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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
207KNew |
$12.7M - $13.5M
|
207K
$13.1M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177K+ 75.21% |
$10.9M - $11.6M
|
413K
$26.2M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.3K+ 345.51% |
$3.02M - $3.22M
|
63.5K
$4.03M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.8K+ 235.85% |
$2.81M - $2.99M
|
65.2K
$4.14M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 12.47% |
$1.95M - $2.08M
|
286K
$18.2M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.1KNew |
$1.79M - $1.91M
|
29.1K
$1.85M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 16.22% |
$1.6M - $1.71M
|
187K
$11.9M
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23.4K+ 113.03% |
$1.44M - $1.53M
|
44.1K
$2.8M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 30.03% |
$1.2M - $1.28M
|
84.5K
$5.36M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69K+ 204.49% |
$595K - $634K
|
14.4K
$916K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.66K+ 55.91% |
$593K - $632K
|
26.9K
$1.71M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 7.48% |
$584K - $623K
|
137K
$8.68M
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
9.01K+ 14.68% |
$553K - $589K
|
70.4K
$4.47M
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.98K+ 3.75% |
$551K - $588K
|
249K
$15.8M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.09K+ 12.96% |
$435K - $464K
|
61.8K
$3.92M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.41KNew |
$393K - $419K
|
6.41K
$407K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.61K+ 11.78% |
$283K - $302K
|
43.8K
$2.78M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.53K+ 6.15% |
$278K - $297K
|
78.2K
$4.96M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.73K+ 70.86% |
$229K - $244K
|
9K
$571K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$222K - $237K
|
3.62K
$230K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.33K+ 2377.86% |
$204K - $218K
|
3.47K
$220K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$196K - $209K
|
3.2K
$203K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.1KNew |
$190K - $202K
|
3.1K
$196K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.91K+ 10.43% |
$179K - $190K
|
30.8K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.12K+ 7.32% |
$130K - $139K
|
31K
$1.97M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.06K+ 36.64% |
$126K - $135K
|
7.67K
$487K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 2.8% |
$123K - $131K
|
73.9K
$4.69M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 37.53% |
$122K - $130K
|
7.27K
$461K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.63K+ 6.29% |
$100K - $107K
|
27.6K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 40400.0% |
$99.1K - $106K
|
1.62K
$103K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.58K+ 10.43% |
$96.9K - $103K
|
16.7K
$1.06M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 3.47% |
$95.9K - $102K
|
46.6K
$2.96M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 21.59% |
$69.8K - $74.4K
|
6.41K
$407K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
961+ 12.35% |
$59K - $62.9K
|
8.74K
$555K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
952New |
$58.4K - $62.3K
|
952
$60.4K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
912+ 1.54% |
$56K - $59.7K
|
60.3K
$3.82M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
903+ 12.59% |
$55.4K - $59.1K
|
8.07K
$512K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
838+ 7.82% |
$51.4K - $54.8K
|
11.6K
$733K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
832+ 78.79% |
$51K - $54.4K
|
1.89K
$120K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
799+ 90.28% |
$49K - $52.3K
|
1.68K
$107K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
650+ 18.45% |
$39.9K - $42.5K
|
4.17K
$265K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
546+ 4.06% |
$33.5K - $35.7K
|
14K
$888K
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
502+ 2.07% |
$30.8K - $32.8K
|
24.8K
$1.57M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$30.7K - $32.7K
|
500
$31.7K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
496+ 7.5% |
$30.4K - $32.4K
|
7.11K
$451K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
465+ 4.0% |
$28.5K - $30.4K
|
12.1K
$767K
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 2.02% |
$24.2K - $25.8K
|
19.9K
$1.26M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
376+ 3.86% |
$23.1K - $24.6K
|
10.1K
$642K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
368+ 2.32% |
$22.6K - $24.1K
|
16.2K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
278+ 7.25% |
$17.1K - $18.2K
|
4.11K
$261K
|