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 |
---|---|---|---|---|---|---|---|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-342- 8.46% |
$20.9K - $23.3K
|
3.7K
$267K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.3K- 81.17% |
$938K - $1.05M
|
3.56K
$256K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
556+ 8.89% |
$34K - $37.9K
|
6.81K
$490K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58K+ 2.85% |
$280K - $313K
|
165K
$11.9M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18K- 8.37% |
$1.1M - $1.23M
|
197K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-814- 3.61% |
$49.8K - $55.5K
|
21.8K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.26K- 9.15% |
$76.9K - $85.7K
|
12.5K
$898K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 11.82% |
$115K - $128K
|
17.8K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-950- 13.34% |
$58.1K - $64.8K
|
6.17K
$444K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.55K- 3.78% |
$278K - $310K
|
116K
$8.33M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-466- 2.69% |
$28.5K - $31.8K
|
16.9K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 3.92% |
$107K - $119K
|
42.9K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.76K- 17.58% |
$108K - $120K
|
8.24K
$594K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
17New |
$1.04K - $1.16K
|
17
$1.22K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-797- 1.71% |
$48.8K - $54.4K
|
45.9K
$3.31M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.92K- 42.94% |
$301K - $336K
|
6.53K
$471K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 4.81% |
$148K - $165K
|
52.5K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
127+ 0.85% |
$7.77K - $8.67K
|
15K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-150- 2.65% |
$9.18K - $10.2K
|
5.52K
$397K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-987- 21.37% |
$60.4K - $67.4K
|
3.63K
$262K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-276- 2.15% |
$16.9K - $18.8K
|
12.5K
$903K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 15.21% |
$703K - $783K
|
86.9K
$6.26M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61- 0.21% |
$3.73K - $4.16K
|
28.9K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
699+ 12.07% |
$42.8K - $47.7K
|
6.49K
$467K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.76K+ 7.55% |
$475K - $529K
|
111K
$7.96M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.82K- 7.54% |
$356K - $397K
|
71.3K
$5.14M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
492+ 5.28% |
$30.1K - $33.6K
|
9.82K
$707K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 0.34% |
$918 - $1.02K
|
4.45K
$320K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.3K- 66.14% |
$1.24M - $1.39M
|
10.4K
$749K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 14.29% |
$61.2 - $68.2
|
6
$432
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.57K- 15.82% |
$463K - $516K
|
40.3K
$2.9M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
227+ 2.9% |
$13.9K - $15.5K
|
8.06K
$581K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 6.25% |
$184 - $205
|
51
$3.67K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-71- 2.04% |
$4.35K - $4.85K
|
3.41K
$246K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14K+ 42.24% |
$855K - $953K
|
47K
$3.39M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 1.04% |
$9.18K - $10.2K
|
14.3K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
134+ 5.59% |
$8.2K - $9.14K
|
2.53K
$182K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-286- 5.52% |
$17.5K - $19.5K
|
4.89K
$352K
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.21K+ 25.67% |
$441K - $492K
|
35.3K
$2.54M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.03K- 45.15% |
$63.2K - $70.5K
|
1.26K
$90.4K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.49K+ 21.56% |
$91.1K - $102K
|
8.39K
$605K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 0.04% |
$1.71K - $1.91K
|
67K
$4.82M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 498.08% |
$191K - $212K
|
3.74K
$269K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.68K- 43.23% |
$286K - $319K
|
6.15K
$443K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-856- 1.34% |
$52.4K - $58.4K
|
62.8K
$4.52M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.77KNew |
$170K - $189K
|
2.77K
$200K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 22.25% |
$25.7K - $28.7K
|
2.31K
$166K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-162- 2.61% |
$9.91K - $11.1K
|
6.04K
$435K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 12.78% |
$4.22K - $4.71K
|
609
$43.9K
|