Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Small Cap D (DLS) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL SMALL CAP D.
| 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
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-53- 1.7% |
$3.16K - $3.98K
|
3.06K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-82- 0.21% |
$4.88K - $6.16K
|
38.7K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-197- 4.7% |
$11.7K - $14.8K
|
3.99K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-243- 6.56% |
$14.5K - $18.3K
|
3.46K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 2.91% |
$17.8K - $22.5K
|
9.98K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-373- 8.5% |
$22.2K - $28K
|
4.01K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-393- 10.71% |
$23.4K - $29.5K
|
3.28K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-398- 46.39% |
$23.7K - $29.9K
|
460
$34.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-655- 5.1% |
$39K - $49.2K
|
12.2K
$912K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-706- 3.14% |
$42.1K - $53K
|
21.7K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-733- 8.73% |
$43.7K - $55.1K
|
7.66K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 3.66% |
$62.4K - $78.7K
|
27.6K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.24K- 1.76% |
$73.7K - $92.9K
|
69.2K
$5.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-17.6K- 78.71% |
$1.05M - $1.32M
|
4.76K
$356K
|