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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
8.33K+ 83.25% |
$496K - $625K
|
18.3K
$1.37M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.86K+ 102.07% |
$349K - $440K
|
11.6K
$868K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.72KNew |
$281K - $355K
|
4.72K
$354K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
2.93KNew |
$174K - $220K
|
2.93K
$219K
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.77KNew |
$165K - $208K
|
2.77K
$207K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.21K+ 31.13% |
$72.3K - $91.2K
|
5.11K
$383K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
759+ 1.43% |
$45.2K - $57K
|
53.8K
$4.03M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
499+ 0.87% |
$29.7K - $37.5K
|
57.6K
$4.31M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 0.33% |
$16.7K - $21K
|
84.9K
$6.36M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
207New |
$12.3K - $15.5K
|
207
$15.5K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
173+ 0.84% |
$10.3K - $13K
|
20.7K
$1.55M
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
106+ 1.18% |
$6.31K - $7.96K
|
9.13K
$683K
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 1.31% |
$2.56K - $3.23K
|
3.32K
$249K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
43+ 0.3% |
$2.56K - $3.23K
|
14.2K
$1.06M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
39New |
$2.32K - $2.93K
|
39
$2.92K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 1.79% |
$179 - $225
|
171
$12.8K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.6KNew |
$2.06M - $2.29M
|
33.6K
$2.52M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 444.04% |
$966K - $1.08M
|
19.3K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14K+ 42.24% |
$855K - $953K
|
47K
$3.52M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 15.21% |
$703K - $783K
|
86.9K
$6.51M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.47KNew |
$580K - $646K
|
9.47K
$709K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.76K+ 7.55% |
$475K - $529K
|
111K
$8.28M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.21K+ 25.67% |
$441K - $492K
|
35.3K
$2.64M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.08K+ 2.56% |
$433K - $483K
|
283K
$21.2M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.21K+ 27.21% |
$319K - $355K
|
24.4K
$1.82M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.1KNew |
$312K - $348K
|
5.1K
$382K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58K+ 2.85% |
$280K - $313K
|
165K
$12.4M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.27K+ 6.54% |
$200K - $223K
|
53.3K
$3.99M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.24K+ 77.18% |
$198K - $221K
|
7.45K
$557K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 498.08% |
$191K - $212K
|
3.74K
$280K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.77KNew |
$170K - $189K
|
2.77K
$208K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 4.81% |
$148K - $165K
|
52.5K
$3.93M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 11.82% |
$115K - $128K
|
17.8K
$1.33M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2K+ 139.37% |
$73.4K - $81.9K
|
2.06K
$154K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
755New |
$46.2K - $51.5K
|
755
$56.5K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
700New |
$42.8K - $47.8K
|
700
$52.4K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
699+ 12.07% |
$42.8K - $47.7K
|
6.49K
$486K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
556+ 8.89% |
$34K - $37.9K
|
6.81K
$510K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
492+ 5.28% |
$30.1K - $33.6K
|
9.82K
$735K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
461+ 3.14% |
$28.2K - $31.5K
|
15.1K
$1.13M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
432+ 2.78% |
$26.4K - $29.5K
|
16K
$1.2M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420+ 22.25% |
$25.7K - $28.7K
|
2.31K
$173K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 4.23% |
$24.7K - $27.6K
|
9.95K
$745K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
382+ 9.19% |
$23.4K - $26.1K
|
4.54K
$340K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
371+ 1.37% |
$22.7K - $25.3K
|
27.4K
$2.05M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
247+ 16.47% |
$15.1K - $16.9K
|
1.75K
$131K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
227+ 2.9% |
$13.9K - $15.5K
|
8.06K
$604K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
206New |
$12.6K - $14.1K
|
206
$15.4K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 1.73% |
$12.5K - $13.9K
|
12K
$898K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
151New |
$9.24K - $10.3K
|
151
$11.3K
|