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 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
370New |
$25K - $27.2K
|
370
$23.2K
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-4.88KClosed |
$284K - $333K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 71.88% |
$100K - $118K
|
675
$42.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-41Closed |
$2.39K - $2.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-404Closed |
$23.5K - $27.6K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.03KClosed |
$351K - $412K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 11, 2020
Q3 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-6.23KClosed |
$347K - $383K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-684Closed |
$38.1K - $42.1K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-470Closed |
$26.2K - $28.9K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-850Closed |
$47.4K - $52.3K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-259Closed |
$14.4K - $15.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-184Closed |
$10.3K - $11.3K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-13Closed |
$725 - $800
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-200- 4.26% |
$11.1K - $12.3K
|
4.5K
$281K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.99K- 32.22% |
$89.2K - $118K
|
4.18K
$261K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-146Closed |
$6.56K - $8.71K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-500Closed |
$22.5K - $29.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.21KClosed |
$369K - $490K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.19KClosed |
$233K - $310K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-219KClosed |
$9.82M - $13M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-400Closed |
$18K - $23.9K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.4KClosed |
$423K - $561K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-5.52KClosed |
$248K - $329K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.96KClosed |
$223K - $296K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Matisse Capital
|
SELL
|
- |
-6.67KClosed |
$300K - $398K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
American Research & Management Co.
|
SELL
|
- |
-1.33K- 57.1% |
$59.8K - $79.4K
|
1K
$62.6K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-17- 20.48% |
$764 - $1.01K
|
66
$4.13K
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-67Closed |
$3.01K - $4K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Unison Advisors LLC
|
SELL
|
- |
-30.1KClosed |
$1.35M - $1.8M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-86Closed |
$3.62K - $6.17K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-89.9KClosed |
$3.79M - $6.45M
|
0
$0
|
|
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-18KClosed |
$757K - $1.29M
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.91KClosed |
$165K - $280K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-3.86KClosed |
$163K - $277K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.25KClosed |
$347K - $592K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-6.79KClosed |
$286K - $487K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.4KClosed |
$479K - $816K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.52KClosed |
$148K - $252K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.81KClosed |
$118K - $202K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.2KClosed |
$977K - $1.66M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.08KClosed |
$172K - $293K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.42KClosed |
$270K - $460K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-205Closed |
$8.63K - $14.7K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.18KClosed |
$260K - $443K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.44K- 86.16% |
$145K - $246K
|
552
$34.5K
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.21KClosed |
$304K - $517K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11KClosed |
$464K - $790K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-894Closed |
$37.6K - $64.1K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2KClosed |
$135K - $229K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
31New |
$1.31K - $2.22K
|
31
$1.94K
|
|