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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
799+ 90.28% |
$49K - $52.3K
|
1.68K
$107K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-340- 19.01% |
$20.9K - $22.2K
|
1.45K
$92.1K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.91K- 90.66% |
$546K - $583K
|
918
$58.4K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 14.63% |
$157K - $168K
|
14.9K
$950K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-227- 4.47% |
$13.9K - $14.8K
|
4.85K
$308K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$196K - $209K
|
3.2K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.2K- 31.73% |
$1.3M - $1.39M
|
45.7K
$2.9M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.67% |
$368 - $392
|
895
$56.9K
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 2.02% |
$24.2K - $25.8K
|
19.9K
$1.26M
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-281- 13.7% |
$17.2K - $18.4K
|
1.77K
$113K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 8.49% |
$212K - $226K
|
37.3K
$2.37M
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
502+ 2.07% |
$30.8K - $32.8K
|
24.8K
$1.58M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-193- 5.11% |
$11.8K - $12.6K
|
3.59K
$228K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-540- 25.91% |
$33.1K - $35.3K
|
1.54K
$98.2K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-27- 1.52% |
$1.66K - $1.77K
|
1.75K
$111K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.68K- 3.92% |
$103K - $110K
|
41.2K
$2.62M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.13% |
$368 - $392
|
4.51K
$287K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18.5K- 13.37% |
$1.14M - $1.21M
|
120K
$7.62M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.44K- 3.69% |
$88K - $93.9K
|
37.4K
$2.38M
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.42K- 1.74% |
$87.3K - $93.1K
|
80.5K
$5.12M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.41KNew |
$393K - $419K
|
6.41K
$407K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-180- 3.35% |
$11K - $11.8K
|
5.19K
$330K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.69% |
$245 - $262
|
584
$37.1K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
838+ 7.82% |
$51.4K - $54.8K
|
11.6K
$734K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.47K- 18.84% |
$335K - $358K
|
23.5K
$1.5M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-47- 2.35% |
$2.88K - $3.07K
|
1.95K
$124K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.63K+ 6.29% |
$100K - $107K
|
27.6K
$1.75M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$61.4 - $65.4
|
570
$36.2K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.1KNew |
$190K - $202K
|
3.1K
$197K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-59- 0.23% |
$3.62K - $3.86K
|
25.7K
$1.63M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.73K- 0.93% |
$106K - $113K
|
184K
$11.7M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-669- 1.14% |
$41K - $43.8K
|
58.2K
$3.7M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-142- 3.77% |
$8.71K - $9.29K
|
3.62K
$230K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
650+ 18.45% |
$39.9K - $42.5K
|
4.17K
$265K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13+ 0.34% |
$798 - $850
|
3.84K
$244K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 2.8% |
$123K - $131K
|
73.9K
$4.7M
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.5K- 3.26% |
$92.1K - $98.2K
|
44.5K
$2.83M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.04K- 17.18% |
$371K - $395K
|
29.1K
$1.85M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-114- 2.79% |
$6.99K - $7.46K
|
3.97K
$252K
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.21K- 11.41% |
$258K - $275K
|
32.7K
$2.08M
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-909- 2.44% |
$55.8K - $59.5K
|
36.3K
$2.31M
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-530- 12.19% |
$32.5K - $34.7K
|
3.82K
$243K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-97- 2.94% |
$5.95K - $6.34K
|
3.21K
$204K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28- 0.56% |
$1.72K - $1.83K
|
4.95K
$315K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-198- 0.22% |
$12.1K - $13K
|
91.1K
$5.79M
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-82.1K- 86.91% |
$5.04M - $5.37M
|
12.4K
$786K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15- 0.18% |
$920 - $981
|
8.53K
$542K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
496+ 7.5% |
$30.4K - $32.4K
|
7.11K
$452K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
42New |
$2.58K - $2.75K
|
42
$2.67K
|