Latest Institutional Transactions on Wisdomtree Tr Intl Small Cap D (DLS)

DLS Quotes by TradingView

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
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-200
Closed
$14.6K - $15.6K
0 $0
Jul 30, 2021 Q2 2021
Essex Financial Services, Inc.

BUY
 -
7.16K
New
$523K - $556K
7.16K $474K
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-406
Closed
$29.7K - $31.6K
0 $0
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

SELL
 -
-649
Closed
$47.4K - $50.5K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
14.4K
New
$1.05M - $1.12M
14.4K $956K
Jul 01, 2021 Q2 2021
Lowe Wealth Advisors, LLC

SELL
 -
-70
Closed
$5.11K - $5.44K
0 $0
Q1 2021
May 19, 2021 Q1 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-3.96K
Closed
$267K - $291K
0 $0
May 17, 2021 Q1 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-26
Closed
$1.75K - $1.91K
0 $0
May 17, 2021 Q1 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-2.94K
Closed
$199K - $216K
0 $0
May 14, 2021 Q1 2021
Assetmark, Inc

SELL
 -
-29.5K
- 100.0%
$1.99M - $2.17M
1 $66.3
May 13, 2021 Q1 2021
Mc Carthy Asset Management, Inc.

SELL
 -
-6
Closed
$405 - $441
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-152
Closed
$10.3K - $11.2K
0 $0
May 13, 2021 Q1 2021
Bourgeon Capital Management LLC

BUY
 -
507
New
$34.2K - $37.2K
507 $33.6K
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-3
Closed
$202 - $220
0 $0
May 07, 2021 Q1 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-548
Closed
$37K - $40.3K
0 $0
May 06, 2021 Q1 2021
Institutional & Family Asset Management, LLC

SELL
 -
-176
- 61.75%
$11.9K - $12.9K
109 $7.22K
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-590
Closed
$39.8K - $43.3K
0 $0
May 04, 2021 Q1 2021
Riverpoint Wealth Management Holdings, LLC

SELL
 -
-7.14K
Closed
$482K - $525K
0 $0
Apr 29, 2021 Q1 2021
Merrion Investment Management Co, LLC

SELL
 -
-82
Closed
$5.53K - $6.02K
0 $0
Apr 26, 2021 Q1 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-19.3K
Closed
$1.3M - $1.42M
0 $0
Apr 16, 2021 Q1 2021
Roth Financial Partners LLC

SELL
 -
-4.74K
Closed
$320K - $348K
0 $0
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-220
Closed
$14.8K - $16.2K
0 $0
Apr 14, 2021 Q1 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-950
Closed
$64.1K - $69.8K
0 $0
Apr 09, 2021 Q1 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
370
New
$25K - $27.2K
370 $24.5K
Q4 2020
Feb 19, 2021 Q4 2020
First Ascent Asset Management, LLC

SELL
 -
-4.88K
Closed
$284K - $333K
0 $0
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-1.73K
- 71.88%
$100K - $118K
675 $44.7K
Feb 12, 2021 Q4 2020
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-41
Closed
$2.39K - $2.8K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-404
Closed
$23.5K - $27.6K
0 $0
Feb 01, 2021 Q4 2020
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-6.03K
Closed
$351K - $412K
0 $0
Q3 2020
Dec 11, 2020 Q3 2020
United Bank

Vienna, VA
SELL
 -
-6.23K
Closed
$347K - $383K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-684
Closed
$38.1K - $42.1K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-470
Closed
$26.2K - $28.9K
0 $0
Nov 02, 2020 Q3 2020
Trustcore Financial Services, LLC

SELL
 -
-850
Closed
$47.4K - $52.3K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-259
Closed
$14.4K - $15.9K
0 $0
Oct 23, 2020 Q3 2020
Harbor Investment Advisory, LLC

SELL
 -
-184
Closed
$10.3K - $11.3K
0 $0
Oct 21, 2020 Q3 2020
Evensky & Katz LLC

SELL
 -
-13
Closed
$725 - $800
0 $0
Oct 19, 2020 Q3 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-200
- 4.26%
$11.1K - $12.3K
4.5K $298K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.99K
- 32.22%
$89.2K - $118K
4.18K $277K
Aug 17, 2020 Q2 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-146
Closed
$6.56K - $8.71K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-500
Closed
$22.5K - $29.8K
0 $0
Aug 13, 2020 Q2 2020
Means Investment Co., Inc.

SELL
 -
-5.19K
Closed
$233K - $310K
0 $0
Aug 13, 2020 Q2 2020
Marshall Wace, LLP

London, X0
SELL
 -
-8.21K
Closed
$369K - $490K
0 $0
Aug 11, 2020 Q2 2020
Townsend Asset Management Corp

SELL
 -
-400
Closed
$18K - $23.9K
0 $0
Aug 11, 2020 Q2 2020
Stevard, LLC

Chicago, IL
SELL
 -
-219K
Closed
$9.82M - $13M
0 $0
Aug 05, 2020 Q2 2020
Biltmore Family Office, LLC

SELL
 -
-9.4K
Closed
$423K - $561K
0 $0
Jul 31, 2020 Q2 2020
Jordan Park Group LLC

SELL
 -
-5.52K
Closed
$248K - $329K
0 $0
Jul 31, 2020 Q2 2020
Lincoln National Corp

SELL
 -
-4.96K
Closed
$223K - $296K
0 $0
Jul 28, 2020 Q2 2020
American Research & Management Co.

SELL
 -
-1.33K
- 57.1%
$59.8K - $79.4K
1K $66.3K
Jul 28, 2020 Q2 2020
Matisse Capital

SELL
 -
-6.67K
Closed
$300K - $398K
0 $0

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