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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.67% |
$368 - $392
|
895
$61.7K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$61.4 - $65.4
|
570
$39.3K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.5K+ 18.19% |
$837K - $995K
|
101K
$6.97M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.27KNew |
$284K - $338K
|
5.27K
$364K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
741+ 2.09% |
$39.9K - $47.5K
|
36.2K
$2.5M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
492New |
$26.5K - $31.5K
|
492
$33.9K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
94New |
$5.07K - $6.02K
|
94
$6.49K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
30New |
$1.62K - $1.92K
|
30
$2.07K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.08K - $1.28K
|
20
$1.38K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$754 - $897
|
14
$966
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$162 - $192
|
3
$207
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 161.62% |
$863K - $935K
|
24.4K
$1.68M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$281K - $305K
|
4.91K
$339K
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.1KNew |
$235K - $255K
|
4.1K
$283K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7KNew |
$212K - $230K
|
3.7K
$255K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
170New |
$9.73K - $10.5K
|
170
$11.7K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.47% |
$57.3 - $62.1
|
69
$4.76K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$57.3 - $62.1
|
1
$69
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.5K+ 13.77% |
$848K - $910K
|
120K
$8.29M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
207New |
$12.1K - $13K
|
207
$14.3K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
207New |
$12.1K - $13K
|
207
$14.3K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
185New |
$10.8K - $11.6K
|
185
$12.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$4.2K - $4.51K
|
72
$4.97K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
13New |
$758 - $814
|
13
$897
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 1.92% |
$233 - $250
|
212
$14.6K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.9KNew |
$869K - $954K
|
14.9K
$1.03M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$196K - $215K
|
3.37K
$233K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.35KNew |
$195K - $214K
|
3.35K
$231K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.29KNew |
$133K - $146K
|
2.29K
$158K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.99KNew |
$115K - $127K
|
1.99K
$137K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
775+ 2.77% |
$45.1K - $49.5K
|
28.7K
$1.98M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$23.3K - $25.5K
|
400
$27.6K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$7.56K - $8.3K
|
130
$8.97K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.77% |
$2.73K - $3K
|
6.15K
$424K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$1.16K - $1.28K
|
20
$1.38K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.27% |
$582 - $639
|
3.66K
$252K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$434K - $508K
|
8.55K
$590K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
$50.8K - $59.5K
|
1K
$69K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$17.8K - $20.8K
|
350
$24.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$10.2K - $11.9K
|
200
$13.8K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.52% |
$50.8 - $59.5
|
194
$13.4K
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25.7KNew |
$1.31M - $1.61M
|
25.7K
$1.77M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.1K+ 100.59% |
$974K - $1.19M
|
38K
$2.62M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 183.96% |
$183K - $224K
|
5.54K
$382K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.59KNew |
$183K - $224K
|
3.59K
$248K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.53K+ 44.0% |
$78.1K - $95.5K
|
5K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
886New |
$45.2K - $55.3K
|
886
$61.1K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
500New |
$25.5K - $31.2K
|
500
$34.5K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
300New |
$15.3K - $18.7K
|
300
$20.7K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
270+ 4.04% |
$13.8K - $16.9K
|
6.95K
$480K
|