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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-496Closed |
$30.4K - $32.4K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.74% |
$307 - $327
|
682
$43.4K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 30.03% |
$1.2M - $1.28M
|
84.5K
$5.37M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
249+ 1.71% |
$15.3K - $16.3K
|
14.8K
$943K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
376+ 3.86% |
$23.1K - $24.6K
|
10.1K
$643K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
952New |
$58.4K - $62.3K
|
952
$60.5K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 31.51% |
$5.64K - $6.02K
|
200
$12.7K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.66K+ 55.91% |
$593K - $632K
|
26.9K
$1.71M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 5.26% |
$245 - $262
|
80
$5.09K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.7K- 39.38% |
$1.09M - $1.16M
|
27.3K
$1.73M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.45K- 13.47% |
$273K - $291K
|
28.6K
$1.82M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.82K- 5.81% |
$173K - $184K
|
45.7K
$2.91M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-624- 3.85% |
$38.3K - $40.8K
|
15.6K
$990K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
465+ 4.0% |
$28.5K - $30.4K
|
12.1K
$769K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23.4K+ 113.03% |
$1.44M - $1.53M
|
44.1K
$2.8M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-106- 0.37% |
$6.5K - $6.93K
|
28.9K
$1.84M
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.82K- 3.3% |
$173K - $184K
|
82.4K
$5.24M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.4K- 8.82% |
$85.9K - $91.6K
|
14.5K
$920K
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
9.01K+ 14.68% |
$553K - $589K
|
70.4K
$4.47M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 21.59% |
$69.8K - $74.4K
|
6.41K
$407K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 16.22% |
$1.6M - $1.71M
|
187K
$11.9M
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-208- 2.25% |
$12.8K - $13.6K
|
9.04K
$575K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.09% |
$307 - $327
|
5.64K
$358K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.33K+ 2377.86% |
$204K - $218K
|
3.47K
$221K
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.19K- 22.23% |
$135K - $143K
|
7.67K
$488K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-15.6K- 9.19% |
$955K - $1.02M
|
154K
$9.78M
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
49+ 0.7% |
$3.01K - $3.21K
|
7.08K
$450K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70New |
$4.29K - $4.58K
|
70
$4.45K
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-524- 4.78% |
$32.1K - $34.3K
|
10.4K
$663K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-143- 4.29% |
$8.77K - $9.35K
|
3.19K
$203K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.24KClosed |
$199K - $212K
|
0
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 7.48% |
$584K - $623K
|
137K
$8.7M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.68% |
$184 - $196
|
447
$28.4K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.3K+ 345.51% |
$3.02M - $3.22M
|
63.5K
$4.04M
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
262+ 0.6% |
$16.1K - $17.1K
|
44K
$2.8M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-28- 0.83% |
$1.72K - $1.83K
|
3.34K
$212K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.91K+ 10.43% |
$179K - $190K
|
30.8K
$1.96M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 16.24% |
$73.1K - $78K
|
6.15K
$391K
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-89- 0.71% |
$5.46K - $5.82K
|
12.4K
$790K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
912+ 1.54% |
$56K - $59.7K
|
60.3K
$3.83M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-70- 0.36% |
$4.29K - $4.58K
|
19.5K
$1.24M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-740- 0.59% |
$45.4K - $48.4K
|
126K
$7.98M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.89K- 7.13% |
$116K - $124K
|
24.6K
$1.56M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$30.7K - $32.7K
|
500
$31.8K
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
182+ 0.57% |
$11.2K - $11.9K
|
32.1K
$2.04M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.82K- 1.38% |
$173K - $184K
|
201K
$12.8M
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-956- 1.64% |
$58.7K - $62.5K
|
57.2K
$3.63M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-753- 2.47% |
$46.2K - $49.3K
|
29.7K
$1.89M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-21.2K- 2.35% |
$1.3M - $1.39M
|
881K
$56M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.5K- 11.0% |
$153K - $163K
|
20.2K
$1.28M
|