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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.74K- 4.17% |
$480K - $537K
|
178K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 27.46% |
$30.5K - $34.1K
|
1.3K
$97.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
65New |
$4.03K - $4.51K
|
65
$4.87K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-999- 99.9% |
$61.9K - $69.3K
|
1
$74.9
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1New |
$62 - $69.4
|
1
$74.9
|
|
| 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
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.01% |
$62.5 - $66.9
|
10.9K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
223K+ 1335.08% |
$14M - $14.9M
|
240K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-395Closed |
$24.7K - $26.4K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.18K+ 0.53% |
$73.9K - $79.1K
|
226K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$62.5 - $66.9
|
1
$74.9
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.54K+ 14.82% |
$408K - $437K
|
50.6K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.81KNew |
$238K - $255K
|
3.81K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 13.75% |
$687 - $736
|
91
$6.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.62K - $1.74K
|
26
$1.95K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
201New |
$12.6K - $13.4K
|
201
$15K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-680- 2.74% |
$42.5K - $45.5K
|
24.1K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.18K+ 76.3% |
$199K - $213K
|
7.36K
$551K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59New |
$3.69K - $3.95K
|
59
$4.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.73% |
$312 - $334
|
677
$50.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-230- 51.45% |
$14.4K - $15.4K
|
217
$16.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.35% |
$875 - $936
|
3.98K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145New |
$9.06K - $9.7K
|
145
$10.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327- 6.3% |
$20.4K - $21.9K
|
4.86K
$364K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
835New |
$52.2K - $55.9K
|
835
$62.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152New |
$9.5K - $10.2K
|
152
$11.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16+ 0.44% |
$1K - $1.07K
|
3.64K
$272K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.03K- 33.08% |
$127K - $136K
|
4.12K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.87K- 21.93% |
$117K - $125K
|
6.66K
$499K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
656+ 9.23% |
$41K - $43.9K
|
7.77K
$582K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
98New |
$6.12K - $6.56K
|
98
$7.34K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.71% |
$61.4 - $65.4
|
141
$10.6K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.37K+ 33.16% |
$145K - $155K
|
9.51K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$1.6K - $1.7K
|
26
$1.95K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$123 - $131
|
3
$225
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
278+ 7.25% |
$17.1K - $18.2K
|
4.11K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
903+ 12.59% |
$55.4K - $59.1K
|
8.07K
$604K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.55K- 93.57% |
$156K - $167K
|
175
$13.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 31.51% |
$5.64K - $6.02K
|
200
$15K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 21.59% |
$69.8K - $74.4K
|
6.41K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70New |
$4.29K - $4.58K
|
70
$5.24K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.24KClosed |
$199K - $212K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-143- 4.29% |
$8.77K - $9.35K
|
3.19K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$30.7K - $32.7K
|
500
$37.4K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$196K - $209K
|
3.2K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-340- 19.01% |
$20.9K - $22.2K
|
1.45K
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.67% |
$368 - $392
|
895
$67K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.41KNew |
$393K - $419K
|
6.41K
$480K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$61.4 - $65.4
|
570
$42.7K
|
|