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 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
$310K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.99K- 32.22% |
$89.2K - $118K
|
4.18K
$288K
|
|
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
|
Townsend Asset Management Corp
|
SELL
|
- |
-400Closed |
$18K - $23.9K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-219KClosed |
$9.82M - $13M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.4KClosed |
$423K - $561K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.96KClosed |
$223K - $296K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-5.52KClosed |
$248K - $329K
|
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
$69K
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-17- 20.48% |
$764 - $1.01K
|
66
$4.55K
|
|
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
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.25KClosed |
$347K - $592K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-3.86KClosed |
$163K - $277K
|
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
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.81KClosed |
$118K - $202K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.52KClosed |
$148K - $252K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.42KClosed |
$270K - $460K
|
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
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.2KClosed |
$977K - $1.66M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-205Closed |
$8.63K - $14.7K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.44K- 86.16% |
$145K - $246K
|
552
$38.1K
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.18KClosed |
$260K - $443K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.21KClosed |
$304K - $517K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-894Closed |
$37.6K - $64.1K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11KClosed |
$464K - $790K
|
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
$2.14K
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-356Closed |
$15K - $25.5K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-651Closed |
$27.4K - $46.7K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.91KClosed |
$123K - $209K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.04KClosed |
$170K - $289K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-189Closed |
$7.96K - $13.6K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$42.1K - $71.7K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-900Closed |
$37.9K - $64.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.84KClosed |
$162K - $275K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Financial Counselors Inc
|
SELL
|
- |
-3.01KClosed |
$127K - $216K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-14.6KClosed |
$613K - $1.04M
|
0
$0
|