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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.57K- 16.24% |
$211K - $229K
|
18.4K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-200- 75.47% |
$11.8K - $12.8K
|
65
$4.53K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-200- 2.08% |
$11.5K - $12.8K
|
9.43K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.5KNew |
$2.72M - $3.05M
|
47.5K
$3.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$103K - $116K
|
1.8K
$125K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$2.87K - $3.21K
|
50
$3.49K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
270New |
$15.5K - $17.3K
|
270
$18.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.71KNew |
$97.9K - $110K
|
1.71K
$119K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$115 - $128
|
5
$349
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 75.0% |
$860 - $963
|
5
$349
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
44New |
$2.48K - $2.63K
|
44
$3.07K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
99New |
$5.57K - $5.92K
|
99
$6.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-139- 97.2% |
$7.82K - $8.31K
|
4
$279
|
|
|
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
$3.28K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$6.32K - $7.83K
|
130
$9.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71New |
$3.45K - $4.28K
|
71
$4.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7New |
$340 - $422
|
7
$488
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.4K- 99.22% |
$2.45M - $3.04M
|
395
$27.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-193- 67.01% |
$9.39K - $11.6K
|
95
$6.62K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700- 14.14% |
$36.1K - $41.1K
|
4.25K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.82K- 18.13% |
$249K - $283K
|
21.8K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 4.72% |
$568 - $647
|
244
$17K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.33KNew |
$183K - $202K
|
3.33K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
100+ 2.78% |
$5.49K - $6.05K
|
3.7K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.87KNew |
$213K - $234K
|
3.87K
$270K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
360New |
$19.9K - $22K
|
360
$25.1K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 13.99% |
$27.6K - $30.6K
|
4.07K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$672K - $743K
|
12.2K
$847K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
95.6KNew |
$5.29M - $5.84M
|
95.6K
$6.67M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
658KNew |
$36.4M - $40.2M
|
658K
$45.9M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
151New |
$8.35K - $9.23K
|
151
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.8KNew |
$982K - $1.09M
|
17.8K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13.2KNew |
$732K - $810K
|
13.2K
$923K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
141New |
$7.8K - $8.62K
|
141
$9.83K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$678K - $749K
|
12.3K
$855K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
666New |
$36.8K - $40.7K
|
666
$46.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
17.6KNew |
$971K - $1.07M
|
17.6K
$1.22M
|
|
| 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
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$4.48K - $5.65K
|
100
$6.97K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 41.29% |
$14.3K - $18.1K
|
455
$31.7K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
3.97KNew |
$178K - $224K
|
3.97K
$277K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
900New |
$40.3K - $50.8K
|
900
$62.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700New |
$31.4K - $39.5K
|
700
$48.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
829New |
$37.1K - $46.8K
|
829
$57.8K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-68- 62.96% |
$3.05K - $3.84K
|
40
$2.79K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.7KNew |
$209K - $275K
|
4.7K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.09% |
$133 - $175
|
279
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.51K- 1.69% |
$156K - $205K
|
205K
$14.3M
|
|