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 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
656+ 9.23% |
$41K - $43.9K
|
7.77K
$582K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
201New |
$12.6K - $13.4K
|
201
$15K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152New |
$9.5K - $10.2K
|
152
$11.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145New |
$9.06K - $9.7K
|
145
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
98New |
$6.12K - $6.56K
|
98
$7.34K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
59New |
$3.69K - $3.95K
|
59
$4.42K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.62K - $1.74K
|
26
$1.95K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16+ 0.44% |
$1K - $1.07K
|
3.64K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.35% |
$875 - $936
|
3.98K
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 13.75% |
$687 - $736
|
91
$6.81K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.01% |
$62.5 - $66.9
|
10.9K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$62.5 - $66.9
|
1
$74.9
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.41KNew |
$393K - $419K
|
6.41K
$480K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.2KNew |
$196K - $209K
|
3.2K
$239K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.37K+ 33.16% |
$145K - $155K
|
9.51K
$712K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.98K+ 37.53% |
$122K - $130K
|
7.27K
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.63K+ 6.29% |
$100K - $107K
|
27.6K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 21.59% |
$69.8K - $74.4K
|
6.41K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
903+ 12.59% |
$55.4K - $59.1K
|
8.07K
$604K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$30.7K - $32.7K
|
500
$37.4K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
278+ 7.25% |
$17.1K - $18.2K
|
4.11K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70New |
$4.29K - $4.58K
|
70
$5.24K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
54+ 1.32% |
$3.31K - $3.53K
|
4.14K
$310K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
42New |
$2.58K - $2.75K
|
42
$3.14K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$1.6K - $1.7K
|
26
$1.95K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13+ 0.34% |
$798 - $850
|
3.84K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.67% |
$368 - $392
|
895
$67K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.71% |
$61.4 - $65.4
|
141
$10.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$61.4 - $65.4
|
570
$42.7K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.27KNew |
$284K - $338K
|
5.27K
$395K
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.22KNew |
$174K - $206K
|
3.22K
$241K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
741+ 2.09% |
$39.9K - $47.5K
|
36.2K
$2.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
492New |
$26.5K - $31.5K
|
492
$36.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
94New |
$5.07K - $6.02K
|
94
$7.04K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
30New |
$1.62K - $1.92K
|
30
$2.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.08K - $1.28K
|
20
$1.5K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$162 - $192
|
3
$225
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 161.62% |
$863K - $935K
|
24.4K
$1.83M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$281K - $305K
|
4.91K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7KNew |
$212K - $230K
|
3.7K
$277K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
170New |
$9.73K - $10.5K
|
170
$12.7K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.47% |
$57.3 - $62.1
|
69
$5.17K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$57.3 - $62.1
|
1
$74.9
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.5K+ 13.77% |
$848K - $910K
|
120K
$8.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
207New |
$12.1K - $13K
|
207
$15.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$4.2K - $4.51K
|
72
$5.39K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
13New |
$758 - $814
|
13
$973
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 1.92% |
$233 - $250
|
212
$15.9K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.9KNew |
$869K - $954K
|
14.9K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$196K - $215K
|
3.37K
$253K
|
|