Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
24+ 0.6% |
$1.34K - $1.48K
|
4.02K
$271K
|
|
Aug 05, 2024
Q3 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23+ 0.56% |
$1.28K - $1.42K
|
4.15K
$280K
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17+ 0.43% |
$948 - $1.05K
|
3.95K
$266K
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.55% |
$167 - $185
|
545
$36.7K
|
|
Nov 09, 2020
Q3 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.07% |
$167 - $185
|
4.58K
$309K
|
|
Nov 12, 2020
Q3 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.4% |
$111 - $123
|
507
$34.2K
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.45% |
$55.7 - $61.5
|
225
$15.2K
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.06% |
$167 - $185
|
4.96K
$334K
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.15% |
$557 - $615
|
6.73K
$454K
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-13Closed |
$725 - $800
|
0
$0
|
|
May 17, 2021
Q3 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.19% |
$1.11K - $1.23K
|
10.2K
$691K
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-24Closed |
$1.34K - $1.48K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 1.86% |
$1.56K - $1.72K
|
1.48K
$99.5K
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-43- 9.62% |
$2.4K - $2.65K
|
404
$27.2K
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-59Closed |
$3.29K - $3.63K
|
0
$0
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60- 18.18% |
$3.34K - $3.69K
|
270
$18.2K
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 8.26% |
$5.07K - $5.6K
|
1.01K
$68.2K
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-111- 35.69% |
$6.19K - $6.83K
|
200
$13.5K
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-112- 0.8% |
$6.24K - $6.89K
|
13.8K
$931K
|
|
Oct 20, 2020
Q3 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-113- 1.98% |
$6.3K - $6.95K
|
5.59K
$377K
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-125- 14.29% |
$6.97K - $7.69K
|
750
$50.6K
|
|
Nov 03, 2020
Q3 2020
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-148- 1.75% |
$8.25K - $9.11K
|
8.29K
$559K
|
|
Oct 13, 2020
Q3 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-154- 0.33% |
$8.58K - $9.48K
|
46.8K
$3.15M
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-184Closed |
$10.3K - $11.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-198- 0.69% |
$11K - $12.2K
|
28.3K
$1.91M
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-200- 4.26% |
$11.1K - $12.3K
|
4.5K
$303K
|
|
Oct 27, 2020
Q3 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-236- 0.49% |
$13.2K - $14.5K
|
47.5K
$3.2M
|
|
Nov 16, 2020
Q3 2020
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-239- 2.76% |
$13.3K - $14.7K
|
8.43K
$568K
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-259Closed |
$14.4K - $15.9K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-275- 7.12% |
$15.3K - $16.9K
|
3.59K
$242K
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-284- 2.63% |
$15.8K - $17.5K
|
10.5K
$709K
|
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-344- 2.98% |
$19.2K - $21.2K
|
11.2K
$754K
|
|
Oct 13, 2020
Q3 2020
|
Beacon Financial Group
|
SELL
|
- |
-351- 0.63% |
$19.6K - $21.6K
|
55.7K
$3.75M
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 2.16% |
$22.3K - $24.6K
|
18.1K
$1.22M
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-407- 9.01% |
$22.7K - $25K
|
4.11K
$277K
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-470Closed |
$26.2K - $28.9K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-575- 0.71% |
$32.1K - $35.4K
|
80.7K
$5.44M
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-600Closed |
$33.4K - $36.9K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-626- 3.21% |
$34.9K - $38.5K
|
18.9K
$1.27M
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-626- 7.56% |
$34.9K - $38.5K
|
7.66K
$516K
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-664- 3.21% |
$37K - $40.9K
|
20K
$1.35M
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-684Closed |
$38.1K - $42.1K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-744- 8.16% |
$41.5K - $45.8K
|
8.38K
$565K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-751- 9.35% |
$41.9K - $46.2K
|
7.28K
$491K
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-783- 15.84% |
$43.6K - $48.2K
|
4.16K
$280K
|
|
Nov 12, 2020
Q3 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-808- 1.09% |
$45K - $49.7K
|
73.5K
$4.95M
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-850Closed |
$47.4K - $52.3K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.03K- 9.97% |
$57.2K - $63.1K
|
9.27K
$625K
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 4.42% |
$67.7K - $74.7K
|
26.3K
$1.77M
|
|
Nov 12, 2020
Q3 2020
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-1.23K- 1.66% |
$68.4K - $75.6K
|
72.6K
$4.89M
|