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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$754 - $897
|
14
$928
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.27KNew |
$284K - $338K
|
5.27K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-353- 1.34% |
$19K - $22.6K
|
26.1K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-315- 5.5% |
$17K - $20.2K
|
5.42K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
741+ 2.09% |
$39.9K - $47.5K
|
36.2K
$2.4M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.84K- 7.34% |
$261K - $310K
|
61.1K
$4.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-45- 25.71% |
$2.43K - $2.88K
|
130
$8.61K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$281K - $305K
|
4.91K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.47% |
$57.3 - $62.1
|
69
$4.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.7KNew |
$212K - $230K
|
3.7K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 161.62% |
$863K - $935K
|
24.4K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.67K- 26.09% |
$95.8K - $104K
|
4.74K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.22K- 4.24% |
$69.9K - $75.8K
|
27.6K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-451- 40.59% |
$25.8K - $28K
|
660
$43.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$57.3 - $62.1
|
1
$66.3
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-9.23K- 3.69% |
$529K - $573K
|
241K
$16M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-81- 1.26% |
$4.64K - $5.03K
|
6.36K
$421K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
170New |
$9.73K - $10.5K
|
170
$11.3K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-42Closed |
$2.45K - $2.63K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.2K- 44.29% |
$187K - $200K
|
4.02K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-200- 2.87% |
$11.7K - $12.5K
|
6.78K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.2K- 51.22% |
$245K - $263K
|
4K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
185New |
$10.8K - $11.6K
|
185
$12.3K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
13New |
$758 - $814
|
13
$861
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
207New |
$12.1K - $13K
|
207
$13.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 1.92% |
$233 - $250
|
212
$14K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 10.91% |
$1.75K - $1.88K
|
245
$16.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-12.1K- 77.84% |
$708K - $759K
|
3.45K
$229K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-117K- 95.01% |
$6.81M - $7.31M
|
6.12K
$406K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$4.2K - $4.51K
|
72
$4.77K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-160- 29.52% |
$9.33K - $10K
|
382
$25.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.5K+ 13.77% |
$848K - $910K
|
120K
$7.96M
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$1.16K - $1.28K
|
20
$1.33K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-213- 4.35% |
$12.4K - $13.6K
|
4.68K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.29KNew |
$133K - $146K
|
2.29K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.14K- 75.83% |
$183K - $201K
|
1K
$66.4K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.9KNew |
$869K - $954K
|
14.9K
$990K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 5.46% |
$11.6K - $12.8K
|
3.47K
$230K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$196K - $215K
|
3.37K
$223K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.77% |
$2.73K - $3K
|
6.15K
$408K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$23.3K - $25.5K
|
400
$26.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
775+ 2.77% |
$45.1K - $49.5K
|
28.7K
$1.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.35KNew |
$195K - $214K
|
3.35K
$222K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.99KNew |
$115K - $127K
|
1.99K
$132K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.02K- 51.44% |
$234K - $257K
|
3.8K
$251K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
130New |
$7.56K - $8.3K
|
130
$8.61K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-779- 52.67% |
$45.3K - $49.8K
|
700
$46.4K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$434K - $508K
|
8.55K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$10.2K - $11.9K
|
200
$13.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.6K- 12.09% |
$487K - $571K
|
69.8K
$4.62M
|
|