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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-406Closed |
$29.7K - $31.6K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-649Closed |
$47.4K - $50.5K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.4KNew |
$1.05M - $1.12M
|
14.4K
$964K
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70Closed |
$5.11K - $5.44K
|
0
$0
|
|
Q1 2021 | |||||||
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.96KClosed |
$267K - $291K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.94KClosed |
$199K - $216K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-26Closed |
$1.75K - $1.91K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-100Closed |
$6.75K - $7.35K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-29.5K- 100.0% |
$1.99M - $2.17M
|
1
$66.8
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-152Closed |
$10.3K - $11.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6Closed |
$405 - $441
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
507New |
$34.2K - $37.2K
|
507
$33.9K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3Closed |
$202 - $220
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-548Closed |
$37K - $40.3K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-176- 61.75% |
$11.9K - $12.9K
|
109
$7.28K
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-590Closed |
$39.8K - $43.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-7.14KClosed |
$482K - $525K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-82Closed |
$5.53K - $6.02K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-19.3KClosed |
$1.3M - $1.42M
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Roth Financial Partners LLC
|
SELL
|
- |
-4.74KClosed |
$320K - $348K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-220Closed |
$14.8K - $16.2K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-950Closed |
$64.1K - $69.8K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
370New |
$25K - $27.2K
|
370
$24.7K
|
|
Q4 2020 | |||||||
Feb 19, 2021
Q4 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-4.88KClosed |
$284K - $333K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 71.88% |
$100K - $118K
|
675
$45.1K
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-41Closed |
$2.39K - $2.8K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-404Closed |
$23.5K - $27.6K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.03KClosed |
$351K - $412K
|
0
$0
|
|
Q3 2020 | |||||||
Dec 11, 2020
Q3 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-6.23KClosed |
$347K - $383K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-684Closed |
$38.1K - $42.1K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-470Closed |
$26.2K - $28.9K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-850Closed |
$47.4K - $52.3K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-259Closed |
$14.4K - $15.9K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-184Closed |
$10.3K - $11.3K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-13Closed |
$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
$300K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.99K- 32.22% |
$89.2K - $118K
|
4.18K
$279K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-146Closed |
$6.56K - $8.71K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-500Closed |
$22.5K - $29.8K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.19KClosed |
$233K - $310K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.21KClosed |
$369K - $490K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-400Closed |
$18K - $23.9K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-219KClosed |
$9.82M - $13M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.4KClosed |
$423K - $561K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.96KClosed |
$223K - $296K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-5.52KClosed |
$248K - $329K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Matisse Capital
|
SELL
|
- |
-6.67KClosed |
$300K - $398K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
American Research & Management Co.
|
SELL
|
- |
-1.33K- 57.1% |
$59.8K - $79.4K
|
1K
$66.8K
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-17- 20.48% |
$764 - $1.01K
|
66
$4.41K
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-67Closed |
$3.01K - $4K
|
0
$0
|