Latest Institutional Transactions on Wisdomtree Tr Europe Smallcap (DFE)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Europe Smallcap (DFE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 9.09% |
$56.3K - $59.8K
|
10K
$577K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
47New |
$2.64K - $2.81K
|
47
$2.71K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$6.32K - $7.83K
|
130
$7.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71New |
$3.45K - $4.28K
|
71
$4.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.81KNew |
$186K - $230K
|
3.81K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7New |
$340 - $422
|
7
$404
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.4K- 99.22% |
$2.45M - $3.04M
|
395
$22.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-193- 67.01% |
$9.39K - $11.6K
|
95
$5.48K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700- 14.14% |
$36.1K - $41.1K
|
4.25K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.82K- 18.13% |
$249K - $283K
|
21.8K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 4.72% |
$568 - $647
|
244
$14.1K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.33KNew |
$183K - $202K
|
3.33K
$192K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
100+ 2.78% |
$5.49K - $6.05K
|
3.7K
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.87KNew |
$213K - $234K
|
3.87K
$223K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
360New |
$19.9K - $22K
|
360
$20.8K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 13.99% |
$27.6K - $30.6K
|
4.07K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$672K - $743K
|
12.2K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
95.6KNew |
$5.29M - $5.84M
|
95.6K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.8KNew |
$982K - $1.09M
|
17.8K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
658KNew |
$36.4M - $40.2M
|
658K
$38M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
151New |
$8.35K - $9.23K
|
151
$8.71K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13.2KNew |
$732K - $810K
|
13.2K
$764K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
141New |
$7.8K - $8.62K
|
141
$8.13K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$678K - $749K
|
12.3K
$707K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
666New |
$36.8K - $40.7K
|
666
$38.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
17.6KNew |
$971K - $1.07M
|
17.6K
$1.01M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.7KNew |
$1.11M - $1.4M
|
24.7K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$4.48K - $5.65K
|
100
$5.77K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 41.29% |
$14.3K - $18.1K
|
455
$26.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
900New |
$40.3K - $50.8K
|
900
$51.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700New |
$31.4K - $39.5K
|
700
$40.4K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
3.97KNew |
$178K - $224K
|
3.97K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
829New |
$37.1K - $46.8K
|
829
$47.8K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-68- 62.96% |
$3.05K - $3.84K
|
40
$2.31K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.09% |
$133 - $175
|
279
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.51K- 1.69% |
$156K - $205K
|
205K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.7KNew |
$209K - $275K
|
4.7K
$271K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.6K- 42.06% |
$1.27M - $1.67M
|
39.4K
$2.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
54New |
$2.4K - $3.16K
|
54
$3.11K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-101- 2.12% |
$4.49K - $5.91K
|
4.67K
$269K
|
|
| Q2 2022 | |||||||
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
33New |
$1.82K - $2.24K
|
33
$1.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$1.66K - $2.03K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.02KClosed |
$167K - $205K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-81Closed |
$4.47K - $5.49K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-194Closed |
$10.7K - $13.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.42KClosed |
$189K - $232K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-3Closed |
$166 - $203
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-305Closed |
$16.8K - $20.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49- 39.2% |
$2.7K - $3.32K
|
76
$4.38K
|
|