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 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-38- 0.53% |
$2.33K - $2.49K
|
7.1K
$451K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 37.53% |
$122K - $130K
|
7.27K
$462K
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-568- 1.75% |
$34.8K - $37.2K
|
32K
$2.03M
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
546+ 4.06% |
$33.5K - $35.7K
|
14K
$890K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
54+ 1.32% |
$3.31K - $3.53K
|
4.14K
$263K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.73K+ 70.86% |
$229K - $244K
|
9K
$572K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$162 - $192
|
3
$191
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.28% |
$53.9 - $64.1
|
79
$5.02K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
30New |
$1.62K - $1.92K
|
30
$1.91K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
835+ 3.1% |
$45K - $53.5K
|
27.8K
$1.77M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
492New |
$26.5K - $31.5K
|
492
$31.3K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5K+ 18.19% |
$837K - $995K
|
101K
$6.42M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.65K- 2.22% |
$250K - $298K
|
204K
$13M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-253- 6.52% |
$13.6K - $16.2K
|
3.63K
$231K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 2.16% |
$5.71K - $6.79K
|
4.8K
$305K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-588- 12.45% |
$31.7K - $37.7K
|
4.13K
$263K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.08K - $1.28K
|
20
$1.27K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-285- 2.13% |
$15.4K - $18.3K
|
13.1K
$833K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 66.32% |
$411K - $488K
|
3.87K
$246K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-620- 12.97% |
$33.4K - $39.7K
|
4.16K
$264K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$3.66K - $4.36K
|
68
$4.32K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
94New |
$5.07K - $6.02K
|
94
$5.98K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2K- 26.03% |
$108K - $128K
|
5.68K
$361K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$754 - $897
|
14
$890
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.49K- 24.72% |
$80.2K - $95.3K
|
4.53K
$288K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.27KNew |
$284K - $338K
|
5.27K
$335K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
8KNew |
$431K - $512K
|
8K
$508K
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
8.55KNew |
$460K - $547K
|
8.55K
$543K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$855K - $1.02M
|
15.9K
$1.01M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-353- 1.34% |
$19K - $22.6K
|
26.1K
$1.66M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 34.83% |
$1.67K - $1.99K
|
58
$3.69K
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-315- 5.5% |
$17K - $20.2K
|
5.42K
$344K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.41% |
$431 - $512
|
1.97K
$125K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
741+ 2.09% |
$39.9K - $47.5K
|
36.2K
$2.3M
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.84K- 7.34% |
$261K - $310K
|
61.1K
$3.89M
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-45- 25.71% |
$2.43K - $2.88K
|
130
$8.26K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 9.13% |
$84.5K - $100K
|
15.6K
$992K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.48K+ 176.72% |
$349K - $415K
|
10.2K
$645K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
269New |
$14.5K - $17.2K
|
269
$17.1K
|
|
Q3 2023 | |||||||
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22- 0.61% |
$1.26K - $1.37K
|
3.57K
$227K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-486- 5.82% |
$27.8K - $30.2K
|
7.87K
$500K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.69KNew |
$440K - $477K
|
7.69K
$489K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.47% |
$57.3 - $62.1
|
69
$4.39K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 3.28% |
$115 - $124
|
59
$3.75K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 161.62% |
$863K - $935K
|
24.4K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7KNew |
$212K - $230K
|
3.7K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.1KNew |
$235K - $255K
|
4.1K
$261K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.67K- 26.09% |
$95.8K - $104K
|
4.74K
$301K
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 4.24% |
$69.9K - $75.8K
|
27.6K
$1.75M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-45- 13.04% |
$2.58K - $2.79K
|
300
$19.1K
|