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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
56.2KNew |
$3.53M - $3.85M
|
56.2K
$3.61M
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
23.4KNew |
$1.47M - $1.6M
|
23.4K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.1K+ 36.4% |
$1.26M - $1.38M
|
75.5K
$4.84M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.71KNew |
$358K - $391K
|
5.71K
$366K
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.04KNew |
$253K - $277K
|
4.04K
$259K
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.78K+ 10.58% |
$237K - $259K
|
39.5K
$2.53M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.46K+ 5.13% |
$217K - $237K
|
70.8K
$4.54M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.8K+ 5.02% |
$176K - $192K
|
58.7K
$3.76M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.77K+ 5.86% |
$174K - $190K
|
50K
$3.21M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.54K+ 10.91% |
$159K - $174K
|
25.8K
$1.66M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.54K+ 4.38% |
$159K - $174K
|
60.4K
$3.88M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.27K+ 3.03% |
$143K - $156K
|
77.4K
$4.96M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.78K+ 2.2% |
$112K - $122K
|
82.7K
$5.3M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.67K+ 7.81% |
$105K - $115K
|
23.1K
$1.48M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5KNew |
$94.1K - $103K
|
1.5K
$96.2K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.22KNew |
$76.5K - $83.5K
|
1.22K
$78.2K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.04K+ 2.11% |
$65.1K - $71.1K
|
50.3K
$3.22M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
858New |
$53.8K - $58.7K
|
858
$55K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
479New |
$30K - $32.8K
|
479
$30.7K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
167+ 2.82% |
$10.5K - $11.4K
|
6.09K
$390K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
163+ 1.31% |
$10.2K - $11.2K
|
12.6K
$807K
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
78+ 0.89% |
$4.89K - $5.34K
|
8.85K
$567K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22+ 1.28% |
$1.38K - $1.51K
|
1.74K
$112K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.21% |
$125 - $137
|
167
$10.7K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.72% |
$62.7 - $68.5
|
59
$3.78K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102KNew |
$6.32M - $7.07M
|
102K
$6.54M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
89.3KNew |
$5.53M - $6.19M
|
89.3K
$5.73M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
44.9K+ 22.69% |
$2.78M - $3.11M
|
243K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20K+ 44.4% |
$1.24M - $1.39M
|
65.1K
$4.18M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.15K+ 60.68% |
$381K - $427K
|
16.3K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.54K+ 15.49% |
$343K - $384K
|
41.3K
$2.65M
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.59KNew |
$284K - $318K
|
4.59K
$294K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.51K+ 45.67% |
$279K - $313K
|
14.4K
$922K
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.07K+ 4.91% |
$190K - $213K
|
65.6K
$4.21M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3KNew |
$186K - $208K
|
3K
$192K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.94KNew |
$182K - $204K
|
2.94K
$189K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.93KNew |
$182K - $203K
|
2.93K
$188K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.45K+ 151.89% |
$89.6K - $100K
|
2.4K
$154K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 0.97% |
$74.2K - $83.1K
|
125K
$8.04M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
890+ 1.96% |
$55.2K - $61.7K
|
46.3K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
680+ 5.33% |
$42.1K - $47.2K
|
13.4K
$861K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
641+ 17.11% |
$39.7K - $44.5K
|
4.39K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
578New |
$35.8K - $40.1K
|
578
$37.1K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
331+ 2.07% |
$20.5K - $23K
|
16.3K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
165+ 2.52% |
$10.2K - $11.4K
|
6.71K
$430K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150+ 34.88% |
$9.3K - $10.4K
|
580
$37.2K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
144+ 3.7% |
$8.92K - $9.99K
|
4.04K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
129+ 1.88% |
$7.99K - $8.95K
|
6.99K
$448K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
110+ 1.46% |
$6.82K - $7.63K
|
7.65K
$491K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$6.2K - $6.94K
|
100
$6.41K
|