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 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.52% |
$52.9 - $59.5
|
194
$12.3K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 78.87% |
$2.96K - $3.33K
|
15
$954
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 183.96% |
N/A
|
5.54K
$352K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 1.96% |
N/A
|
18.4K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
886New |
N/A
|
886
$56.3K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 11.29% |
N/A
|
432
$27.5K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.53K+ 44.0% |
N/A
|
5K
$318K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.3K- 45.21% |
N/A
|
4K
$254K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
88+ 0.43% |
N/A
|
20.6K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.27K- 20.35% |
N/A
|
4.95K
$315K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
44New |
N/A
|
44
$2.8K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 9.4% |
N/A
|
128
$8.14K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-133- 3.43% |
N/A
|
3.75K
$238K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
270+ 4.04% |
N/A
|
6.95K
$442K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25.7KNew |
N/A
|
25.7K
$1.64M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.1K+ 100.59% |
N/A
|
38K
$2.42M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.59KNew |
N/A
|
3.59K
$228K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37+ 0.91% |
N/A
|
4.13K
$262K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
300New |
N/A
|
300
$19.1K
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.22K- 11.61% |
N/A
|
9.26K
$588K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
500New |
N/A
|
500
$31.8K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-12.2K- 59.32% |
N/A
|
8.34K
$530K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.92% |
N/A
|
53
$3.37K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
504New |
N/A
|
504
$32K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.45K- 66.44% |
N/A
|
3.76K
$239K
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.36KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 2.9% |
N/A
|
248
$15.8K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-751Closed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.7KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$220K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375- 97.15% |
N/A
|
11
$699
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.26KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$85.8K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
955New |
N/A
|
955
$60.7K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
130New |
N/A
|
130
$8.26K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.65KClosed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$196K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17New |
N/A
|
17
$1.08K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
285+ 15.05% |
N/A
|
2.18K
$139K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-365Closed |
N/A
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
N/A
|
200
$12.7K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14KClosed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
868+ 29.23% |
N/A
|
3.84K
$244K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
114New |
N/A
|
114
$7.25K
|