Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 4.11% |
N/A
|
35.1K
$2.23M
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$85.8K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 4.65% |
N/A
|
23.8K
$1.51M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.03K+ 7.8% |
N/A
|
14.2K
$900K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01K+ 3.87% |
N/A
|
27.1K
$1.72M
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
996+ 1.43% |
N/A
|
70.5K
$4.48M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
768+ 2.97% |
N/A
|
26.6K
$1.69M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
765+ 16.05% |
N/A
|
5.53K
$352K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
755+ 308.16% |
N/A
|
1K
$63.6K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
745+ 16.77% |
N/A
|
5.19K
$330K
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
695+ 3.48% |
N/A
|
20.7K
$1.31M
|
|
Jul 15, 2021
Q2 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
532+ 0.98% |
N/A
|
54.6K
$3.47M
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
493+ 11.99% |
N/A
|
4.61K
$293K
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
453+ 10.18% |
N/A
|
4.9K
$312K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
450+ 0.76% |
N/A
|
59.4K
$3.78M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
397+ 9.33% |
N/A
|
4.65K
$296K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
388+ 16.7% |
N/A
|
2.71K
$172K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
326+ 153.77% |
N/A
|
538
$34.2K
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
BUY
|
- |
325+ 5.06% |
N/A
|
6.74K
$429K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
306+ 1.7% |
N/A
|
18.3K
$1.16M
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
305+ 3.99% |
N/A
|
7.95K
$505K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
245New |
N/A
|
245
$15.6K
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225New |
N/A
|
225
$14.3K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
197+ 3.87% |
N/A
|
5.29K
$336K
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
193+ 1.86% |
N/A
|
10.6K
$673K
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
BUY
|
- |
171+ 1.55% |
N/A
|
11.2K
$711K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
144+ 28.18% |
N/A
|
655
$41.6K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
143+ 2.71% |
N/A
|
5.43K
$345K
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
BUY
|
- |
90+ 0.67% |
N/A
|
13.6K
$866K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67+ 7.22% |
N/A
|
995
$63.3K
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
45+ 0.52% |
N/A
|
8.65K
$550K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
42New |
N/A
|
42
$2.67K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.21% |
N/A
|
10.9K
$691K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.27% |
N/A
|
7.54K
$479K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12New |
N/A
|
12
$763
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 1.4% |
N/A
|
795
$50.5K
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
N/A
|
7.92K
$504K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 1.56% |
N/A
|
520
$33.1K
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
7New |
N/A
|
7
$445
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
4+ 1.17% |
N/A
|
345
$21.9K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3New |
N/A
|
3
$191
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 1.63% |
N/A
|
125
$7.95K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 6.98% |
N/A
|
40
$2.54K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-25- 0.62% |
N/A
|
4K
$254K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-40- 1.0% |
N/A
|
3.94K
$251K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-50- 0.46% |
N/A
|
10.9K
$691K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-67- 0.92% |
N/A
|
7.22K
$459K
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|