Purchases and Sales Made in Q4 2020 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 2020. 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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
537+ 23.12% |
$31.2K - $36.6K
|
2.86K
$183K
|
|
Feb 10, 2021
Q4 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
514+ 4.84% |
$29.9K - $35.1K
|
11.1K
$715K
|
|
Feb 05, 2021
Q4 2020
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
473+ 3.23% |
$27.5K - $32.3K
|
15.1K
$970K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
414+ 9.4% |
$24.1K - $28.3K
|
4.82K
$309K
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
390+ 37.14% |
$22.7K - $26.6K
|
1.44K
$92.3K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
375+ 2.86% |
$21.8K - $25.6K
|
13.5K
$865K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
340New |
$19.8K - $23.2K
|
340
$21.8K
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
318+ 52.13% |
$18.5K - $21.7K
|
928
$59.5K
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 126.11% |
$16.6K - $19.4K
|
511
$32.8K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
236+ 0.57% |
$13.7K - $16.1K
|
41.7K
$2.67M
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
212New |
$12.3K - $14.5K
|
212
$13.6K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171+ 10.02% |
$9.95K - $11.7K
|
1.88K
$120K
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
170+ 1.11% |
$9.89K - $11.6K
|
15.4K
$990K
|
|
Feb 26, 2021
Q4 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
154+ 0.07% |
$8.96K - $10.5K
|
208K
$13.3M
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
152New |
$8.84K - $10.4K
|
152
$9.75K
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
147New |
$8.55K - $10K
|
147
$9.43K
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
117New |
$6.81K - $7.98K
|
117
$7.5K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
117+ 3.02% |
$6.81K - $7.98K
|
3.99K
$256K
|
|
Jan 22, 2021
Q4 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
111+ 0.14% |
$6.46K - $7.57K
|
79.3K
$5.09M
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
82New |
$4.77K - $5.6K
|
82
$5.26K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
59New |
$3.43K - $4.03K
|
59
$3.78K
|
|
Feb 23, 2021
Q4 2020
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
45+ 0.63% |
$2.62K - $3.07K
|
7.14K
$458K
|
|
Aug 05, 2024
Q4 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
28+ 0.67% |
$1.63K - $1.91K
|
4.18K
$268K
|
|
Feb 08, 2021
Q4 2020
|
Family Legacy, Inc.
|
BUY
|
- |
27+ 0.45% |
$1.57K - $1.84K
|
6.05K
$388K
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$1.34K - $1.57K
|
7.51K
$482K
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.56% |
$1.28K - $1.5K
|
3.97K
$255K
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16New |
$931 - $1.09K
|
16
$1.03K
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$873 - $1.02K
|
15
$962
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
12New |
$698 - $819
|
12
$770
|
|
Feb 01, 2021
Q4 2020
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6New |
$349 - $409
|
6
$385
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.79% |
$233 - $273
|
511
$32.8K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3New |
$175 - $205
|
3
$192
|
|
Feb 03, 2021
Q4 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.55% |
$175 - $205
|
548
$35.1K
|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.06% |
$116 - $136
|
3.54K
$227K
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.44% |
$58.2 - $68.2
|
226
$14.5K
|
|
Feb 01, 2021
Q4 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.82% |
$58.2 - $68.2
|
123
$7.89K
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.04% |
$175 - $205
|
6.73K
$432K
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-12- 0.11% |
$698 - $819
|
10.9K
$697K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34- 0.69% |
$1.98K - $2.32K
|
4.93K
$316K
|
|
Feb 12, 2021
Q4 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-35- 0.98% |
$2.04K - $2.39K
|
3.55K
$228K
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-41Closed |
$2.39K - $2.8K
|
0
$0
|
|
May 17, 2021
Q4 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 0.42% |
$2.5K - $2.93K
|
10.2K
$654K
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-59Closed |
$3.43K - $4.03K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-59- 0.37% |
$3.43K - $4.03K
|
15.8K
$1.02M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-90- 2.35% |
$5.24K - $6.14K
|
3.73K
$239K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-94- 18.08% |
$5.47K - $6.41K
|
426
$27.3K
|
|
Jan 22, 2021
Q4 2020
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-100- 1.63% |
$5.82K - $6.82K
|
6.04K
$387K
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-104- 2.05% |
$6.05K - $7.1K
|
4.97K
$319K
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-115- 1.1% |
$6.69K - $7.85K
|
10.3K
$662K
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
SELL
|
- |
-137- 0.19% |
$7.97K - $9.35K
|
72.4K
$4.64M
|