Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
889+ 5.08% |
$64.8K - $70.4K
|
18.4K
$1.18M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
868+ 1.14% |
$63.3K - $68.8K
|
77.2K
$4.95M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
864+ 3.63% |
$63K - $68.4K
|
24.7K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
751New |
$54.7K - $59.5K
|
751
$48.1K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
696+ 69.95% |
$50.7K - $55.1K
|
1.69K
$108K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
667+ 28.71% |
$48.6K - $52.8K
|
2.99K
$192K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
666+ 11.23% |
$48.5K - $52.8K
|
6.6K
$423K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
663+ 5525.0% |
$48.3K - $52.5K
|
675
$43.3K
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
603+ 2.26% |
$43.9K - $47.8K
|
27.2K
$1.75M
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
600+ 7.55% |
$43.7K - $47.5K
|
8.55K
$548K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
550+ 0.13% |
$40.1K - $43.6K
|
412K
$26.4M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
452+ 3.13% |
$32.9K - $35.8K
|
14.9K
$954K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
450+ 35.41% |
$32.8K - $35.6K
|
1.72K
$110K
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
370+ 1.79% |
$27K - $29.3K
|
21.1K
$1.35M
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
312New |
$22.7K - $24.7K
|
312
$20K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
254New |
$18.5K - $20.1K
|
254
$16.3K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
210+ 39.03% |
$15.3K - $16.6K
|
748
$48K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
191+ 1.76% |
$13.9K - $15.1K
|
11.1K
$709K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
153+ 0.05% |
$11.2K - $12.1K
|
300K
$19.2M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
147New |
$10.7K - $11.6K
|
147
$9.42K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
136+ 2.95% |
$9.91K - $10.8K
|
4.74K
$304K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
127+ 8.02% |
$9.26K - $10.1K
|
1.71K
$110K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
102+ 0.38% |
$7.43K - $8.08K
|
27K
$1.73M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
78+ 2.47% |
$5.68K - $6.18K
|
3.24K
$207K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 0.86% |
$4.96K - $5.39K
|
7.99K
$512K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63+ 0.34% |
$4.59K - $4.99K
|
18.3K
$1.17M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
55+ 0.52% |
$4.01K - $4.36K
|
10.6K
$682K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
52+ 0.6% |
$3.79K - $4.12K
|
8.7K
$558K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$3.64K - $3.96K
|
50
$3.21K
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
28+ 0.66% |
$2.04K - $2.22K
|
4.28K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.89K - $2.06K
|
26
$1.67K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23+ 0.3% |
$1.68K - $1.82K
|
7.57K
$485K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.56% |
$1.6K - $1.74K
|
3.96K
$254K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.39% |
$1.38K - $1.5K
|
4.92K
$316K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 2.75% |
$1.31K - $1.43K
|
673
$43.1K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
16+ 0.03% |
$1.17K - $1.27K
|
54.9K
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
13+ 5.31% |
$947 - $1.03K
|
258
$16.5K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.75% |
$437 - $475
|
801
$51.4K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.03% |
$437 - $475
|
18K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$219 - $238
|
7.72K
$495K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.04% |
$219 - $238
|
6.92K
$443K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.58% |
$219 - $238
|
523
$33.5K
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.8% |
$72.9 - $79.2
|
126
$8.08K
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
1+ 0.01% |
$72.9 - $79.2
|
11.2K
$717K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 11.9% |
$364 - $396
|
37
$2.37K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-7Closed |
$510 - $554
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-19- 0.41% |
$1.38K - $1.5K
|
4.64K
$298K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-31- 0.97% |
$2.26K - $2.46K
|
3.17K
$203K
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-49Closed |
$3.57K - $3.88K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 5.44% |
$4.01K - $4.36K
|
956
$61.3K
|