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 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 0.37% |
$4.74K - $5.15K
|
17.7K
$1.11M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-88- 0.06% |
$6.41K - $6.97K
|
137K
$8.57M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-106- 1.92% |
$7.73K - $8.4K
|
5.43K
$340K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-118- 34.2% |
$8.6K - $9.35K
|
227
$14.2K
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-120- 0.31% |
$8.75K - $9.51K
|
38.9K
$2.44M
|
|
Nov 09, 2021
Q3 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-156- 0.39% |
$11.4K - $12.4K
|
40.2K
$2.52M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200Closed |
$14.6K - $15.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-241- 3.34% |
$17.6K - $19.1K
|
6.98K
$438K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-261- 1.8% |
$19K - $20.7K
|
14.3K
$895K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-287- 5.29% |
$20.9K - $22.7K
|
5.14K
$322K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-300- 45.11% |
$21.9K - $23.8K
|
365
$22.9K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-330- 0.6% |
$24.1K - $26.1K
|
54.5K
$3.42M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-367- 7.89% |
$26.7K - $29.1K
|
4.29K
$269K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-386- 3.29% |
$28.1K - $30.6K
|
11.4K
$713K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-405- 4.85% |
$29.5K - $32.1K
|
7.94K
$498K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-419- 1.05% |
$30.5K - $33.2K
|
39.5K
$2.48M
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-465- 6.96% |
$33.9K - $36.8K
|
6.21K
$390K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-515- 0.92% |
$37.5K - $40.8K
|
55.6K
$3.48M
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-515- 1.49% |
$37.5K - $40.8K
|
34.1K
$2.14M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-650- 5.98% |
$47.4K - $51.5K
|
10.2K
$641K
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-697- 10.86% |
$50.8K - $55.2K
|
5.72K
$359K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-731- 11.19% |
$53.3K - $57.9K
|
5.8K
$364K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-839- 2.34% |
$61.1K - $66.5K
|
35K
$2.2M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-885- 5.52% |
$64.5K - $70.1K
|
15.1K
$949K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-896- 89.6% |
$65.3K - $71K
|
104
$6.52K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-913- 1.48% |
$66.5K - $72.3K
|
60.7K
$3.8M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-960- 0.71% |
$70K - $76K
|
134K
$8.4M
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-965- 1.4% |
$70.3K - $76.4K
|
68K
$4.27M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.05K- 1.77% |
$76.2K - $82.9K
|
58K
$3.63M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.06K- 1.39% |
$77.4K - $84.1K
|
75.1K
$4.71M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.52K- 14.46% |
$111K - $121K
|
9.01K
$565K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$137K - $149K
|
76.3K
$4.79M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.09K- 96.67% |
$152K - $165K
|
72
$4.52K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 4.43% |
$169K - $183K
|
50K
$3.14M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.01K- 45.4% |
$219K - $238K
|
3.62K
$227K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.02KClosed |
$220K - $239K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.1KClosed |
$226K - $246K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.19KClosed |
$232K - $252K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.2KClosed |
$233K - $253K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.33K- 87.57% |
$243K - $264K
|
473
$29.7K
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.21K- 0.77% |
$307K - $333K
|
540K
$33.8M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6K- 6.86% |
$437K - $475K
|
81.5K
$5.11M
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-6.74KClosed |
$491K - $534K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 11.9% |
$611K - $664K
|
62.1K
$3.89M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.48K- 68.81% |
$691K - $751K
|
4.3K
$269K
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-9.71KClosed |
$708K - $769K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.78K- 31.2% |
$712K - $774K
|
21.6K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.8K- 6.54% |
$784K - $852K
|
154K
$9.64M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.8K- 90.52% |
$791K - $859K
|
1.14K
$71.2K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.2KClosed |
$815K - $886K
|
0
$0
|