Purchases and Sales Made in Q2 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
412KNew |
$30.1M - $32M
|
412K
$27.9M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
164KNew |
$12M - $12.8M
|
164K
$11.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.5KNew |
$6.39M - $6.8M
|
87.5K
$5.93M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
55KNew |
$4.02M - $4.28M
|
55K
$3.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.7K+ 9489.15% |
$3.2M - $3.4M
|
44.2K
$2.99M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 16.77% |
$2.71M - $2.89M
|
259K
$17.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.8K+ 45.68% |
$2.11M - $2.24M
|
92K
$6.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 27.31% |
$1.32M - $1.4M
|
84.1K
$5.7M
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
14.7K+ 34.86% |
$1.08M - $1.15M
|
57.1K
$3.87M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$943K - $1M
|
12.9K
$875K
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.4K+ 41.87% |
$909K - $967K
|
42.1K
$2.86M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.4KNew |
$907K - $965K
|
12.4K
$841K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 7.28% |
$869K - $925K
|
175K
$11.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.2KNew |
$817K - $869K
|
11.2K
$758K
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
10.9K+ 229.57% |
$796K - $847K
|
15.6K
$1.06M
|
|
|
Aug 05, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
9.71KNew |
$710K - $755K
|
9.71K
$658K
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9.66K+ 55.7% |
$706K - $751K
|
27K
$1.83M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.48K+ 220.62% |
$693K - $737K
|
13.8K
$933K
|
|
|
Aug 02, 2021
Q2 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
8.34K+ 11.94% |
$610K - $649K
|
78.2K
$5.3M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.08KNew |
$591K - $628K
|
8.08K
$548K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.76K+ 40.0% |
$567K - $603K
|
27.2K
$1.84M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.72KNew |
$564K - $600K
|
7.72K
$523K
|
|
|
Jul 30, 2021
Q2 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.16KNew |
$523K - $556K
|
7.16K
$485K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.41K+ 25.18% |
$395K - $421K
|
26.9K
$1.82M
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.3K+ 20.34% |
$387K - $412K
|
31.3K
$2.12M
|
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.9K+ 6.05% |
$358K - $381K
|
86K
$5.83M
|
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.66KNew |
$341K - $362K
|
4.66K
$316K
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.57K+ 12.95% |
$334K - $356K
|
39.9K
$2.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4.33K+ 3.76% |
$316K - $336K
|
119K
$8.08M
|
|
|
Aug 12, 2021
Q2 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.78K+ 6.82% |
$276K - $294K
|
59.2K
$4.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.65KNew |
$266K - $283K
|
3.65K
$247K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.21KNew |
$234K - $249K
|
3.21K
$217K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.2KNew |
$234K - $248K
|
3.2K
$217K
|
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.16K+ 2.83% |
$231K - $246K
|
115K
$7.79M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.08K+ 25.47% |
$225K - $239K
|
15.2K
$1.03M
|
|
|
Aug 12, 2021
Q2 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
2.99K+ 3.69% |
$218K - $232K
|
84.1K
$5.7M
|
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.75KNew |
$201K - $214K
|
2.75K
$187K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.72KNew |
$199K - $212K
|
2.72K
$184K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.67K+ 43.56% |
$195K - $207K
|
8.78K
$595K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.6K+ 7.2% |
$190K - $202K
|
38.7K
$2.62M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.23K+ 14.6% |
$163K - $173K
|
17.5K
$1.19M
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
2.16K+ 6.64% |
$158K - $168K
|
34.6K
$2.35M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14K+ 17.27% |
$156K - $166K
|
14.5K
$984K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 2.63% |
$143K - $152K
|
76.4K
$5.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.68K+ 2.8% |
$122K - $130K
|
61.6K
$4.17M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
1.66K+ 2.18% |
$121K - $129K
|
77.7K
$5.27M
|
|
|
Jul 21, 2021
Q2 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.61K+ 3.06% |
$117K - $125K
|
54.2K
$3.67M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.55K+ 14.21% |
$113K - $120K
|
12.4K
$841K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 30.16% |
$111K - $118K
|
6.53K
$443K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.45K+ 2.84% |
$106K - $113K
|
52.3K
$3.55M
|