Purchases and Sales Made in Q1 2020 in Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Small Cap D (DLS) during Q1 2020. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL SMALL CAP D.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
590New |
$24.8K - $42.3K
|
590
$39.8K
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
560+ 4.4% |
$23.6K - $40.2K
|
13.3K
$895K
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
BUY
|
- |
530+ 30.3% |
$22.3K - $38K
|
2.28K
$154K
|
|
May 15, 2020
Q1 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
500New |
$21.1K - $35.9K
|
500
$33.7K
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
486+ 12.62% |
$20.5K - $34.9K
|
4.34K
$292K
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
435+ 10.16% |
$18.3K - $31.2K
|
4.72K
$318K
|
|
May 12, 2020
Q1 2020
|
Family Legacy, Inc.
|
BUY
|
- |
417+ 8.17% |
$17.6K - $29.9K
|
5.52K
$372K
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
363+ 49.12% |
$15.3K - $26K
|
1.1K
$74.3K
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
341+ 3.99% |
$14.4K - $24.5K
|
8.88K
$599K
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
BUY
|
- |
330+ 20.63% |
$13.9K - $23.7K
|
1.93K
$130K
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
301+ 6.81% |
$12.7K - $21.6K
|
4.72K
$318K
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
276+ 0.34% |
$11.6K - $19.8K
|
82.3K
$5.55M
|
|
Apr 21, 2020
Q1 2020
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
227+ 0.28% |
$9.56K - $16.3K
|
82.4K
$5.55M
|
|
May 11, 2020
Q1 2020
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
154+ 2.22% |
$6.48K - $11K
|
7.09K
$478K
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
146New |
$6.15K - $10.5K
|
146
$9.84K
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134+ 0.35% |
$5.64K - $9.61K
|
38.2K
$2.58M
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
BUY
|
- |
127New |
$5.35K - $9.11K
|
127
$8.56K
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
111+ 55.5% |
$4.67K - $7.96K
|
311
$21K
|
|
Jun 11, 2020
Q1 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
100New |
$4.21K - $7.17K
|
100
$6.74K
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
100New |
$4.21K - $7.17K
|
100
$6.74K
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64+ 711.11% |
$2.7K - $4.59K
|
73
$4.92K
|
|
May 07, 2020
Q1 2020
|
Matisse Capital
|
BUY
|
- |
40+ 0.6% |
$1.68K - $2.87K
|
6.67K
$450K
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
31New |
$1.31K - $2.22K
|
31
$2.09K
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 10.0% |
$1.26K - $2.15K
|
330
$22.2K
|
|
Apr 16, 2020
Q1 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
19+ 0.49% |
$800 - $1.36K
|
3.92K
$264K
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.6% |
$211 - $359
|
843
$56.8K
|
|
May 05, 2020
Q1 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.41% |
$126 - $215
|
734
$49.5K
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.61% |
$84.2 - $143
|
330
$22.2K
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.84% |
$42.1 - $71.7
|
120
$8.09K
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19- 0.43% |
$800 - $1.36K
|
4.35K
$293K
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-25Closed |
$1.05K - $1.79K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-45- 0.15% |
$1.89K - $3.23K
|
29.1K
$1.96M
|
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-68- 0.62% |
$2.86K - $4.88K
|
10.8K
$729K
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-69Closed |
$2.91K - $4.95K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-78Closed |
$3.28K - $5.59K
|
0
$0
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-86Closed |
$3.62K - $6.17K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102- 14.53% |
$4.3K - $7.31K
|
600
$40.5K
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-131- 7.16% |
$5.52K - $9.39K
|
1.7K
$115K
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-156Closed |
$6.57K - $11.2K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-157- 10.14% |
$6.61K - $11.3K
|
1.39K
$93.8K
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-163- 25.75% |
$6.86K - $11.7K
|
470
$31.7K
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-189Closed |
$7.96K - $13.6K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-205Closed |
$8.63K - $14.7K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-273- 10.21% |
$11.5K - $19.6K
|
2.4K
$162K
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-318- 0.62% |
$13.4K - $22.8K
|
51K
$3.44M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-332- 0.28% |
$14K - $23.8K
|
117K
$7.87M
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-356Closed |
$15K - $25.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-387- 4.19% |
$16.3K - $27.8K
|
8.85K
$597K
|
|
Apr 23, 2020
Q1 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-474- 8.36% |
$20K - $34K
|
5.19K
$350K
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-484- 4.83% |
$20.4K - $34.7K
|
9.54K
$643K
|