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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.07% |
$184 - $205
|
4K
$300K
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
36+ 0.46% |
$2.2K - $2.46K
|
7.9K
$591K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.1K- 10.4% |
$373K - $416K
|
52.6K
$3.94M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 15.12% |
$12.2K - $13.6K
|
1.12K
$83.6K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
755New |
$46.2K - $51.5K
|
755
$56.5K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19.1K- 2.38% |
$1.17M - $1.31M
|
785K
$58.8M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
151New |
$9.24K - $10.3K
|
151
$11.3K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42- 1.15% |
$2.57K - $2.87K
|
3.61K
$270K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-203- 3.03% |
$12.4K - $13.9K
|
6.49K
$486K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.93K- 4.86% |
$180K - $200K
|
57.5K
$4.3M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
371+ 1.37% |
$22.7K - $25.3K
|
27.4K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.6KNew |
$2.06M - $2.29M
|
33.6K
$2.52M
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-166- 5.26% |
$10.2K - $11.3K
|
2.99K
$224K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.38K- 7.86% |
$268K - $299K
|
51.3K
$3.84M
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7+ 0.4% |
$428 - $478
|
1.75K
$131K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 3.96% |
$18.4K - $20.5K
|
7.28K
$545K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-931- 15.3% |
$57K - $63.5K
|
5.15K
$386K
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.27K- 2.26% |
$77.8K - $86.8K
|
55K
$4.11M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-155- 8.88% |
$9.49K - $10.6K
|
1.59K
$119K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 4.23% |
$24.7K - $27.6K
|
9.95K
$745K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-303- 4.97% |
$18.5K - $20.7K
|
5.79K
$433K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 27.21% |
$319K - $355K
|
24.4K
$1.82M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-416- 8.96% |
$25.5K - $28.4K
|
4.23K
$317K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.5K- 13.02% |
$889K - $991K
|
97K
$7.26M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
247+ 16.47% |
$15.1K - $16.9K
|
1.75K
$131K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.46K- 7.77% |
$151K - $168K
|
29.2K
$2.19M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-161- 19.42% |
$9.85K - $11K
|
668
$50K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.08K+ 2.56% |
$433K - $483K
|
283K
$21.2M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.05K- 3.98% |
$64.4K - $71.8K
|
25.4K
$1.9M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11- 19.3% |
$673 - $751
|
46
$3.44K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-61- 1.09% |
$3.73K - $4.16K
|
5.52K
$413K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-564- 0.68% |
$34.5K - $38.5K
|
82.1K
$6.15M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-799- 2.66% |
$48.9K - $54.5K
|
29.3K
$2.19M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
461+ 3.14% |
$28.2K - $31.5K
|
15.1K
$1.13M
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.46K- 14.51% |
$273K - $304K
|
26.3K
$1.97M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-31- 0.02% |
$1.9K - $2.12K
|
126K
$9.43M
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-945- 1.18% |
$57.8K - $64.5K
|
78.9K
$5.91M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
42New |
$2.57K - $2.87K
|
42
$3.14K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.24K+ 77.18% |
$198K - $221K
|
7.45K
$557K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.27K+ 6.54% |
$200K - $223K
|
53.3K
$3.99M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-250- 4.52% |
$15.3K - $17.1K
|
5.29K
$396K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-62- 0.23% |
$3.79K - $4.23K
|
26.6K
$1.99M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.47KNew |
$580K - $646K
|
9.47K
$709K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 18.93% |
$3.92K - $4.37K
|
274
$20.5K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-567- 4.5% |
$34.7K - $38.7K
|
12K
$900K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-574- 11.65% |
$35.1K - $39.2K
|
4.36K
$326K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.05K- 24.64% |
$64.3K - $71.7K
|
3.21K
$240K
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.1KNew |
$312K - $348K
|
5.1K
$382K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2K+ 139.37% |
$73.4K - $81.9K
|
2.06K
$154K
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
82+ 0.35% |
$5.02K - $5.6K
|
23.5K
$1.76M
|