Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.84KClosed |
$162K - $275K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-3.86KClosed |
$163K - $277K
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.91KClosed |
$165K - $280K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Bcs Wealth Management
|
SELL
|
- |
-3.98KClosed |
$167K - $285K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.04KClosed |
$170K - $289K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-4.06K- 4.85% |
$171K - $291K
|
79.6K
$5.1M
|
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.08KClosed |
$172K - $293K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.64KClosed |
$195K - $332K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.74KClosed |
$199K - $340K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.79K- 40.12% |
$244K - $415K
|
8.64K
$554K
|
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6.03K- 39.06% |
$254K - $432K
|
9.4K
$603K
|
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.18KClosed |
$260K - $443K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.42KClosed |
$270K - $460K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-6.79KClosed |
$286K - $487K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-6.82KClosed |
$287K - $489K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.21KClosed |
$304K - $517K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.67K- 42.57% |
$323K - $550K
|
10.3K
$663K
|
|
|
May 11, 2020
Q1 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.87K- 31.08% |
$331K - $564K
|
17.4K
$1.12M
|
|
|
Apr 09, 2020
Q1 2020
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.88K- 13.75% |
$332K - $565K
|
49.5K
$3.17M
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.25KClosed |
$347K - $592K
|
0
$0
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-8.32K- 43.77% |
$351K - $597K
|
10.7K
$686K
|
|
|
May 11, 2020
Q1 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.54K- 22.45% |
$359K - $612K
|
29.5K
$1.89M
|
|
|
Jun 10, 2020
Q1 2020
|
Coastline Trust CO
|
SELL
|
- |
-9.79K- 19.98% |
$412K - $702K
|
39.2K
$2.51M
|
|
|
May 15, 2020
Q1 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.81K- 52.65% |
$413K - $703K
|
8.82K
$566K
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11KClosed |
$464K - $790K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.4KClosed |
$479K - $816K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.9K- 56.1% |
$501K - $854K
|
9.32K
$598K
|
|
|
Apr 22, 2020
Q1 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-14.6KClosed |
$613K - $1.04M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14.6K- 40.94% |
$614K - $1.04M
|
21K
$1.35M
|
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15K- 20.43% |
$631K - $1.07M
|
58.3K
$3.74M
|
|
|
May 13, 2020
Q1 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-15.7K- 17.71% |
$660K - $1.12M
|
72.8K
$4.67M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.1K- 7.56% |
$677K - $1.15M
|
197K
$12.6M
|
|
|
May 15, 2020
Q1 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-17.2K- 38.09% |
$723K - $1.23M
|
27.9K
$1.79M
|
|
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-18KClosed |
$757K - $1.29M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 31.87% |
$836K - $1.42M
|
42.4K
$2.72M
|
|
|
Apr 07, 2020
Q1 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-21.7KClosed |
$914K - $1.56M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.2KClosed |
$977K - $1.66M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Carlson Capital Management
|
SELL
|
- |
-23.9K- 12.96% |
$1.01M - $1.72M
|
161K
$10.3M
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.5K- 70.61% |
$1.24M - $2.12M
|
12.3K
$788K
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.4K- 23.97% |
$1.49M - $2.54M
|
112K
$7.19M
|
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-42.8KClosed |
$1.8M - $3.07M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-53.7K- 21.41% |
$2.26M - $3.85M
|
197K
$12.6M
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-63.5KClosed |
$2.67M - $4.55M
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-89.9KClosed |
$3.79M - $6.45M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-91.4K- 61.84% |
$3.85M - $6.56M
|
56.4K
$3.62M
|
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-92.6KClosed |
$3.9M - $6.64M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Meridian Financial Partners LLC
|
SELL
|
- |
-121K- 92.78% |
$5.08M - $8.65M
|
9.39K
$602K
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-146K- 96.59% |
$6.13M - $10.4M
|
5.14K
$329K
|