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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 4.11% |
$101K - $108K
|
35.1K
$2.36M
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
$98.6K - $105K
|
1.35K
$91K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 4.65% |
$77.3K - $82.3K
|
23.8K
$1.61M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.03K+ 7.8% |
$74.9K - $79.7K
|
14.2K
$955K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01K+ 3.87% |
$73.8K - $78.5K
|
27.1K
$1.83M
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
996+ 1.43% |
$72.8K - $77.4K
|
70.5K
$4.75M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
768+ 2.97% |
$56.1K - $59.7K
|
26.6K
$1.8M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
765+ 16.05% |
$55.9K - $59.5K
|
5.53K
$373K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
755+ 308.16% |
$55.2K - $58.7K
|
1K
$67.4K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
745+ 16.77% |
$54.4K - $57.9K
|
5.19K
$350K
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
695+ 3.48% |
$50.8K - $54K
|
20.7K
$1.39M
|
|
Jul 15, 2021
Q2 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
532+ 0.98% |
$38.9K - $41.4K
|
54.6K
$3.68M
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
493+ 11.99% |
$36K - $38.3K
|
4.61K
$310K
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
453+ 10.18% |
$33.1K - $35.2K
|
4.9K
$331K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
450+ 0.76% |
$32.9K - $35K
|
59.4K
$4.01M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
397+ 9.33% |
$29K - $30.9K
|
4.65K
$314K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
388+ 16.7% |
$28.4K - $30.2K
|
2.71K
$183K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
326+ 153.77% |
$23.8K - $25.3K
|
538
$36.3K
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
BUY
|
- |
325+ 5.06% |
$23.7K - $25.3K
|
6.74K
$455K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
306+ 1.7% |
$22.4K - $23.8K
|
18.3K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
305+ 3.99% |
$22.3K - $23.7K
|
7.95K
$536K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
245New |
$17.9K - $19K
|
245
$16.5K
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225New |
$16.4K - $17.5K
|
225
$15.2K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
197+ 3.87% |
$14.4K - $15.3K
|
5.29K
$357K
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
193+ 1.86% |
$14.1K - $15K
|
10.6K
$714K
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
BUY
|
- |
171+ 1.55% |
$12.5K - $13.3K
|
11.2K
$754K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
144+ 28.18% |
$10.5K - $11.2K
|
655
$44.2K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
143+ 2.71% |
$10.4K - $11.1K
|
5.43K
$366K
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
BUY
|
- |
90+ 0.67% |
$6.58K - $7K
|
13.6K
$918K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67+ 7.22% |
$4.9K - $5.21K
|
995
$67.1K
|
|
Aug 06, 2024
Q2 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
60+ 1.43% |
$4.38K - $4.67K
|
4.25K
$287K
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
45+ 0.52% |
$3.29K - $3.5K
|
8.65K
$583K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
42New |
$3.07K - $3.27K
|
42
$2.83K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.21% |
$1.68K - $1.79K
|
10.9K
$733K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.27% |
$1.46K - $1.56K
|
7.54K
$508K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12New |
$877 - $933
|
12
$809
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 1.4% |
$804 - $855
|
795
$53.6K
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$731 - $778
|
7.92K
$534K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 1.56% |
$585 - $622
|
520
$35.1K
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
7New |
$511 - $544
|
7
$472
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
4+ 1.17% |
$292 - $311
|
345
$23.3K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3New |
$219 - $233
|
3
$202
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 1.63% |
$146 - $156
|
125
$8.43K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 6.98% |
$219 - $233
|
40
$2.7K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5Closed |
$365 - $389
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-25- 0.62% |
$1.83K - $1.94K
|
4K
$270K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-40- 1.0% |
$2.92K - $3.11K
|
3.94K
$266K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-50- 0.46% |
$3.65K - $3.89K
|
10.9K
$733K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-53Closed |
$3.87K - $4.12K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-67- 0.92% |
$4.9K - $5.21K
|
7.22K
$487K
|