Purchases and Sales Made in Q4 2018 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 Q4 2018. 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2019
Q4 2018
|
Beacon Financial Group
|
BUY
|
- |
2.73K+ 5.57% |
N/A
|
51.7K
$3.48M
|
|
Feb 11, 2019
Q4 2018
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$180K
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.34K+ 189.61% |
N/A
|
3.57K
$241K
|
|
Jan 24, 2019
Q4 2018
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2K+ 27.73% |
N/A
|
9.21K
$621K
|
|
Feb 08, 2019
Q4 2018
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.96K+ 10.55% |
N/A
|
20.5K
$1.39M
|
|
Jan 24, 2019
Q4 2018
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.68K+ 2.79% |
N/A
|
61.7K
$4.16M
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 45.92% |
N/A
|
4.95K
$334K
|
|
Jan 31, 2019
Q4 2018
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.38K+ 3.53% |
N/A
|
40.3K
$2.72M
|
|
Jan 31, 2019
Q4 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31K+ 6.45% |
N/A
|
21.6K
$1.45M
|
|
Feb 14, 2019
Q4 2018
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$72K
|
|
Feb 04, 2019
Q4 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.02K+ 34.36% |
N/A
|
4K
$270K
|
|
Feb 11, 2019
Q4 2018
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
911+ 151.83% |
N/A
|
1.51K
$102K
|
|
May 18, 2021
Q4 2018
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
884+ 14.32% |
N/A
|
7.06K
$476K
|
|
Jan 22, 2019
Q4 2018
|
Signal Point Asset Management, LLC
|
BUY
|
- |
764+ 9.31% |
N/A
|
8.97K
$605K
|
|
Feb 12, 2019
Q4 2018
|
Camelot Portfolios, LLC
|
BUY
|
- |
633+ 5.51% |
N/A
|
12.1K
$817K
|
|
Feb 26, 2019
Q4 2018
|
Princeton Global Asset Management LLC
|
BUY
|
- |
622New |
N/A
|
622
$41.9K
|
|
Feb 12, 2019
Q4 2018
|
Asset Dedication, LLC
|
BUY
|
- |
510+ 54.2% |
N/A
|
1.45K
$97.8K
|
|
Jan 15, 2019
Q4 2018
|
Smithbridge Asset Management Inc
|
BUY
|
- |
449+ 2.78% |
N/A
|
16.6K
$1.12M
|
|
Feb 14, 2019
Q4 2018
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
415New |
N/A
|
415
$28K
|
|
Jan 30, 2019
Q4 2018
|
Mai Capital Management
|
BUY
|
- |
351+ 0.5% |
N/A
|
70.7K
$4.76M
|
|
Feb 15, 2019
Q4 2018
|
Wealthpoint, LLC
|
BUY
|
- |
285New |
N/A
|
285
$19.2K
|
|
Feb 08, 2019
Q4 2018
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
275+ 2.49% |
N/A
|
11.3K
$764K
|
|
Feb 07, 2019
Q4 2018
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
265New |
N/A
|
265
$17.9K
|
|
Feb 14, 2019
Q4 2018
|
Well Done, LLC
|
BUY
|
- |
215New |
N/A
|
215
$14.5K
|
|
Feb 14, 2019
Q4 2018
|
Claybrook Capital, LLC
|
BUY
|
- |
215New |
N/A
|
215
$14.5K
|
|
Nov 12, 2019
Q4 2018
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
200+ 3.32% |
N/A
|
6.22K
$419K
|
|
Jan 25, 2019
Q4 2018
|
Bell Rock Capital LLC
|
BUY
|
- |
168+ 14.62% |
N/A
|
1.32K
$88.8K
|
|
Feb 14, 2019
Q4 2018
|
Family Legacy, Inc.
|
BUY
|
- |
42+ 1.16% |
N/A
|
3.66K
$247K
|
|
Feb 12, 2019
Q4 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27New |
N/A
|
27
$1.82K
|
|
Sep 13, 2021
Q4 2018
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8+ 0.87% |
N/A
|
925
$62.4K
|
|
Feb 15, 2019
Q4 2018
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.57% |
N/A
|
1.05K
$71K
|
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.92% |
N/A
|
437
$29.5K
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.62% |
N/A
|
163
$11K
|
|
Jan 28, 2019
Q4 2018
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.88% |
N/A
|
115
$7.75K
|
|
Feb 14, 2019
Q4 2018
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.19% |
N/A
|
518
$34.9K
|
|
Jan 15, 2019
Q4 2018
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-13- 0.02% |
N/A
|
70.5K
$4.75M
|
|
Jan 30, 2019
Q4 2018
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-21- 0.1% |
N/A
|
21.5K
$1.45M
|
|
Jan 29, 2019
Q4 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.15% |
N/A
|
4.3K
$290K
|
|
Sep 07, 2021
Q4 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61- 18.15% |
N/A
|
275
$18.5K
|
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-63- 1.03% |
N/A
|
6.04K
$407K
|
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
SELL
|
- |
-72- 2.07% |
N/A
|
3.41K
$230K
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-91- 17.95% |
N/A
|
416
$28K
|
|
Jan 17, 2019
Q4 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 1.03% |
N/A
|
12.1K
$815K
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-155Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Ifg Advisory, LLC
|
SELL
|
- |
-184- 3.96% |
N/A
|
4.47K
$301K
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-200- 30.77% |
N/A
|
450
$30.3K
|
|
Feb 05, 2019
Q4 2018
|
Unison Advisors LLC
|
SELL
|
- |
-256- 1.1% |
N/A
|
23K
$1.55M
|