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 |
---|---|---|---|---|---|---|---|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70Closed |
$5.11K - $5.44K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-75- 1.2% |
$5.48K - $5.83K
|
6.16K
$415K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-76- 0.64% |
$5.55K - $5.91K
|
11.7K
$792K
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-90- 0.15% |
$6.58K - $7K
|
59K
$3.98M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-100- 3.26% |
$7.31K - $7.78K
|
2.97K
$200K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 67.11% |
$7.45K - $7.93K
|
50
$3.37K
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-130- 2.15% |
$9.5K - $10.1K
|
5.91K
$398K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-147Closed |
$10.7K - $11.4K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-166- 0.08% |
$12.1K - $12.9K
|
208K
$14M
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-171- 2.41% |
$12.5K - $13.3K
|
6.91K
$466K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-174- 4.7% |
$12.7K - $13.5K
|
3.53K
$238K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-181- 3.4% |
$13.2K - $14.1K
|
5.14K
$346K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-188- 10.62% |
$13.7K - $14.6K
|
1.58K
$107K
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-190- 5.63% |
$13.9K - $14.8K
|
3.19K
$215K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200Closed |
$14.6K - $15.6K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-221- 1.51% |
$16.1K - $17.2K
|
14.4K
$973K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 55.56% |
$18.3K - $19.4K
|
200
$13.5K
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-266- 5.67% |
$19.4K - $20.7K
|
4.43K
$298K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300- 19.1% |
$21.9K - $23.3K
|
1.27K
$85.7K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-306Closed |
$22.4K - $23.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-344Closed |
$25.1K - $26.7K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-346- 4.93% |
$25.3K - $26.9K
|
6.68K
$450K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-374- 3.03% |
$27.3K - $29.1K
|
12K
$808K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-406Closed |
$29.7K - $31.6K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-421- 0.54% |
$30.8K - $32.7K
|
78.2K
$5.27M
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-433- 1.19% |
$31.6K - $33.7K
|
35.9K
$2.42M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-439- 5.0% |
$32.1K - $34.1K
|
8.35K
$563K
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-480- 5.7% |
$35.1K - $37.3K
|
7.95K
$536K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-538Closed |
$39.3K - $41.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-560- 15.64% |
$40.9K - $43.5K
|
3.02K
$204K
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-587- 1.06% |
$42.9K - $45.6K
|
54.9K
$3.7M
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-649Closed |
$47.4K - $50.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-690- 4.94% |
$50.4K - $53.6K
|
13.3K
$895K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-697- 94.32% |
$50.9K - $54.2K
|
42
$2.83K
|
|
Jul 15, 2021
Q2 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-755- 1.51% |
$55.2K - $58.7K
|
49.4K
$3.33M
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-801- 1.15% |
$58.5K - $62.3K
|
69K
$4.65M
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-846- 1.49% |
$61.8K - $65.8K
|
56.1K
$3.78M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-849- 91.49% |
$62K - $66K
|
79
$5.33K
|
|
Aug 09, 2021
Q2 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-888- 1.59% |
$64.9K - $69K
|
54.8K
$3.7M
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-904- 12.34% |
$66.1K - $70.3K
|
6.42K
$433K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-975- 5.74% |
$71.2K - $75.8K
|
16K
$1.08M
|
|
Jul 29, 2021
Q2 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-994- 2.49% |
$72.6K - $77.3K
|
39K
$2.63M
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.02K- 0.72% |
$74.8K - $79.5K
|
141K
$9.48M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-1.05K- 1.46% |
$76.4K - $81.2K
|
70.3K
$4.74M
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.21K- 8.63% |
$88.3K - $94K
|
12.8K
$863K
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.44KClosed |
$105K - $112K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.59K- 33.51% |
$116K - $124K
|
3.16K
$213K
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.6K- 13.18% |
$117K - $124K
|
10.5K
$710K
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
SELL
|
- |
-1.65K- 99.58% |
$121K - $128K
|
7
$472
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.72K- 30.66% |
$125K - $133K
|
3.88K
$262K
|