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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
23.4KNew |
$1.47M - $1.6M
|
23.4K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.54K+ 10.91% |
$159K - $174K
|
25.8K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.1K+ 36.4% |
$1.26M - $1.38M
|
75.5K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.03K- 1.19% |
$64.8K - $70.7K
|
85.5K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-217- 5.29% |
$13.6K - $14.9K
|
3.89K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-841- 12.21% |
$52.7K - $57.6K
|
6.05K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.71KNew |
$358K - $391K
|
5.71K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.67K+ 7.81% |
$105K - $115K
|
23.1K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.78K+ 10.58% |
$237K - $259K
|
39.5K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
479New |
$30K - $32.8K
|
479
$30K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 9.66% |
$206K - $225K
|
30.7K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.72% |
$62.7 - $68.5
|
59
$3.69K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-170- 1.19% |
$10.7K - $11.6K
|
14.1K
$884K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.21% |
$125 - $137
|
167
$10.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
858New |
$53.8K - $58.7K
|
858
$53.7K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.05K- 44.63% |
$499K - $558K
|
9.98K
$625K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-969- 5.34% |
$60K - $67.2K
|
17.2K
$1.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.57KNew |
$469K - $525K
|
7.57K
$473K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.01K- 35.36% |
$125K - $139K
|
3.67K
$230K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.12K- 63.49% |
$69.4K - $77.7K
|
644
$40.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.15K- 2.01% |
$257K - $288K
|
203K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3KNew |
$186K - $208K
|
3K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-155- 2.38% |
$9.61K - $10.8K
|
6.35K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.7K- 86.52% |
$2.21M - $2.48M
|
5.57K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.54K+ 15.49% |
$343K - $384K
|
41.3K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.07K+ 4.91% |
$190K - $213K
|
65.6K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
680+ 5.33% |
$42.1K - $47.2K
|
13.4K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-192K- 91.2% |
$11.9M - $13.3M
|
18.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 0.97% |
$74.2K - $83.1K
|
125K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.28% |
$806 - $902
|
4.72K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-139- 0.12% |
$8.61K - $9.64K
|
116K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-387- 1.63% |
$24K - $26.8K
|
23.3K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 15.86% |
$1.43K - $1.6K
|
122
$7.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.6K- 13.45% |
$1.96M - $2.19M
|
204K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.67K- 3.61% |
$475K - $532K
|
205K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20K+ 44.4% |
$1.24M - $1.39M
|
65.1K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.94KNew |
$182K - $204K
|
2.94K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 72.32% |
$925K - $1.04M
|
5.72K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-79.4K- 71.78% |
$4.92M - $5.51M
|
31.2K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.1K- 29.5% |
$1.31M - $1.46M
|
50.3K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.72K- 10.14% |
$355K - $397K
|
50.7K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-146K- 82.65% |
$9.05M - $10.1M
|
30.7K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
578New |
$35.8K - $40.1K
|
578
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
129+ 1.88% |
$7.99K - $8.95K
|
6.99K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-46.3K- 25.94% |
$2.87M - $3.21M
|
132K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 19.22% |
$690K - $773K
|
46.8K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.5% |
$1.18K - $1.32K
|
3.8K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.98KNew |
$495K - $554K
|
7.98K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-189- 2.43% |
$11.7K - $13.1K
|
7.58K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
57New |
$3.53K - $3.95K
|
57
$3.57K
|
|