Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
144+ 3.29% |
$6.47K - $8.59K
|
4.52K
$290K
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
110+ 1.03% |
$4.95K - $6.56K
|
10.8K
$693K
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41New |
$1.84K - $2.45K
|
41
$2.63K
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26New |
$1.17K - $1.55K
|
26
$1.67K
|
|
|
Aug 13, 2020
Q2 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$1.08K - $1.43K
|
24
$1.54K
|
|
|
Jul 15, 2020
Q2 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.25% |
$450 - $597
|
3.93K
$252K
|
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
7+ 5.83% |
$315 - $418
|
127
$8.14K
|
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 3.94% |
$225 - $298
|
122
$7.82K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-17- 20.48% |
$764 - $1.01K
|
66
$4.23K
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-20- 0.42% |
$899 - $1.19K
|
4.7K
$301K
|
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-39- 0.57% |
$1.75K - $2.33K
|
6.74K
$432K
|
|
|
Sep 18, 2020
Q2 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-59- 0.94% |
$2.65K - $3.52K
|
6.23K
$399K
|
|
|
Jul 27, 2020
Q2 2020
|
Mai Capital Management
|
SELL
|
- |
-67- 0.09% |
$3.01K - $4K
|
76.1K
$4.88M
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-67Closed |
$3.01K - $4K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-69- 0.97% |
$3.1K - $4.12K
|
7.02K
$450K
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-73Closed |
$3.28K - $4.36K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-130- 7.96% |
$5.84K - $7.76K
|
1.5K
$96.5K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-146Closed |
$6.56K - $8.71K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Carlson Capital Management
|
SELL
|
- |
-169- 0.11% |
$7.6K - $10.1K
|
161K
$10.3M
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 3.8% |
$8.77K - $11.6K
|
4.94K
$317K
|
|
|
Jul 27, 2020
Q2 2020
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-219- 1.52% |
$9.85K - $13.1K
|
14.2K
$913K
|
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-229- 31.2% |
$10.3K - $13.7K
|
505
$32.4K
|
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-283Closed |
$12.7K - $16.9K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
SELL
|
- |
-305- 1.97% |
$13.7K - $18.2K
|
15.2K
$973K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-330Closed |
$14.8K - $19.7K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 28.57% |
$15.7K - $20.9K
|
875
$56.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-400Closed |
$18K - $23.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-500Closed |
$22.5K - $29.8K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-512- 11.81% |
$23K - $30.6K
|
3.83K
$245K
|
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-523- 4.83% |
$23.5K - $31.2K
|
10.3K
$660K
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-561- 12.9% |
$25.2K - $33.5K
|
3.79K
$243K
|
|
|
Jul 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-564- 0.69% |
$25.4K - $33.7K
|
81.7K
$5.24M
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-647- 10.18% |
$29.1K - $38.6K
|
5.71K
$366K
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-713- 84.58% |
$32.1K - $42.6K
|
130
$8.34K
|
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-720- 15.25% |
$32.4K - $43K
|
4K
$257K
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-880- 45.6% |
$39.6K - $52.5K
|
1.05K
$67.3K
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-985- 52.09% |
$44.3K - $58.8K
|
906
$58.1K
|
|
|
Aug 04, 2020
Q2 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 1.33% |
$49.3K - $65.4K
|
81.3K
$5.21M
|
|
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 67.29% |
$56.4K - $74.9K
|
610
$39.1K
|
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
SELL
|
- |
-1.32K- 2.3% |
$59.3K - $78.7K
|
56K
$3.59M
|
|
|
Jul 28, 2020
Q2 2020
|
American Research & Management Co.
|
SELL
|
- |
-1.33K- 57.1% |
$59.8K - $79.4K
|
1K
$64.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.48K- 86.82% |
$66.3K - $88K
|
224
$14.4K
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.5K- 7.48% |
$67.4K - $89.5K
|
18.5K
$1.19M
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 5.73% |
$75.1K - $99.7K
|
27.5K
$1.76M
|
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.78K- 10.24% |
$79.8K - $106K
|
15.6K
$998K
|
|
|
Aug 13, 2020
Q2 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.87K- 31.81% |
$84.3K - $112K
|
4.02K
$258K
|
|
|
Aug 05, 2020
Q2 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.93K- 5.19% |
$86.8K - $115K
|
35.3K
$2.26M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.99K- 32.22% |
$89.2K - $118K
|
4.18K
$268K
|
|
|
Aug 11, 2020
Q2 2020
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.08K- 19.37% |
$93.6K - $124K
|
8.67K
$556K
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-2.13K- 3.5% |
$95.7K - $127K
|
58.8K
$3.77M
|