Purchases and Sales Made in Q2 2018 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 Q2 2018. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2018
Q2 2018
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
849+ 27.39% |
N/A
|
3.95K
$266K
|
|
Aug 10, 2018
Q2 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
712+ 25.81% |
N/A
|
3.47K
$234K
|
|
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
641+ 13.93% |
N/A
|
5.24K
$353K
|
|
Aug 07, 2018
Q2 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
597+ 12.85% |
N/A
|
5.24K
$353K
|
|
Jul 09, 2018
Q2 2018
|
Davenport & CO LLC
|
BUY
|
- |
589+ 9.57% |
N/A
|
6.74K
$455K
|
|
Aug 03, 2018
Q2 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
502+ 18.1% |
N/A
|
3.28K
$221K
|
|
Jul 05, 2018
Q2 2018
|
Clarus Wealth Advisors
|
BUY
|
- |
350New |
N/A
|
350
$23.6K
|
|
Jul 27, 2018
Q2 2018
|
Telos Capital Management, Inc.
|
BUY
|
- |
347+ 0.9% |
N/A
|
38.7K
$2.61M
|
|
Aug 03, 2018
Q2 2018
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
311+ 1.02% |
N/A
|
30.7K
$2.07M
|
|
Aug 10, 2018
Q2 2018
|
Envestnet Asset Management Inc
|
BUY
|
- |
288+ 0.25% |
N/A
|
116K
$7.84M
|
|
Aug 10, 2018
Q2 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
272+ 494.55% |
N/A
|
327
$22K
|
|
Jul 19, 2018
Q2 2018
|
Townsend & Associates, Inc
|
BUY
|
- |
270New |
N/A
|
270
$18.2K
|
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
235+ 3.71% |
N/A
|
6.57K
$443K
|
|
Jul 19, 2018
Q2 2018
|
Legacy Advisors, LLC
|
BUY
|
- |
220New |
N/A
|
220
$14.8K
|
|
Jul 25, 2018
Q2 2018
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
204+ 15.17% |
N/A
|
1.55K
$104K
|
|
Aug 09, 2018
Q2 2018
|
Kwmg, LLC
|
BUY
|
- |
196New |
N/A
|
196
$13.2K
|
|
Aug 14, 2018
Q2 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
146+ 1.15% |
N/A
|
12.8K
$864K
|
|
Aug 14, 2018
Q2 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
130+ 419.35% |
N/A
|
161
$10.9K
|
|
Jul 18, 2018
Q2 2018
|
Smithbridge Asset Management Inc
|
BUY
|
- |
120+ 0.79% |
N/A
|
15.4K
$1.04M
|
|
Jul 18, 2018
Q2 2018
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
115+ 1.34% |
N/A
|
8.7K
$586K
|
|
Aug 07, 2018
Q2 2018
|
Crewe Advisors LLC
|
BUY
|
- |
90+ 100.0% |
N/A
|
180
$12.1K
|
|
Aug 20, 2018
Q2 2018
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
81New |
N/A
|
81
$5.46K
|
|
Aug 14, 2018
Q2 2018
|
Barber Financial Group, Inc.
|
BUY
|
- |
73+ 0.13% |
N/A
|
55.7K
$3.76M
|
|
Jul 27, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
67New |
N/A
|
67
$4.52K
|
|
Aug 03, 2018
Q2 2018
|
Evensky & Katz LLC
|
BUY
|
- |
65+ 2.09% |
N/A
|
3.17K
$214K
|
|
Aug 14, 2018
Q2 2018
|
Family Legacy, Inc.
|
BUY
|
- |
56+ 1.58% |
N/A
|
3.6K
$242K
|
|
Aug 13, 2018
Q2 2018
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 5.61% |
N/A
|
941
$63.4K
|
|
Jul 27, 2018
Q2 2018
|
Coastline Trust CO
|
BUY
|
- |
48+ 0.11% |
N/A
|
42.2K
$2.84M
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
31New |
N/A
|
31
$2.09K
|
|
Aug 31, 2018
Q2 2018
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31+ 0.99% |
N/A
|
3.17K
$214K
|
|
Jul 26, 2018
Q2 2018
|
Signal Point Asset Management, LLC
|
BUY
|
- |
31+ 0.41% |
N/A
|
7.65K
$516K
|
|
Jul 31, 2018
Q2 2018
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
N/A
|
30
$2.02K
|
|
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
30+ 1.65% |
N/A
|
1.84K
$124K
|
|
Aug 14, 2018
Q2 2018
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28+ 8.78% |
N/A
|
347
$23.4K
|
|
Jul 13, 2018
Q2 2018
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
N/A
|
25
$1.69K
|
|
Aug 14, 2018
Q2 2018
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21+ 0.58% |
N/A
|
3.63K
$245K
|
|
Jan 08, 2024
Q2 2018
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.51% |
N/A
|
2.79K
$188K
|
|
Sep 13, 2021
Q2 2018
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10+ 1.1% |
N/A
|
917
$61.8K
|
|
Aug 10, 2018
Q2 2018
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
7+ 1.65% |
N/A
|
431
$29.1K
|
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6+ 1.2% |
N/A
|
507
$34.2K
|
|
Aug 14, 2018
Q2 2018
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.39% |
N/A
|
516
$34.8K
|
|
Aug 13, 2018
Q2 2018
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.03% |
N/A
|
3K
$203K
|
|
Nov 14, 2018
Q2 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-25- 1.67% |
N/A
|
1.48K
$99.5K
|
|
Aug 10, 2018
Q2 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 1.35% |
N/A
|
2.33K
$157K
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-54- 5.12% |
N/A
|
1K
$67.4K
|
|
Aug 07, 2018
Q2 2018
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-62- 0.09% |
N/A
|
70.1K
$4.73M
|
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO
|
SELL
|
- |
-67Closed |
N/A
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 0.21% |
N/A
|
47.8K
$3.22M
|
|
Jul 20, 2018
Q2 2018
|
Hengehold Capital Management LLC
|
SELL
|
- |
-135- 0.34% |
N/A
|
39.1K
$2.64M
|
|
Aug 03, 2018
Q2 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-138- 17.51% |
N/A
|
650
$43.8K
|