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 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-2.27K- 99.43% |
$102K - $135K
|
13
$813
|
|
Jul 23, 2020
Q2 2020
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.3K- 3.67% |
$104K - $138K
|
60.5K
$3.79M
|
|
Aug 13, 2020
Q2 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.39K- 27.05% |
$107K - $142K
|
6.44K
$403K
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$108K - $143K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.41K- 3.14% |
$108K - $144K
|
74.3K
$4.65M
|
|
Jul 23, 2020
Q2 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.3K- 6.46% |
$148K - $197K
|
47.7K
$2.99M
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-3.35K- 98.27% |
$150K - $200K
|
59
$3.69K
|
|
Jul 31, 2020
Q2 2020
|
Comerica Bank
|
SELL
|
- |
-3.4K- 4.72% |
$153K - $203K
|
68.5K
$4.29M
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.06K- 43.5% |
$182K - $242K
|
5.27K
$330K
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.09K- 5.2% |
$184K - $244K
|
74.7K
$4.67M
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.25K- 34.63% |
$191K - $254K
|
8.03K
$502K
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.29K- 24.6% |
$193K - $256K
|
13.2K
$823K
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.4K- 46.97% |
$198K - $262K
|
4.96K
$311K
|
|
Aug 12, 2020
Q2 2020
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.45K- 45.73% |
$200K - $266K
|
5.28K
$331K
|
|
Aug 04, 2020
Q2 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.69K- 18.34% |
$211K - $280K
|
20.9K
$1.31M
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.74K- 50.91% |
$213K - $283K
|
4.57K
$286K
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.96KClosed |
$223K - $296K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.19KClosed |
$233K - $310K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.29K- 12.47% |
$238K - $316K
|
37.2K
$2.32M
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-5.52KClosed |
$248K - $329K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.54K- 45.58% |
$249K - $330K
|
6.61K
$414K
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.68K- 27.01% |
$255K - $339K
|
15.3K
$960K
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.75K- 40.42% |
$258K - $343K
|
8.47K
$530K
|
|
Aug 12, 2020
Q2 2020
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-5.8K- 7.29% |
$261K - $346K
|
73.8K
$4.62M
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.08K- 37.88% |
$274K - $363K
|
9.98K
$624K
|
|
Aug 11, 2020
Q2 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.56K- 5.09% |
$295K - $391K
|
122K
$7.65M
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.64K- 74.75% |
$298K - $396K
|
2.24K
$140K
|
|
Jul 28, 2020
Q2 2020
|
Matisse Capital
|
SELL
|
- |
-6.67KClosed |
$300K - $398K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7KClosed |
$315K - $418K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.22K- 25.88% |
$325K - $431K
|
20.7K
$1.29M
|
|
Aug 05, 2020
Q2 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.8K- 7.68% |
$351K - $466K
|
93.7K
$5.86M
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.84K- 83.31% |
$353K - $468K
|
1.57K
$98.3K
|
|
Aug 13, 2020
Q2 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.21KClosed |
$369K - $490K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.68KClosed |
$390K - $518K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.01K- 4.58% |
$405K - $538K
|
188K
$11.7M
|
|
Jul 21, 2020
Q2 2020
|
Meridian Financial Partners LLC
|
SELL
|
- |
-9.39KClosed |
$422K - $560K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.4KClosed |
$423K - $561K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-9.62K- 15.29% |
$433K - $574K
|
53.3K
$3.34M
|
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.5K- 73.09% |
$471K - $626K
|
3.86K
$242K
|
|
Aug 06, 2020
Q2 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-11K- 7.13% |
$494K - $656K
|
143K
$8.96M
|
|
Aug 05, 2020
Q2 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-11.8K- 23.51% |
$531K - $705K
|
38.4K
$2.41M
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.1K- 26.18% |
$633K - $841K
|
39.7K
$2.49M
|
|
Aug 06, 2020
Q2 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-15.3K- 21.0% |
$688K - $913K
|
57.6K
$3.6M
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-16.7K- 48.67% |
$752K - $999K
|
17.7K
$1.1M
|
|
Aug 07, 2020
Q2 2020
|
Coastline Trust CO
|
SELL
|
- |
-26.7K- 68.15% |
$1.2M - $1.59M
|
12.5K
$781K
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27.6K- 99.19% |
$1.24M - $1.65M
|
226
$14.1K
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29K- 57.9% |
$1.3M - $1.73M
|
21.1K
$1.32M
|
|
Jul 09, 2020
Q2 2020
|
Unison Advisors LLC
|
SELL
|
- |
-30.1KClosed |
$1.35M - $1.8M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.8K- 39.07% |
$1.97M - $2.62M
|
68.4K
$4.28M
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.7K- 49.67% |
$2.06M - $2.73M
|
46.3K
$2.9M
|