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 |
---|---|---|---|---|---|---|---|
Jan 17, 2020
Q4 2019
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 1.78% |
$62.4K - $72K
|
57.3K
$3.8M
|
|
Jan 17, 2020
Q4 2019
|
Beacon Financial Group
|
BUY
|
- |
890+ 1.54% |
$55.2K - $63.8K
|
58.7K
$3.89M
|
|
Feb 14, 2020
Q4 2019
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
870+ 23.11% |
$54K - $62.3K
|
4.64K
$307K
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
781+ 78100.0% |
$48.5K - $56K
|
782
$51.8K
|
|
Jan 21, 2020
Q4 2019
|
Bristlecone Advisors, LLC
|
BUY
|
- |
759+ 6.18% |
$47.1K - $54.4K
|
13K
$864K
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
731New |
$45.4K - $52.4K
|
731
$48.4K
|
|
Jan 23, 2020
Q4 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
730+ 7.85% |
$45.3K - $52.3K
|
10K
$664K
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
714+ 2.52% |
$44.3K - $51.2K
|
29K
$1.92M
|
|
Feb 05, 2020
Q4 2019
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
712+ 6.65% |
$44.2K - $51K
|
11.4K
$757K
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
BUY
|
- |
705+ 18.98% |
$43.8K - $50.5K
|
4.42K
$293K
|
|
Sep 14, 2021
Q4 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
700+ 247.35% |
$43.4K - $50.2K
|
983
$65.1K
|
|
Feb 06, 2020
Q4 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
651New |
$40.4K - $46.7K
|
651
$43.1K
|
|
Jan 08, 2020
Q4 2019
|
Unison Advisors LLC
|
BUY
|
- |
613+ 2.16% |
$38K - $43.9K
|
29K
$1.92M
|
|
Feb 04, 2020
Q4 2019
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
600+ 5.91% |
$37.2K - $43K
|
10.7K
$712K
|
|
Jan 07, 2020
Q4 2019
|
First Horizon Advisors, Inc.
|
BUY
|
- |
526+ 1252.38% |
$32.6K - $37.7K
|
568
$37.6K
|
|
May 17, 2021
Q4 2019
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
519+ 5.63% |
$32.2K - $37.2K
|
9.74K
$645K
|
|
Feb 14, 2020
Q4 2019
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
518+ 3.73% |
$32.1K - $37.1K
|
14.4K
$956K
|
|
Feb 05, 2020
Q4 2019
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
450+ 13.29% |
$27.9K - $32.2K
|
3.84K
$254K
|
|
Feb 13, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
423+ 278.29% |
$26.3K - $30.3K
|
575
$38.1K
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
420+ 5.5% |
$26.1K - $30.1K
|
8.05K
$533K
|
|
Feb 06, 2020
Q4 2019
|
Townsend Asset Management Corp
|
BUY
|
- |
400New |
$24.8K - $28.7K
|
400
$26.5K
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 18.93% |
$23.9K - $27.6K
|
2.42K
$160K
|
|
Feb 10, 2020
Q4 2019
|
Jnba Financial Advisors
|
BUY
|
- |
356New |
$22.1K - $25.5K
|
356
$23.6K
|
|
Jan 23, 2020
Q4 2019
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 88.71% |
$20.5K - $23.6K
|
702
$46.5K
|
|
Jan 15, 2020
Q4 2019
|
Coastline Trust CO
|
BUY
|
- |
330+ 0.68% |
$20.5K - $23.6K
|
49K
$3.25M
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 3.15% |
$18.8K - $21.7K
|
9.92K
$657K
|
|
Feb 03, 2020
Q4 2019
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
300+ 4.6% |
$18.6K - $21.5K
|
6.82K
$452K
|
|
Feb 11, 2020
Q4 2019
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
282+ 5.93% |
$17.5K - $20.2K
|
5.04K
$334K
|
|
Jan 24, 2020
Q4 2019
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
280+ 0.97% |
$17.4K - $20.1K
|
29.2K
$1.94M
|
|
Jan 30, 2020
Q4 2019
|
Rda Financial Network
|
BUY
|
- |
275+ 3.51% |
$17.1K - $19.7K
|
8.11K
$537K
|
|
Jan 28, 2020
Q4 2019
|
Wealth Architects, LLC
|
BUY
|
- |
227+ 1.77% |
$14.1K - $16.3K
|
13K
$863K
|
|
Feb 14, 2020
Q4 2019
|
Column Capital Advisors, LLC
|
BUY
|
- |
205New |
$12.7K - $14.7K
|
205
$13.6K
|
|
Jan 10, 2020
Q4 2019
|
Larson Financial Group LLC
|
BUY
|
- |
204New |
$12.7K - $14.6K
|
204
$13.5K
|
|
Feb 06, 2020
Q4 2019
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
194+ 0.52% |
$12K - $13.9K
|
37.7K
$2.5M
|
|
Mar 16, 2020
Q4 2019
|
Tfg Advisers LLC
|
BUY
|
- |
189New |
$11.7K - $13.5K
|
189
$12.5K
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
188+ 0.65% |
$11.7K - $13.5K
|
29.2K
$1.93M
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
184New |
$11.4K - $13.2K
|
184
$12.2K
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
156+ 90.7% |
$9.68K - $11.2K
|
328
$21.7K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
152New |
$9.43K - $10.9K
|
152
$10.1K
|
|
Jan 14, 2020
Q4 2019
|
Family Legacy, Inc.
|
BUY
|
- |
142+ 2.86% |
$8.81K - $10.2K
|
5.1K
$338K
|
|
Feb 12, 2020
Q4 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
136+ 0.45% |
$8.44K - $9.75K
|
30.2K
$2M
|
|
Feb 07, 2020
Q4 2019
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 0.13% |
$6.52K - $7.52K
|
78.5K
$5.2M
|
|
Feb 18, 2020
Q4 2019
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
91+ 1.33% |
$5.65K - $6.52K
|
6.93K
$459K
|
|
Jan 16, 2020
Q4 2019
|
Camelot Portfolios, LLC
|
BUY
|
- |
78+ 1.45% |
$4.84K - $5.59K
|
5.47K
$362K
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
69New |
$4.28K - $4.94K
|
69
$4.57K
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69New |
$4.28K - $4.94K
|
69
$4.57K
|
|
Feb 12, 2020
Q4 2019
|
Matisse Capital
|
BUY
|
- |
58+ 0.88% |
$3.6K - $4.16K
|
6.63K
$439K
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34+ 0.21% |
$2.11K - $2.44K
|
16.1K
$1.07M
|
|
Aug 02, 2024
Q4 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
30+ 0.89% |
$1.86K - $2.15K
|
3.38K
$224K
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 11.11% |
$1.86K - $2.15K
|
300
$19.9K
|