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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$42.1K - $71.7K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-189Closed |
$7.96K - $13.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.84KClosed |
$162K - $275K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Financial Counselors Inc
|
SELL
|
- |
-3.01KClosed |
$127K - $216K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-14.6KClosed |
$613K - $1.04M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.9KClosed |
$122K - $208K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
100New |
$4.21K - $7.17K
|
100
$8.02K
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-63.5KClosed |
$2.67M - $4.55M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.83KClosed |
$119K - $203K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Bcs Wealth Management
|
SELL
|
- |
-3.98KClosed |
$167K - $285K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.74KClosed |
$199K - $340K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-21.7KClosed |
$914K - $1.56M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.02KClosed |
$63.2K - $73K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.75KClosed |
$419K - $484K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.15KClosed |
$258K - $297K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Capital Advantage, Inc.
|
SELL
|
- |
-113KClosed |
$7.13M - $7.33M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-816Closed |
$51.5K - $53K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5Closed |
$316 - $325
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-616Closed |
$38.9K - $40K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.6KClosed |
$290K - $299K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-450Closed |
$28.4K - $29.2K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Bray Capital Advisors
|
SELL
|
- |
-1.12KClosed |
$70.6K - $72.7K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-175Closed |
$11K - $11.4K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Lantz Financial LLC
|
SELL
|
- |
-4.46KClosed |
$281K - $289K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200Closed |
$12.6K - $13K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-615Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6.72KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.58KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-922Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Sandy Spring Bank
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-438Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-208Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-285Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-215Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.43KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-82.8KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-215Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.47KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.21KNew |
N/A
|
4.21K
$338K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-2.34KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
PUT |
-1.58KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.7KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-68.8KClosed |
N/A
|
0
$0
|
|