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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 22.86% |
$993 - $1.15K
|
86
$5.48K
|
|
Feb 06, 2020
Q4 2019
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
16+ 0.41% |
$993 - $1.15K
|
3.91K
$249K
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 350.0% |
$434 - $502
|
9
$573
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.36% |
$186 - $215
|
838
$53.4K
|
|
Feb 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.85% |
$62.1 - $71.7
|
119
$7.58K
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.01% |
$62.1 - $71.7
|
6.78K
$432K
|
|
Feb 10, 2020
Q4 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5- 0.27% |
$310 - $358
|
1.83K
$117K
|
|
Jan 27, 2020
Q4 2019
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-13- 0.14% |
$807 - $932
|
9.11K
$580K
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.12K - $1.29K
|
82K
$5.22M
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-31Closed |
$1.92K - $2.22K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-37- 5.52% |
$2.3K - $2.65K
|
633
$40.3K
|
|
Feb 04, 2020
Q4 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-50- 11.24% |
$3.1K - $3.58K
|
395
$25.2K
|
|
Jan 24, 2020
Q4 2019
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-50- 0.81% |
$3.1K - $3.58K
|
6.14K
$391K
|
|
Feb 14, 2020
Q4 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-52- 1.6% |
$3.23K - $3.73K
|
3.2K
$204K
|
|
Jan 29, 2020
Q4 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-70- 24.14% |
$4.34K - $5.02K
|
220
$14K
|
|
Feb 14, 2020
Q4 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-88- 0.21% |
$5.46K - $6.31K
|
42.8K
$2.72M
|
|
Jan 27, 2020
Q4 2019
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-112- 2.83% |
$6.95K - $8.03K
|
3.85K
$245K
|
|
Feb 04, 2020
Q4 2019
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-121- 0.65% |
$7.51K - $8.67K
|
18.6K
$1.19M
|
|
Feb 11, 2020
Q4 2019
|
Argi Investment Services, LLC
|
SELL
|
- |
-123- 0.48% |
$7.63K - $8.81K
|
25.3K
$1.61M
|
|
Feb 13, 2020
Q4 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-123- 1.07% |
$7.63K - $8.81K
|
11.4K
$724K
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-127- 3.15% |
$7.88K - $9.1K
|
3.9K
$249K
|
|
Feb 03, 2020
Q4 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-129- 12.61% |
$8.01K - $9.24K
|
894
$56.9K
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-135- 81.33% |
$8.38K - $9.67K
|
31
$1.97K
|
|
Feb 14, 2020
Q4 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-144- 1.31% |
$8.94K - $10.3K
|
10.9K
$693K
|
|
Jan 17, 2020
Q4 2019
|
American Research & Management Co.
|
SELL
|
- |
-150- 4.19% |
$9.31K - $10.7K
|
3.43K
$218K
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-150- 14.29% |
$9.31K - $10.7K
|
900
$57.3K
|
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-150- 2.38% |
$9.31K - $10.7K
|
6.16K
$392K
|
|
Feb 05, 2020
Q4 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-159- 1.56% |
$9.87K - $11.4K
|
10K
$640K
|
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
SELL
|
- |
-186- 0.25% |
$11.5K - $13.3K
|
73.6K
$4.69M
|
|
Jan 23, 2020
Q4 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-201- 0.22% |
$12.5K - $14.4K
|
92.6K
$5.9M
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-226- 4.05% |
$14K - $16.2K
|
5.36K
$341K
|
|
Feb 10, 2020
Q4 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-239- 5.59% |
$14.8K - $17.1K
|
4.04K
$257K
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-286- 16.49% |
$17.7K - $20.5K
|
1.45K
$92.2K
|
|
Feb 07, 2020
Q4 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 19.67% |
$18.6K - $21.5K
|
1.23K
$78K
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-309- 60.71% |
$19.2K - $22.1K
|
200
$12.7K
|
|
Feb 07, 2020
Q4 2019
|
Comerica Bank
|
SELL
|
- |
-334- 0.47% |
$20.7K - $23.9K
|
71.1K
$4.53M
|
|
Jan 24, 2020
Q4 2019
|
Neumann Capital Management, LLC
|
SELL
|
- |
-336- 0.55% |
$20.9K - $24.1K
|
61.1K
$3.89M
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-450- 4.42% |
$27.9K - $32.2K
|
9.72K
$619K
|
|
Jan 24, 2020
Q4 2019
|
Hengehold Capital Management LLC
|
SELL
|
- |
-460- 3.06% |
$28.5K - $33K
|
14.6K
$927K
|
|
Feb 10, 2020
Q4 2019
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-473- 4.12% |
$29.4K - $33.9K
|
11K
$701K
|
|
Feb 06, 2020
Q4 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 2.43% |
$31K - $35.8K
|
20K
$1.28M
|
|
Jan 23, 2020
Q4 2019
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-522- 15.25% |
$32.4K - $37.4K
|
2.9K
$185K
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-645- 18.56% |
$40K - $46.2K
|
2.83K
$180K
|
|
Feb 07, 2020
Q4 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-671- 3.06% |
$41.6K - $48.1K
|
21.2K
$1.35M
|
|
Feb 18, 2020
Q4 2019
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-837- 21.32% |
$51.9K - $60K
|
3.09K
$197K
|
|
Feb 05, 2020
Q4 2019
|
Biltmore Family Office, LLC
|
SELL
|
- |
-900- 5.51% |
$55.9K - $64.5K
|
15.4K
$982K
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.02KClosed |
$63.2K - $73K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 11.13% |
$67.1K - $77.5K
|
8.63K
$550K
|
|
Feb 14, 2020
Q4 2019
|
United Bank
Vienna, VA |
SELL
|
- |
-1.53K- 14.78% |
$94.6K - $109K
|
8.8K
$560K
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.68K- 27.81% |
$104K - $121K
|
4.37K
$278K
|