Purchases and Sales Made in Q2 2019 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 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2019
Q2 2019
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.08K+ 9.48% |
N/A
|
12.4K
$793K
|
|
|
Jul 08, 2019
Q2 2019
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
898+ 4.25% |
N/A
|
22K
$1.4M
|
|
|
Jul 25, 2019
Q2 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
850New |
N/A
|
850
$54.2K
|
|
|
Aug 16, 2019
Q2 2019
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
797+ 20.12% |
N/A
|
4.76K
$304K
|
|
|
Aug 05, 2019
Q2 2019
|
Heritage Wealth Advisors
|
BUY
|
- |
739+ 637.07% |
N/A
|
855
$54.5K
|
|
|
Aug 09, 2019
Q2 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
667+ 10.96% |
N/A
|
6.75K
$431K
|
|
|
Jul 19, 2019
Q2 2019
|
Meridian Wealth Management, LLC
|
BUY
|
- |
616New |
N/A
|
616
$39.3K
|
|
|
Aug 06, 2019
Q2 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
602+ 1.71% |
N/A
|
35.9K
$2.29M
|
|
|
Sep 06, 2019
Q2 2019
|
Princeton Global Asset Management LLC
|
BUY
|
- |
582+ 110.86% |
N/A
|
1.11K
$70.6K
|
|
|
Aug 06, 2019
Q2 2019
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
555+ 0.56% |
N/A
|
99.5K
$6.35M
|
|
|
Aug 01, 2019
Q2 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
501+ 40.63% |
N/A
|
1.73K
$111K
|
|
|
May 18, 2021
Q2 2019
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 4.65% |
N/A
|
9.07K
$579K
|
|
|
Jul 11, 2019
Q2 2019
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
350+ 5.66% |
N/A
|
6.54K
$417K
|
|
|
Aug 06, 2019
Q2 2019
|
Evensky & Katz LLC
|
BUY
|
- |
348+ 4.07% |
N/A
|
8.9K
$568K
|
|
|
Jul 09, 2019
Q2 2019
|
Rda Financial Network
|
BUY
|
- |
333+ 4.35% |
N/A
|
7.98K
$509K
|
|
|
Aug 05, 2019
Q2 2019
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
304+ 2.7% |
N/A
|
11.6K
$738K
|
|
|
Aug 07, 2019
Q2 2019
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 1.46% |
N/A
|
20.8K
$1.33M
|
|
|
Aug 14, 2019
Q2 2019
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
235+ 1.2% |
N/A
|
19.8K
$1.26M
|
|
|
Aug 12, 2019
Q2 2019
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
234+ 1.08% |
N/A
|
21.8K
$1.39M
|
|
|
Nov 19, 2019
Q2 2019
|
Global Retirement Partners, LLC
|
BUY
|
- |
212+ 78.52% |
N/A
|
482
$30.8K
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
209+ 1.94% |
N/A
|
11K
$700K
|
|
|
Aug 19, 2019
Q2 2019
|
Colony Group LLC
Boston, MA |
BUY
|
- |
205+ 6.55% |
N/A
|
3.34K
$213K
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200+ 42.55% |
N/A
|
670
$42.7K
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
200New |
N/A
|
200
$12.8K
|
|
|
Jul 25, 2019
Q2 2019
|
Family Legacy, Inc.
|
BUY
|
- |
178+ 4.03% |
N/A
|
4.6K
$293K
|
|
|
Jul 10, 2019
Q2 2019
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
170New |
N/A
|
170
$10.8K
|
|
|
Jul 26, 2019
Q2 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163+ 2.24% |
N/A
|
7.45K
$476K
|
|
|
Aug 14, 2019
Q2 2019
|
Marietta Wealth Management, LLC
|
BUY
|
- |
160+ 0.42% |
N/A
|
38.2K
$2.44M
|
|
|
Aug 14, 2019
Q2 2019
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116+ 0.23% |
N/A
|
50.5K
$3.22M
|
|
|
Jul 09, 2019
Q2 2019
|
Smithbridge Asset Management Inc
|
BUY
|
- |
115+ 0.67% |
N/A
|
17.2K
$1.1M
|
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
BUY
|
- |
113+ 7.5% |
N/A
|
1.62K
$103K
|
|
|
Aug 02, 2024
Q2 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
104+ 3.28% |
N/A
|
3.28K
$209K
|
|
|
Aug 15, 2019
Q2 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
78New |
N/A
|
78
$4.98K
|
|
|
Aug 13, 2019
Q2 2019
|
Matisse Capital
|
BUY
|
- |
19+ 0.3% |
N/A
|
6.42K
$410K
|
|
|
Aug 12, 2019
Q2 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5New |
N/A
|
5
$319
|
|
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.04% |
N/A
|
7.61K
$485K
|
|
|
Aug 07, 2019
Q2 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 1.84% |
N/A
|
166
$10.6K
|
|
|
Aug 06, 2019
Q2 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
N/A
|
34.4K
$2.19M
|
|
|
Jul 26, 2019
Q2 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 66.67% |
N/A
|
1
$63.8
|
|
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-35- 3.19% |
N/A
|
1.06K
$67.7K
|
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-78- 4.47% |
N/A
|
1.67K
$106K
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 7.39% |
N/A
|
1.88K
$120K
|
|
|
Aug 06, 2019
Q2 2019
|
Acg Wealth
|
SELL
|
- |
-161- 4.67% |
N/A
|
3.29K
$210K
|
|
|
Jul 11, 2019
Q2 2019
|
Unison Advisors LLC
|
SELL
|
- |
-167- 0.73% |
N/A
|
22.7K
$1.45M
|
|
|
Aug 13, 2019
Q2 2019
|
Us Bancorp \De\
|
SELL
|
- |
-172- 3.51% |
N/A
|
4.73K
$302K
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-208Closed |
N/A
|
0
$0
|