $3.75K
|
27.6K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 0.31% |
$2.69K - $3K
|
14.2K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42+ 35.0% |
$2.57K - $2.87K
|
162
$11.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
42New |
$2.57K - $2.87K
|
42
$3.05K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
36+ 0.46% |
$2.2K - $2.46K
|
7.9K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 67.5% |
$1.65K - $1.84K
|
67
$4.87K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$1.04K - $1.16K
|
17
$1.24K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$857 - $955
|
14
$1.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10+ 0.31% |
$612 - $682
|
3.28K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7+ 0.4% |
$428 - $478
|
1.75K
$127K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.07% |
$184 - $205
|
4K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 6.25% |
$184 - $205
|
51
$3.71K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.08% |
$122 - $136
|
2.5K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.6% |
$61.2 - $68.2
|
168
$12.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 14.29% |
$61.2 - $68.2
|
6
$436
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11- 19.3% |
$673 - $751
|
46
$3.34K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 0.34% |
$918 - $1.02K
|
4.45K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 0.04% |
$1.71K - $1.91K
|
67K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-31- 0.02% |
$1.9K - $2.12K
|
126K
$9.16M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42- 1.15% |
$2.57K - $2.87K
|
3.61K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61- 0.21% |
$3.73K - $4.16K
|
28.9K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-61- 1.09% |
$3.73K - $4.16K
|
5.52K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-62- 0.23% |
$3.79K - $4.23K
|
26.6K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 18.93% |
$3.92K - $4.37K
|
274
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-71- 2.04% |
$4.35K - $4.85K
|
3.41K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-109- 2.43% |
$6.67K - $7.44K
|
4.37K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-129- 0.57% |
$7.89K - $8.8K
|
22.5K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-139- 3.44% |
$8.51K - $9.49K
|
3.9K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 1.04% |
$9.18K - $10.2K
|
14.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-150- 2.65% |
$9.18K - $10.2K
|
5.52K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-155- 8.88% |
$9.49K - $10.6K
|
1.59K
$116K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-161- 19.42% |
$9.85K - $11K
|
668
$48.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-162- 2.61% |
$9.91K - $11.1K
|
6.04K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-166- 5.26% |
$10.2K - $11.3K
|
2.99K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-169- 0.87% |
$10.3K - $11.5K
|
19.3K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 15.12% |
$12.2K - $13.6K
|
1.12K
$81.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-200- 2.26% |
$12.2K - $13.6K
|
8.65K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-203- 3.03% |
$12.4K - $13.9K
|
6.49K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-217- 5.58% |
$13.3K - $14.8K
|
3.67K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 4.52% |
$15.3K - $17.1K
|
5.29K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-276- 2.15% |
$16.9K - $18.8K
|
12.5K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-286- 5.52% |
$17.5K - $19.5K
|
4.89K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-291- 2.08% |
$17.8K - $19.9K
|
13.7K
$996K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 3.96% |
$18.4K - $20.5K
|
7.28K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-303- 4.97% |
$18.5K - $20.7K
|
5.79K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-305- 0.43% |
$18.7K - $20.8K
|
70.5K
$5.12M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-342- 8.46% |
$20.9K - $23.3K
|
3.7K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-385- 66.61% |
$23.6K - $26.3K
|
193
$14K
|