Purchases and Sales Made in Q4 2019 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 Q4 2019. 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 |
---|---|---|---|---|---|---|---|
May 14, 2020
Q4 2019
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
130KNew |
$8.09M - $9.34M
|
130K
$8.23M
|
|
Feb 14, 2020
Q4 2019
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72.3KNew |
$4.48M - $5.18M
|
72.3K
$4.56M
|
|
Feb 13, 2020
Q4 2019
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.6KNew |
$2.83M - $3.27M
|
45.6K
$2.88M
|
|
Jan 31, 2020
Q4 2019
|
Savant Capital, LLC
|
BUY
|
- |
43.7KNew |
$2.71M - $3.13M
|
43.7K
$2.76M
|
|
Jan 16, 2020
Q4 2019
|
Allworth Financial LP
|
BUY
|
- |
41.8K+ 8.98% |
$2.6M - $3M
|
508K
$32.1M
|
|
Jan 14, 2020
Q4 2019
|
Prairie View Partners, LLC
|
BUY
|
- |
25.6K+ 22.37% |
$1.59M - $1.83M
|
140K
$8.83M
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
23.2KNew |
$1.44M - $1.66M
|
23.2K
$1.47M
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19KNew |
$1.18M - $1.36M
|
19K
$1.2M
|
|
Feb 24, 2021
Q4 2019
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18KNew |
$1.12M - $1.29M
|
18K
$1.13M
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.7KNew |
$789K - $911K
|
12.7K
$803K
|
|
Feb 14, 2020
Q4 2019
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.4K+ 7.48% |
$647K - $747K
|
150K
$9.46M
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.87K+ 24.69% |
$550K - $636K
|
44.8K
$2.83M
|
|
Feb 18, 2020
Q4 2019
|
Smart Money Group LLC
|
BUY
|
- |
7.84K+ 43.68% |
$487K - $562K
|
25.8K
$1.63M
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.74K+ 5.42% |
$481K - $555K
|
151K
$9.52M
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
6.88KNew |
$427K - $493K
|
6.88K
$434K
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.69K+ 122.64% |
$415K - $479K
|
12.1K
$767K
|
|
Feb 11, 2020
Q4 2019
|
Jordan Park Group LLC
|
BUY
|
- |
5.52KNew |
$343K - $395K
|
5.52K
$349K
|
|
Jan 27, 2020
Q4 2019
|
Carlson Capital Management
|
BUY
|
- |
5.16K+ 2.88% |
$320K - $370K
|
185K
$11.7M
|
|
Jan 13, 2020
Q4 2019
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.7K+ 3.75% |
$291K - $336K
|
130K
$8.21M
|
|
Jan 22, 2020
Q4 2019
|
Davenport & CO LLC
|
BUY
|
- |
4.55K+ 34.87% |
$282K - $326K
|
17.6K
$1.11M
|
|
Feb 03, 2020
Q4 2019
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.26K+ 7.02% |
$264K - $305K
|
64.9K
$4.1M
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.25K+ 6.15% |
$264K - $304K
|
73.3K
$4.63M
|
|
Feb 13, 2020
Q4 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.08KNew |
$253K - $293K
|
4.08K
$258K
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
3.98KNew |
$247K - $285K
|
3.98K
$251K
|
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.95K+ 85.93% |
$245K - $283K
|
8.54K
$539K
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.9K+ 167.71% |
$242K - $279K
|
6.22K
$393K
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
3.86KNew |
$240K - $277K
|
3.86K
$244K
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
3.63K+ 6152.54% |
$225K - $260K
|
3.69K
$233K
|
|
Feb 14, 2020
Q4 2019
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.52KNew |
$219K - $252K
|
3.52K
$222K
|
|
Feb 07, 2020
Q4 2019
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.47K+ 7.63% |
$215K - $248K
|
48.9K
$3.09M
|
|
Jan 27, 2020
Q4 2019
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.45KNew |
$214K - $247K
|
3.45K
$218K
|
|
Jan 22, 2020
Q4 2019
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.21KNew |
$199K - $230K
|
3.21K
$203K
|
|
Jan 31, 2020
Q4 2019
|
Financial Counselors Inc
|
BUY
|
- |
3.01KNew |
$187K - $215K
|
3.01K
$190K
|
|
Jan 24, 2020
Q4 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3KNew |
$186K - $215K
|
3K
$190K
|
|
Jan 02, 2020
Q4 2019
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.99KNew |
$185K - $214K
|
2.99K
$189K
|
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.91KNew |
$181K - $209K
|
2.91K
$184K
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.81KNew |
$175K - $202K
|
2.81K
$178K
|
|
Jan 23, 2020
Q4 2019
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.69K+ 5.52% |
$167K - $192K
|
51.3K
$3.24M
|
|
Feb 07, 2020
Q4 2019
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 3.15% |
$156K - $180K
|
82.1K
$5.19M
|
|
Jan 14, 2020
Q4 2019
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.28K+ 6.14% |
$141K - $163K
|
39.4K
$2.49M
|
|
Feb 13, 2020
Q4 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.22K+ 6.19% |
$138K - $159K
|
38K
$2.4M
|
|
Jan 14, 2020
Q4 2019
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.22K+ 3.62% |
$137K - $159K
|
63.5K
$4.01M
|
|
Feb 21, 2020
Q4 2019
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.94K+ 2.67% |
$120K - $139K
|
74.7K
$4.72M
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 2.95% |
$111K - $128K
|
62.3K
$3.93M
|
|
Feb 05, 2020
Q4 2019
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.42K+ 1.63% |
$87.9K - $102K
|
88.5K
$5.59M
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 9.17% |
$86.8K - $100K
|
16.6K
$1.05M
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 14.8% |
$83.2K - $96K
|
10.4K
$656K
|
|
Feb 04, 2020
Q4 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.27K+ 21.29% |
$78.5K - $90.6K
|
7.21K
$455K
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 5.6% |
$77.3K - $89.3K
|
23.5K
$1.48M
|
|
Feb 10, 2020
Q4 2019
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.21K+ 1.13% |
$75.2K - $86.9K
|
108K
$6.85M
|