Latest Institutional Transactions on Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Small Cap D (DLS) 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
173+ 0.84% |
$10.3K - $13K
|
20.7K
$1.55M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
499+ 0.87% |
$29.7K - $37.5K
|
57.6K
$4.31M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 3.66% |
$62.4K - $78.7K
|
27.6K
$2.07M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-53- 1.7% |
$3.16K - $3.98K
|
3.06K
$229K
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
207New |
$12.3K - $15.5K
|
207
$15.5K
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-733- 8.73% |
$43.7K - $55.1K
|
7.66K
$574K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 1.79% |
$179 - $225
|
171
$12.8K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-373- 8.5% |
$22.2K - $28K
|
4.01K
$301K
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
8.33K+ 83.25% |
$496K - $625K
|
18.3K
$1.37M
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 1.31% |
$2.56K - $3.23K
|
3.32K
$249K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.24K- 1.76% |
$73.7K - $92.9K
|
69.2K
$5.18M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
39New |
$2.32K - $2.93K
|
39
$2.92K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-243- 6.56% |
$14.5K - $18.3K
|
3.46K
$259K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 0.33% |
$16.7K - $21K
|
84.9K
$6.36M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-393- 10.71% |
$23.4K - $29.5K
|
3.28K
$245K
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-197- 4.7% |
$11.7K - $14.8K
|
3.99K
$299K
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.77KNew |
$165K - $208K
|
2.77K
$207K
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-82- 0.21% |
$4.88K - $6.16K
|
38.7K
$2.9M
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
759+ 1.43% |
$45.2K - $57K
|
53.8K
$4.03M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-398- 46.39% |
$23.7K - $29.9K
|
460
$34.4K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-655- 5.1% |
$39K - $49.2K
|
12.2K
$912K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 2.91% |
$17.8K - $22.5K
|
9.98K
$748K
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
106+ 1.18% |
$6.31K - $7.96K
|
9.13K
$683K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.86K+ 102.07% |
$349K - $440K
|
11.6K
$868K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
43+ 0.3% |
$2.56K - $3.23K
|
14.2K
$1.06M
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.21K+ 31.13% |
$72.3K - $91.2K
|
5.11K
$383K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
2.93KNew |
$174K - $220K
|
2.93K
$219K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-17.6K- 78.71% |
$1.05M - $1.32M
|
4.76K
$356K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.72KNew |
$281K - $355K
|
4.72K
$354K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-706- 3.14% |
$42.1K - $53K
|
21.7K
$1.63M
|
|
Q1 2025 | |||||||
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$857 - $955
|
14
$1.05K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 444.04% |
$966K - $1.08M
|
19.3K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.55K- 3.78% |
$278K - $310K
|
116K
$8.66M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-466- 2.69% |
$28.5K - $31.8K
|
16.9K
$1.26M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$1.04K - $1.16K
|
17
$1.27K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18K- 8.37% |
$1.1M - $1.23M
|
197K
$14.7M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-814- 3.61% |
$49.8K - $55.5K
|
21.8K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.26K- 9.15% |
$76.9K - $85.7K
|
12.5K
$934K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 11.82% |
$115K - $128K
|
17.8K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-950- 13.34% |
$58.1K - $64.8K
|
6.17K
$462K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
556+ 8.89% |
$34K - $37.9K
|
6.81K
$510K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58K+ 2.85% |
$280K - $313K
|
165K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 3.92% |
$107K - $119K
|
42.9K
$3.22M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-987- 21.37% |
$60.4K - $67.4K
|
3.63K
$272K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.76K- 17.58% |
$108K - $120K
|
8.24K
$617K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-797- 1.71% |
$48.8K - $54.4K
|
45.9K
$3.44M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.92K- 42.94% |
$301K - $336K
|
6.53K
$489K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 4.81% |
$148K - $165K
|
52.5K
$3.93M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
127+ 0.85% |
$7.77K - $8.67K
|
15K
$1.13M
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-150- 2.65% |
$9.18K - $10.2K
|
5.52K
$413K
|