Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
649New |
$43.8K - $47.7K
|
649
$39.7K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
538New |
$36.3K - $39.5K
|
538
$32.9K
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
537+ 14.44% |
$36.2K - $39.5K
|
4.26K
$260K
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
507New |
$34.2K - $37.2K
|
507
$31K
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 14.19% |
$33.7K - $36.7K
|
4.02K
$246K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
406New |
$27.4K - $29.8K
|
406
$24.8K
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
370New |
$25K - $27.2K
|
370
$22.6K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
369+ 15.88% |
$24.9K - $27.1K
|
2.69K
$165K
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
BUY
|
- |
368+ 6.08% |
$24.8K - $27K
|
6.42K
$393K
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
358+ 1.0% |
$24.2K - $26.3K
|
36.1K
$2.21M
|
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
352+ 4.66% |
$23.8K - $25.9K
|
7.91K
$484K
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
344New |
$23.2K - $25.3K
|
344
$21.1K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
306New |
$20.6K - $22.5K
|
306
$18.7K
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
293+ 4.35% |
$19.8K - $21.5K
|
7.02K
$430K
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
276+ 5.73% |
$18.6K - $20.3K
|
5.09K
$312K
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
188+ 3.78% |
$12.7K - $13.8K
|
5.16K
$316K
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
181+ 3.52% |
$12.2K - $13.3K
|
5.32K
$325K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152New |
$10.3K - $11.2K
|
152
$9.3K
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
BUY
|
- |
144+ 1.32% |
$9.72K - $10.6K
|
11K
$674K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
126+ 2.57% |
$8.5K - $9.26K
|
5.02K
$307K
|
|
|
Apr 06, 2021
Q1 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
118+ 0.59% |
$7.96K - $8.67K
|
20K
$1.22M
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
61+ 0.59% |
$4.12K - $4.48K
|
10.4K
$636K
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
49New |
$3.31K - $3.6K
|
49
$3K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35+ 8.22% |
$2.36K - $2.57K
|
461
$28.2K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30+ 71.43% |
$2.02K - $2.2K
|
72
$4.41K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.75% |
$1.55K - $1.69K
|
3.1K
$190K
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
19+ 8.41% |
$1.28K - $1.4K
|
245
$15K
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$810 - $882
|
7.52K
$460K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 0.27% |
$742 - $808
|
4.11K
$252K
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.28% |
$742 - $808
|
3.98K
$244K
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5New |
$337 - $367
|
5
$306
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$135 - $147
|
784
$48K
|
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.2% |
$67.5 - $73.5
|
512
$31.3K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.29% |
$67.5 - $73.5
|
341
$20.9K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3Closed |
$202 - $220
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6Closed |
$405 - $441
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12Closed |
$810 - $882
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 80.0% |
$810 - $882
|
3
$184
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16Closed |
$1.08K - $1.18K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-26Closed |
$1.75K - $1.91K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30- 0.8% |
$2.02K - $2.2K
|
3.7K
$227K
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-35- 0.41% |
$2.36K - $2.57K
|
8.6K
$527K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38- 0.43% |
$2.56K - $2.79K
|
8.78K
$538K
|
|
|
Apr 08, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-40- 0.04% |
$2.7K - $2.94K
|
110K
$6.75M
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-51- 54.26% |
$3.44K - $3.75K
|
43
$2.63K
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
SELL
|
- |
-65- 0.09% |
$4.39K - $4.78K
|
76.1K
$4.65M
|
|
|
Apr 15, 2021
Q1 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-80- 0.16% |
$5.4K - $5.88K
|
50.1K
$3.07M
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-82Closed |
$5.53K - $6.02K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-95- 0.78% |
$6.41K - $6.98K
|
12.1K
$742K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 58.82% |
$6.75K - $7.35K
|
70
$4.28K
|