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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-100Closed |
$6.75K - $7.35K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-106Closed |
$7.15K - $7.79K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-117Closed |
$7.9K - $8.6K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-127Closed |
$8.57K - $9.33K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-152Closed |
$10.3K - $11.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170- 15.8% |
$11.5K - $12.5K
|
906
$55.4K
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-175- 4.93% |
$11.8K - $12.9K
|
3.38K
$207K
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-176- 61.75% |
$11.9K - $12.9K
|
109
$6.67K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-179- 3.63% |
$12.1K - $13.2K
|
4.75K
$291K
|
|
May 12, 2021
Q1 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-213- 0.43% |
$14.4K - $15.6K
|
49K
$3M
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-216- 1.25% |
$14.6K - $15.9K
|
17K
$1.04M
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-220Closed |
$14.8K - $16.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-262- 0.99% |
$17.7K - $19.2K
|
26.1K
$1.6M
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300- 2.69% |
$20.2K - $22K
|
10.8K
$664K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-307- 8.98% |
$20.7K - $22.6K
|
3.11K
$190K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-334- 0.2% |
$22.5K - $24.5K
|
163K
$10M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-356- 2.64% |
$24K - $26.2K
|
13.1K
$804K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-370- 10.76% |
$25K - $27.2K
|
3.07K
$188K
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 2.2% |
$27K - $29.4K
|
17.7K
$1.09M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-542- 4.19% |
$36.6K - $39.8K
|
12.4K
$758K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-544- 3.44% |
$36.7K - $40K
|
15.3K
$935K
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-548Closed |
$37K - $40.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-590Closed |
$39.8K - $43.3K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-705- 6.06% |
$47.6K - $51.8K
|
10.9K
$668K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-708- 1.91% |
$47.8K - $52K
|
36.3K
$2.22M
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
SELL
|
- |
-720- 5.05% |
$48.6K - $52.9K
|
13.5K
$828K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-775- 5.02% |
$52.3K - $56.9K
|
14.7K
$897K
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-881- 10.74% |
$59.4K - $64.7K
|
7.32K
$448K
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-950Closed |
$64.1K - $69.8K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
SELL
|
- |
-1.02K- 1.41% |
$69K - $75.2K
|
71.4K
$4.37M
|
|
Apr 23, 2021
Q1 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.11K- 1.4% |
$74.9K - $81.6K
|
78.2K
$4.79M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 2.15% |
$93.6K - $102K
|
63.1K
$3.86M
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 1.74% |
$93.8K - $102K
|
78.6K
$4.81M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 7.95% |
$105K - $114K
|
18K
$1.1M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 25.0% |
$107K - $117K
|
4.77K
$292K
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.21K- 7.8% |
$149K - $162K
|
26.1K
$1.6M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.22K- 55.59% |
$150K - $163K
|
1.77K
$108K
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-2.28KClosed |
$154K - $167K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Carlson Capital Management
|
SELL
|
- |
-2.31K- 1.66% |
$156K - $170K
|
137K
$8.37M
|
|
May 06, 2021
Q1 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.34K- 5.53% |
$158K - $172K
|
40K
$2.45M
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.75K- 4.44% |
$185K - $202K
|
59.1K
$3.62M
|
|
Apr 28, 2021
Q1 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.8K- 4.69% |
$189K - $206K
|
56.9K
$3.48M
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.94KClosed |
$199K - $216K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.11K- 4.27% |
$210K - $229K
|
69.8K
$4.27M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.15K- 37.33% |
$212K - $231K
|
5.28K
$323K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.54KClosed |
$239K - $260K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.6KClosed |
$243K - $264K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.96KClosed |
$267K - $291K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.07K- 25.18% |
$275K - $299K
|
12.1K
$740K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.33K- 67.53% |
$292K - $318K
|
2.08K
$127K
|