Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.4KNew |
$3.87M - $4.27M
|
69.4K
$4.34M
|
|
Oct 22, 2020
Q3 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.4KNew |
$1.64M - $1.81M
|
29.4K
$1.84M
|
|
Nov 04, 2020
Q3 2020
|
Savant Capital, LLC
|
BUY
|
- |
15.5K+ 1.21% |
$866K - $956K
|
1.3M
$81.5M
|
|
Nov 16, 2020
Q3 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.8K+ 6.05% |
$660K - $729K
|
208K
$13M
|
|
Oct 30, 2020
Q3 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
11.5K+ 7.02% |
$640K - $706K
|
175K
$10.9M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.48K+ 11.42% |
$472K - $522K
|
82.7K
$5.18M
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.1KNew |
$451K - $498K
|
8.1K
$507K
|
|
Nov 04, 2020
Q3 2020
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.84K+ 20.4% |
$437K - $483K
|
46.3K
$2.9M
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.49KNew |
$417K - $461K
|
7.49K
$468K
|
|
Nov 12, 2020
Q3 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.9K+ 5.65% |
$384K - $425K
|
129K
$8.08M
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$348K - $384K
|
6.24K
$390K
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.03KNew |
$336K - $371K
|
6.03K
$378K
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.91K+ 59.24% |
$329K - $364K
|
15.9K
$994K
|
|
Nov 12, 2020
Q3 2020
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.33K+ 9.25% |
$297K - $328K
|
62.9K
$3.93M
|
|
Oct 20, 2020
Q3 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.19K+ 33.36% |
$289K - $320K
|
20.8K
$1.3M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88K+ 7.26% |
$272K - $300K
|
72.2K
$4.52M
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.13K+ 11.09% |
$230K - $254K
|
41.4K
$2.59M
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
BUY
|
- |
4.04K+ 5.9% |
$225K - $249K
|
72.5K
$4.54M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.58KNew |
$199K - $220K
|
3.58K
$224K
|
|
Nov 12, 2020
Q3 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.54KNew |
$197K - $218K
|
3.54K
$221K
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
3.44KNew |
$192K - $212K
|
3.44K
$215K
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
3.43K+ 1.73% |
$191K - $211K
|
202K
$12.6M
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
3.07K+ 22.65% |
$171K - $189K
|
16.6K
$1.04M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62K+ 5.87% |
$146K - $161K
|
47.3K
$2.96M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.62K+ 24.95% |
$146K - $161K
|
13.1K
$821K
|
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
BUY
|
- |
2.28KNew |
$127K - $140K
|
2.28K
$143K
|
|
Nov 17, 2020
Q3 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.98K+ 23.36% |
$110K - $122K
|
10.4K
$654K
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
BUY
|
- |
1.93K+ 21.56% |
$108K - $119K
|
10.9K
$681K
|
|
Oct 15, 2020
Q3 2020
|
Coastline Trust CO
|
BUY
|
- |
1.76K+ 14.09% |
$98.1K - $108K
|
14.3K
$892K
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.68K+ 6.76% |
$93.6K - $103K
|
26.5K
$1.66M
|
|
Oct 19, 2020
Q3 2020
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.34K+ 6.91% |
$74.8K - $82.6K
|
20.8K
$1.3M
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 3.66% |
$71K - $78.3K
|
36.1K
$2.26M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07K+ 2.7% |
$59.8K - $66K
|
40.8K
$2.55M
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.06K+ 45.76% |
$59.3K - $65.4K
|
3.39K
$212K
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
627+ 17.08% |
$34.9K - $38.6K
|
4.3K
$269K
|
|
Nov 05, 2020
Q3 2020
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
425+ 2.99% |
$23.7K - $26.2K
|
14.7K
$917K
|
|
Nov 12, 2020
Q3 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
273+ 5.17% |
$15.2K - $16.8K
|
5.56K
$348K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
272+ 1.36% |
$15.2K - $16.7K
|
20.2K
$1.27M
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
188+ 3.85% |
$10.5K - $11.6K
|
5.08K
$318K
|
|
Oct 26, 2020
Q3 2020
|
Mai Capital Management
|
BUY
|
- |
185+ 0.24% |
$10.3K - $11.4K
|
76.3K
$4.77M
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
157+ 3.7% |
$8.75K - $9.66K
|
4.4K
$276K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
145+ 0.83% |
$8.08K - $8.92K
|
17.6K
$1.1M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116+ 7.29% |
$6.47K - $7.14K
|
1.71K
$107K
|
|
Nov 05, 2020
Q3 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
102+ 0.97% |
$5.69K - $6.28K
|
10.6K
$665K
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
BUY
|
- |
95+ 0.63% |
$5.3K - $5.85K
|
15.3K
$955K
|
|
Oct 09, 2020
Q3 2020
|
Family Legacy, Inc.
|
BUY
|
- |
94+ 1.59% |
$5.24K - $5.78K
|
6.02K
$377K
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94New |
$5.24K - $5.78K
|
94
$5.88K
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83+ 2.19% |
$4.63K - $5.11K
|
3.87K
$242K
|
|
Nov 10, 2020
Q3 2020
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
78+ 1.11% |
$4.35K - $4.8K
|
7.1K
$444K
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
59New |
$3.29K - $3.63K
|
59
$3.69K
|