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 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.08K - $1.28K
|
20
$1.29K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$754 - $897
|
14
$900
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$162 - $192
|
3
$193
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 161.62% |
$863K - $935K
|
24.4K
$1.57M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$281K - $305K
|
4.91K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.1KNew |
$235K - $255K
|
4.1K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7KNew |
$212K - $230K
|
3.7K
$238K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
170New |
$9.73K - $10.5K
|
170
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.47% |
$57.3 - $62.1
|
69
$4.44K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$57.3 - $62.1
|
1
$64.3
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.5K+ 13.77% |
$848K - $910K
|
120K
$7.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
207New |
$12.1K - $13K
|
207
$13.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
185New |
$10.8K - $11.6K
|
185
$11.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$4.2K - $4.51K
|
72
$4.63K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
13New |
$758 - $814
|
13
$836
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 1.92% |
$233 - $250
|
212
$13.6K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.9KNew |
$869K - $954K
|
14.9K
$960K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$196K - $215K
|
3.37K
$217K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.35KNew |
$195K - $214K
|
3.35K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.29KNew |
$133K - $146K
|
2.29K
$147K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.99KNew |
$115K - $127K
|
1.99K
$128K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
775+ 2.77% |
$45.1K - $49.5K
|
28.7K
$1.85M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$23.3K - $25.5K
|
400
$25.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$7.56K - $8.3K
|
130
$8.36K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.77% |
$2.73K - $3K
|
6.15K
$395K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$1.16K - $1.28K
|
20
$1.29K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$434K - $508K
|
8.55K
$549K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$17.8K - $20.8K
|
350
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$10.2K - $11.9K
|
200
$12.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.52% |
$50.8 - $59.5
|
194
$12.5K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25.7KNew |
$1.31M - $1.61M
|
25.7K
$1.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.1K+ 100.59% |
$974K - $1.19M
|
38K
$2.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.59KNew |
$183K - $224K
|
3.59K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.53K+ 44.0% |
$78.1K - $95.5K
|
5K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
886New |
$45.2K - $55.3K
|
886
$57K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
500New |
$25.5K - $31.2K
|
500
$32.1K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
300New |
$15.3K - $18.7K
|
300
$19.3K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
270+ 4.04% |
$13.8K - $16.9K
|
6.95K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
88+ 0.43% |
$4.49K - $5.5K
|
20.6K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
44New |
$2.25K - $2.75K
|
44
$2.83K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37+ 0.91% |
$1.89K - $2.31K
|
4.13K
$265K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 9.4% |
$562 - $687
|
128
$8.23K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.45KNew |
$202K - $240K
|
3.45K
$222K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$180K - $214K
|
3.08K
$198K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
$78.8K - $93.8K
|
1.35K
$86.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
955New |
$55.8K - $66.3K
|
955
$61.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
868+ 29.23% |
$50.7K - $60.3K
|
3.84K
$247K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
504New |
$29.4K - $35K
|
504
$32.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
285+ 15.05% |
$16.6K - $19.8K
|
2.18K
$140K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$11.7K - $13.9K
|
200
$12.9K
|
|