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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-80- 4.21% |
$4.96K - $5.55K
|
1.82K
$116K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
641+ 17.11% |
$39.7K - $44.5K
|
4.39K
$279K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-298- 0.92% |
$18.5K - $20.7K
|
31.9K
$2.03M
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-273- 3.02% |
$16.9K - $18.9K
|
8.77K
$558K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.97K- 25.64% |
$122K - $136K
|
5.7K
$363K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-91- 0.62% |
$5.64K - $6.31K
|
14.6K
$932K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 3.28% |
$71K - $79.4K
|
33.8K
$2.15M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.8K- 3.12% |
$112K - $125K
|
56K
$3.56M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.19K- 14.05% |
$73.4K - $82.2K
|
7.25K
$461K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
429+ 11.57% |
$26.6K - $29.8K
|
4.14K
$263K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-77- 4.28% |
$4.77K - $5.34K
|
1.72K
$110K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.9K- 86.56% |
$2.47M - $2.77M
|
6.19K
$394K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-208- 0.26% |
$12.9K - $14.4K
|
80.9K
$5.15M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 30.51% |
$720K - $806K
|
26.5K
$1.69M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.74K- 4.17% |
$480K - $537K
|
178K
$11.3M
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
43+ 0.55% |
$2.66K - $2.98K
|
7.86K
$501K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
171+ 0.31% |
$10.6K - $11.9K
|
55.9K
$3.56M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-320- 0.4% |
$19.8K - $22.2K
|
80.4K
$5.12M
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
144+ 3.7% |
$8.92K - $9.99K
|
4.04K
$257K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 6.21% |
$3.53K - $3.95K
|
861
$54.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-492- 27.46% |
$30.5K - $34.1K
|
1.3K
$82.8K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-999- 99.9% |
$61.9K - $69.3K
|
1
$63.7
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
65New |
$4.03K - $4.51K
|
65
$4.14K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 0.66% |
$5.02K - $5.62K
|
12.4K
$791K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.47K- 96.02% |
$587K - $657K
|
393
$25K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-22.7K- 62.19% |
$1.41M - $1.58M
|
13.8K
$880K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
890+ 1.96% |
$55.2K - $61.7K
|
46.3K
$2.95M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-214- 0.59% |
$13.3K - $14.8K
|
36K
$2.29M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.93K- 8.28% |
$120K - $134K
|
21.4K
$1.36M
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.17K- 5.74% |
$135K - $151K
|
35.7K
$2.27M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-43K- 43.76% |
$2.67M - $2.99M
|
55.3K
$3.52M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
90+ 0.63% |
$5.58K - $6.24K
|
14.3K
$911K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1New |
$62 - $69.4
|
1
$63.7
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.89K+ 9.44% |
$117K - $131K
|
22K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-217- 3.06% |
$13.4K - $15.1K
|
6.89K
$439K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.19K- 3.75% |
$73.5K - $82.3K
|
30.4K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-686- 10.3% |
$42.5K - $47.6K
|
5.97K
$380K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.62K- 1.84% |
$100K - $112K
|
86.5K
$5.51M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
809+ 1.09% |
$50.1K - $56.1K
|
75.1K
$4.78M
|
|
Q2 2024 | |||||||
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 25.0% |
$500 - $535
|
40
$2.55K
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-24.9K- 56.65% |
$1.56M - $1.67M
|
19.1K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.01% |
$62.5 - $66.9
|
10.9K
$694K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-59- 0.21% |
$3.69K - $3.95K
|
28.5K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
223K+ 1335.08% |
$14M - $14.9M
|
240K
$15.3M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-395Closed |
$24.7K - $26.4K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.12K+ 75.54% |
$195K - $209K
|
7.26K
$462K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.18K+ 0.53% |
$73.9K - $79.1K
|
226K
$14.4M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$62.5 - $66.9
|
1
$63.7
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-294- 6.13% |
$18.4K - $19.7K
|
4.51K
$287K
|