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, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 5.46% |
$11.6K - $12.8K
|
3.47K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$196K - $215K
|
3.37K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.77% |
$2.73K - $3K
|
6.15K
$461K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$23.3K - $25.5K
|
400
$29.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
775+ 2.77% |
$45.1K - $49.5K
|
28.7K
$2.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.35KNew |
$195K - $214K
|
3.35K
$251K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.99KNew |
$115K - $127K
|
1.99K
$149K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.02K- 51.44% |
$234K - $257K
|
3.8K
$284K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$7.56K - $8.3K
|
130
$9.73K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-779- 52.67% |
$45.3K - $49.8K
|
700
$52.4K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$434K - $508K
|
8.55K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$10.2K - $11.9K
|
200
$15K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.6K- 12.09% |
$487K - $571K
|
69.8K
$5.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.4K- 55.27% |
$2.2M - $2.58M
|
35.1K
$2.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-42- 95.45% |
$2.13K - $2.5K
|
2
$150
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$17.8K - $20.8K
|
350
$26.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.5K- 27.94% |
$76.3K - $89.4K
|
3.88K
$290K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.29K- 41.41% |
$116K - $136K
|
3.24K
$243K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.52% |
$50.8 - $59.5
|
194
$14.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 78.87% |
$2.84K - $3.33K
|
15
$1.12K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-368- 1.96% |
$18.8K - $23K
|
18.4K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 11.29% |
$2.81K - $3.44K
|
432
$32.3K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.53K+ 44.0% |
$78.1K - $95.5K
|
5K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.3K- 45.21% |
$168K - $206K
|
4K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
88+ 0.43% |
$4.49K - $5.5K
|
20.6K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
886New |
$45.2K - $55.3K
|
886
$66.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.27K- 20.35% |
$64.6K - $79K
|
4.95K
$371K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
44New |
$2.25K - $2.75K
|
44
$3.29K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 9.4% |
$562 - $687
|
128
$9.58K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
270+ 4.04% |
$13.8K - $16.9K
|
6.95K
$520K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25.7KNew |
$1.31M - $1.61M
|
25.7K
$1.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.1K+ 100.59% |
$974K - $1.19M
|
38K
$2.85M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.59KNew |
$183K - $224K
|
3.59K
$269K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37+ 0.91% |
$1.89K - $2.31K
|
4.13K
$309K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
300New |
$15.3K - $18.7K
|
300
$22.5K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.22K- 11.61% |
$62.1K - $76K
|
9.26K
$693K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
500New |
$25.5K - $31.2K
|
500
$37.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-12.2K- 59.32% |
$621K - $759K
|
8.34K
$624K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
504New |
$29.4K - $35K
|
504
$37.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 2.9% |
$409 - $486
|
248
$18.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.45K- 66.44% |
$435K - $518K
|
3.76K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.6KClosed |
$1.84M - $2.19M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-37Closed |
$2.16K - $2.57K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-21Closed |
$1.23K - $1.46K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.7KClosed |
$1.44M - $1.72M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.45KNew |
$202K - $240K
|
3.45K
$259K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
955New |
$55.8K - $66.3K
|
955
$71.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375- 97.15% |
$21.9K - $26.1K
|
11
$824
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
$78.8K - $93.8K
|
1.35K
$101K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.26KClosed |
$190K - $227K
|
0
$0
|
|