Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
8.33K+ 83.25% |
$496K - $625K
|
18.3K
$1.43M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
6.96K+ 13.25% |
$415K - $523K
|
59.5K
$4.64M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.86K+ 102.07% |
$349K - $440K
|
11.6K
$903K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.72KNew |
$281K - $355K
|
4.72K
$368K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
2.93KNew |
$174K - $220K
|
2.93K
$228K
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.77KNew |
$165K - $208K
|
2.77K
$216K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.21K+ 31.13% |
$72.3K - $91.2K
|
5.11K
$398K
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
880+ 1.65% |
$52.4K - $66.1K
|
54.2K
$4.22M
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
759+ 1.43% |
$45.2K - $57K
|
53.8K
$4.19M
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
706+ 3.33% |
$42.1K - $53K
|
21.9K
$1.7M
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
705+ 2.56% |
$42K - $53K
|
28.3K
$2.2M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
617New |
$36.8K - $46.3K
|
617
$48K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
609New |
$36.3K - $45.7K
|
609
$47.4K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
499+ 0.87% |
$29.7K - $37.5K
|
57.6K
$4.48M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 1.77% |
$29K - $36.5K
|
27.9K
$2.17M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
481+ 1.98% |
$28.7K - $36.1K
|
24.8K
$1.93M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
476+ 0.58% |
$28.4K - $35.8K
|
82.6K
$6.43M
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
470New |
$28K - $35.3K
|
470
$36.6K
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
454+ 1.93% |
$27K - $34.1K
|
24K
$1.87M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 0.33% |
$16.7K - $21K
|
84.9K
$6.61M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
234+ 1.31% |
$13.9K - $17.6K
|
18K
$1.4M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
207New |
$12.3K - $15.5K
|
207
$16.1K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
173+ 0.84% |
$10.3K - $13K
|
20.7K
$1.61M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
117+ 1.42% |
$6.97K - $8.79K
|
8.36K
$651K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
111+ 0.92% |
$6.61K - $8.34K
|
12.1K
$945K
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
106+ 1.18% |
$6.31K - $7.96K
|
9.13K
$711K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
106New |
$6.31K - $7.96K
|
106
$8.25K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 2.41% |
$5.36K - $6.76K
|
3.83K
$298K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
68+ 0.84% |
$4.05K - $5.11K
|
8.13K
$633K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$3.51K - $4.43K
|
59
$4.59K
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 1.31% |
$2.56K - $3.23K
|
3.32K
$259K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
43+ 0.3% |
$2.56K - $3.23K
|
14.2K
$1.11M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
39New |
$2.32K - $2.93K
|
39
$3.04K
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33+ 1.88% |
$1.97K - $2.48K
|
1.78K
$139K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.53% |
$1.37K - $1.73K
|
4.38K
$341K
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13+ 0.25% |
$774 - $976
|
5.17K
$402K
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.4% |
$596 - $751
|
2.51K
$195K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.09% |
$179 - $225
|
3.25K
$253K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 1.79% |
$179 - $225
|
171
$13.3K
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2+ 0.03% |
$119 - $150
|
6.49K
$506K
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-18- 0.06% |
$1.07K - $1.35K
|
29.2K
$2.27M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-23- 0.72% |
$1.37K - $1.73K
|
3.19K
$248K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-28- 2.51% |
$1.67K - $2.1K
|
1.09K
$84.8K
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-30- 0.46% |
$1.79K - $2.25K
|
6.44K
$502K
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-35- 0.63% |
$2.08K - $2.63K
|
5.48K
$427K
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-37- 0.37% |
$2.2K - $2.78K
|
9.99K
$778K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-40- 5.77% |
$2.38K - $3K
|
653
$50.8K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 19.34% |
$3.16K - $3.98K
|
221
$17.2K
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-53- 1.7% |
$3.16K - $3.98K
|
3.06K
$238K
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-74- 2.05% |
$4.41K - $5.56K
|
3.53K
$275K
|