Latest Institutional Purchases of Wisdomtree Tr Intl Small Cap D (DLS)

DLS Quotes by TradingView

This list provides information on the latest institutional transactions involving Wisdomtree Tr Intl Small Cap D (DLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
20
New
$1.08K - $1.28K
20 $1.27K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
14
New
$754 - $897
14 $892
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
3
New
$162 - $192
3 $191
Q3 2023
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
15.1K
+ 161.62%
$863K - $935K
24.4K $1.55M
Aug 08, 2024 Q3 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
4.91K
New
$281K - $305K
4.91K $313K
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
4.1K
New
$235K - $255K
4.1K $261K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.7K
New
$212K - $230K
3.7K $236K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
170
New
$9.73K - $10.5K
170 $10.8K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 1.47%
$57.3 - $62.1
69 $4.39K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
1
New
$57.3 - $62.1
1 $63.7
Q2 2023
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
207
New
$12.1K - $13K
207 $13.2K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
185
New
$10.8K - $11.6K
185 $11.8K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
72
New
$4.2K - $4.51K
72 $4.58K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
13
New
$758 - $814
13 $828
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
4
+ 1.92%
$233 - $250
212 $13.5K
Q1 2023
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
14.9K
New
$869K - $954K
14.9K $951K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
3.37K
New
$196K - $215K
3.37K $215K
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
3.35K
New
$195K - $214K
3.35K $213K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.29K
New
$133K - $146K
2.29K $146K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.99K
New
$115K - $127K
1.99K $126K
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
775
+ 2.77%
$45.1K - $49.5K
28.7K $1.83M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
400
New
$23.3K - $25.5K
400 $25.5K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
130
New
$7.56K - $8.3K
130 $8.28K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
47
+ 0.77%
$2.73K - $3K
6.15K $392K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
20
New
$1.16K - $1.28K
20 $1.27K
Q4 2022
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.55K
New
$434K - $508K
8.55K $544K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
350
New
$17.8K - $20.8K
350 $22.3K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
200
New
$10.2K - $11.9K
200 $12.7K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
1
+ 0.52%
$50.8 - $59.5
194 $12.4K
Q3 2022
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
25.7K
New
$1.31M - $1.61M
25.7K $1.64M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
19.1K
+ 100.59%
$974K - $1.19M
38K $2.42M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
3.59K
New
$183K - $224K
3.59K $229K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
1.53K
+ 44.0%
$78.1K - $95.5K
5K $319K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
886
New
$45.2K - $55.3K
886 $56.4K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
500
New
$25.5K - $31.2K
500 $31.8K
Oct 19, 2022 Q3 2022
West Branch Capital LLC

BUY
 -
300
New
$15.3K - $18.7K
300 $19.1K
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
270
+ 4.04%
$13.8K - $16.9K
6.95K $443K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
88
+ 0.43%
$4.49K - $5.5K
20.6K $1.31M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
44
New
$2.25K - $2.75K
44 $2.8K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
37
+ 0.91%
$1.89K - $2.31K
4.13K $263K
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
11
+ 9.4%
$562 - $687
128 $8.15K
Q2 2022
Aug 09, 2022 Q2 2022
Altrius Capital Management Inc

New Bern, NC
BUY
 -
3.45K
New
$202K - $240K
3.45K $220K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
3.08K
New
$180K - $214K
3.08K $196K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
1.35K
New
$78.8K - $93.8K
1.35K $86K
Aug 05, 2022 Q2 2022
Motco

BUY
 -
955
New
$55.8K - $66.3K
955 $60.8K
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

BUY
 -
868
+ 29.23%
$50.7K - $60.3K
3.84K $244K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
504
New
$29.4K - $35K
504 $32.1K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
285
+ 15.05%
$16.6K - $19.8K
2.18K $139K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
200
New
$11.7K - $13.9K
200 $12.7K

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