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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.22KNew |
$76.5K - $83.5K
|
1.22K
$97.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
479New |
$30K - $32.8K
|
479
$38.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-841- 12.21% |
$52.7K - $57.6K
|
6.05K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.71KNew |
$358K - $391K
|
5.71K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.72% |
$62.7 - $68.5
|
59
$4.73K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.01K- 35.36% |
$125K - $139K
|
3.67K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23- 15.86% |
$1.43K - $1.6K
|
122
$9.79K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
57New |
$3.53K - $3.95K
|
57
$4.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$6.2K - $6.94K
|
100
$8.02K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
89.3KNew |
$5.53M - $6.19M
|
89.3K
$7.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.59KNew |
$284K - $318K
|
4.59K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
53+ 0.74% |
$3.28K - $3.68K
|
7.26K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.84% |
$310 - $347
|
599
$48K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-131- 2.91% |
$8.12K - $9.09K
|
4.37K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-80- 4.21% |
$4.96K - $5.55K
|
1.82K
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-298- 0.92% |
$18.5K - $20.7K
|
31.9K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.74K- 4.17% |
$480K - $537K
|
178K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-999- 99.9% |
$61.9K - $69.3K
|
1
$80.2
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
65New |
$4.03K - $4.51K
|
65
$5.21K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-3.12KClosed |
$195K - $209K
|
0
$0
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-24.9K- 56.65% |
$1.56M - $1.67M
|
19.1K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.01% |
$62.5 - $66.9
|
10.9K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
223K+ 1335.08% |
$14M - $14.9M
|
240K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.18K+ 0.53% |
$73.9K - $79.1K
|
226K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$62.5 - $66.9
|
1
$80.2
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-395Closed |
$24.7K - $26.4K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.54K+ 14.82% |
$408K - $437K
|
50.6K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 13.75% |
$687 - $736
|
91
$7.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.81KNew |
$238K - $255K
|
3.81K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.62K - $1.74K
|
26
$2.09K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
201New |
$12.6K - $13.4K
|
201
$16.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-680- 2.74% |
$42.5K - $45.5K
|
24.1K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.18K+ 76.3% |
$199K - $213K
|
7.36K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59New |
$3.69K - $3.95K
|
59
$4.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-230- 51.45% |
$14.4K - $15.4K
|
217
$17.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145New |
$9.06K - $9.7K
|
145
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.35% |
$875 - $936
|
3.98K
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327- 6.3% |
$20.4K - $21.9K
|
4.86K
$390K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
835New |
$52.2K - $55.9K
|
835
$67K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152New |
$9.5K - $10.2K
|
152
$12.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16+ 0.44% |
$1K - $1.07K
|
3.64K
$292K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.03K- 33.08% |
$127K - $136K
|
4.12K
$330K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.87K- 21.93% |
$117K - $125K
|
6.66K
$534K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
656+ 9.23% |
$41K - $43.9K
|
7.77K
$623K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
98New |
$6.12K - $6.56K
|
98
$7.86K
|
|
| Q1 2024 | |||||||
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.4K- 8.82% |
$85.9K - $91.6K
|
14.5K
$1.16M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.71% |
$61.4 - $65.4
|
141
$11.3K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.37K+ 33.16% |
$145K - $155K
|
9.51K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$1.6K - $1.7K
|
26
$2.09K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$123 - $131
|
3
$241
|
|