Latest Institutional Purchases of Wisdomtree Tr Intl Small Cap D (DLS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Intl Small Cap D (DLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.6KNew |
$2.06M - $2.29M
|
33.6K
$2.42M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14K+ 42.24% |
$855K - $953K
|
47K
$3.39M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.8KNew |
$786K - $876K
|
12.8K
$925K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 15.21% |
$703K - $783K
|
86.9K
$6.26M
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10KNew |
$612K - $682K
|
10K
$720K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.47KNew |
$580K - $646K
|
9.47K
$682K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.76K+ 7.55% |
$475K - $529K
|
111K
$7.96M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.21K+ 25.67% |
$441K - $492K
|
35.3K
$2.54M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.08K+ 2.56% |
$433K - $483K
|
283K
$20.4M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.55K+ 17.17% |
$339K - $379K
|
37.8K
$2.73M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 27.21% |
$319K - $355K
|
24.4K
$1.75M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.1KNew |
$312K - $348K
|
5.1K
$367K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 85.75% |
$291K - $324K
|
10.3K
$741K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58K+ 2.85% |
$280K - $313K
|
165K
$11.9M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.27K+ 6.54% |
$200K - $223K
|
53.3K
$3.84M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.24K+ 77.18% |
$198K - $221K
|
7.45K
$536K
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.12KNew |
$191K - $213K
|
3.12K
$224K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 498.08% |
$191K - $212K
|
3.74K
$269K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.97K+ 16.9% |
$182K - $203K
|
20.6K
$1.48M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 10.89% |
$172K - $192K
|
28.7K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.77KNew |
$170K - $189K
|
2.77K
$200K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 4.81% |
$148K - $165K
|
52.5K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 11.82% |
$115K - $128K
|
17.8K
$1.28M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.86K+ 3.36% |
$114K - $127K
|
57.1K
$4.11M
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.49K+ 21.56% |
$91.1K - $102K
|
8.39K
$605K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2K+ 139.37% |
$73.4K - $81.9K
|
2.06K
$148K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
755New |
$46.2K - $51.5K
|
755
$54.4K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
700New |
$42.8K - $47.8K
|
700
$50.4K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
699+ 12.07% |
$42.8K - $47.7K
|
6.49K
$467K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
556+ 8.89% |
$34K - $37.9K
|
6.81K
$490K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
492+ 5.28% |
$30.1K - $33.6K
|
9.82K
$707K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
461+ 3.14% |
$28.2K - $31.5K
|
15.1K
$1.09M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
432+ 2.78% |
$26.4K - $29.5K
|
16K
$1.15M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 22.25% |
$25.7K - $28.7K
|
2.31K
$166K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 4.23% |
$24.7K - $27.6K
|
9.95K
$717K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
382+ 9.19% |
$23.4K - $26.1K
|
4.54K
$327K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
371+ 1.37% |
$22.7K - $25.3K
|
27.4K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
247+ 16.47% |
$15.1K - $16.9K
|
1.75K
$126K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
227+ 2.9% |
$13.9K - $15.5K
|
8.06K
$581K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
206New |
$12.6K - $14.1K
|
206
$14.8K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 1.73% |
$12.5K - $13.9K
|
12K
$864K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
151New |
$9.24K - $10.3K
|
151
$10.9K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
134+ 5.59% |
$8.2K - $9.14K
|
2.53K
$182K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
127+ 0.85% |
$7.77K - $8.67K
|
15K
$1.08M
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
82+ 0.35% |
$5.02K - $5.6K
|
23.5K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 12.78% |
$4.22K - $4.71K
|
609
$43.9K
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
66+ 1.6% |
$4.04K - $4.5K
|
4.19K
$302K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
61New |
$3.73K - $4.16K
|
61
$4.39K
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
55+ 0.2% |
$3.37K - $3.75K
|
27.6K
$1.99M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 0.31% |
$2.69K - $3K
|
14.2K
$1.02M
|