Latest Institutional Transactions on Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Small Cap D (DLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.55K- 24.96% |
$96.9K - $106K
|
4.65K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-691- 9.13% |
$43.3K - $47.3K
|
6.87K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
167+ 2.82% |
$10.5K - $11.4K
|
6.09K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.67K- 10.86% |
$230K - $251K
|
30.1K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-20.6K- 15.61% |
$1.29M - $1.41M
|
112K
$7.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-159- 3.13% |
$9.97K - $10.9K
|
4.93K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.04K+ 2.11% |
$65.1K - $71.1K
|
50.3K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-830- 6.68% |
$52K - $56.8K
|
11.6K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
22+ 1.28% |
$1.38K - $1.51K
|
1.74K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.8K+ 5.02% |
$176K - $192K
|
58.7K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-780- 3.46% |
$48.9K - $53.4K
|
21.8K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17.8K- 2.17% |
$1.12M - $1.22M
|
804K
$51.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-20- 0.36% |
$1.25K - $1.37K
|
5.54K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.18K- 23.02% |
$199K - $218K
|
10.6K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-4- 0.12% |
$251 - $274
|
3.27K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2K- 6.98% |
$125K - $137K
|
26.7K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.78K+ 2.2% |
$112K - $122K
|
82.7K
$5.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.68K- 11.44% |
$105K - $115K
|
13K
$831K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.37K- 12.11% |
$274K - $299K
|
31.7K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
163+ 1.31% |
$10.2K - $11.2K
|
12.6K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-93- 2.25% |
$5.83K - $6.37K
|
4.04K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-527- 0.66% |
$33K - $36.1K
|
79.9K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-435- 7.63% |
$27.3K - $29.8K
|
5.27K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.22KNew |
$76.5K - $83.5K
|
1.22K
$78.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.27K+ 3.03% |
$143K - $156K
|
77.4K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
78+ 0.89% |
$4.89K - $5.34K
|
8.85K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 47.37% |
$7.34K - $8.01K
|
130
$8.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.87K- 25.84% |
$493K - $539K
|
22.6K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-305- 5.11% |
$19.1K - $20.9K
|
5.67K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.54K+ 4.38% |
$159K - $174K
|
60.4K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.46K+ 5.13% |
$217K - $237K
|
70.8K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.54K+ 10.91% |
$159K - $174K
|
25.8K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
23.4KNew |
$1.47M - $1.6M
|
23.4K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.1K+ 36.4% |
$1.26M - $1.38M
|
75.5K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.03K- 1.19% |
$64.8K - $70.7K
|
85.5K
$5.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-217- 5.29% |
$13.6K - $14.9K
|
3.89K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.67K+ 7.81% |
$105K - $115K
|
23.1K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
479New |
$30K - $32.8K
|
479
$30.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-841- 12.21% |
$52.7K - $57.6K
|
6.05K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.71KNew |
$358K - $391K
|
5.71K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.78K+ 10.58% |
$237K - $259K
|
39.5K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 9.66% |
$206K - $225K
|
30.7K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.72% |
$62.7 - $68.5
|
59
$3.78K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-170- 1.19% |
$10.7K - $11.6K
|
14.1K
$906K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.21% |
$125 - $137
|
167
$10.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
858New |
$53.8K - $58.7K
|
858
$55K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.05K- 44.63% |
$499K - $558K
|
9.98K
$640K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-969- 5.34% |
$60K - $67.2K
|
17.2K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.12K- 63.49% |
$69.4K - $77.7K
|
644
$41.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.15K- 2.01% |
$257K - $288K
|
203K
$13M
|
|