Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.75K+ 3.43% |
$123K - $133K
|
52.8K
$3.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.65KNew |
$116K - $125K
|
1.65K
$106K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.6KNew |
$112K - $122K
|
1.6K
$103K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.52K+ 2.52% |
$107K - $116K
|
61.8K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.52K+ 1.3% |
$106K - $116K
|
118K
$7.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.49K+ 2.61% |
$104K - $113K
|
58.5K
$3.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.44K+ 2.87% |
$101K - $109K
|
51.5K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42K+ 38.81% |
$99.2K - $108K
|
5.06K
$324K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$87.1K - $94.5K
|
1.24K
$79.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.15K+ 6.33% |
$80.3K - $87.2K
|
19.2K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.09K+ 77.44% |
$76.1K - $82.5K
|
2.49K
$159K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
775+ 15.74% |
$54.3K - $58.9K
|
5.7K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
657New |
$46.1K - $50K
|
657
$42.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
638+ 1.15% |
$44.7K - $48.5K
|
56.2K
$3.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
636+ 7.02% |
$44.6K - $48.4K
|
9.7K
$622K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
616+ 36.43% |
$43.2K - $46.8K
|
2.31K
$148K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
555+ 10.98% |
$38.9K - $42.2K
|
5.61K
$360K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
410+ 60.74% |
$28.7K - $31.2K
|
1.09K
$69.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394+ 3.47% |
$27.6K - $30K
|
11.8K
$754K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
361+ 3.85% |
$25.3K - $27.5K
|
9.74K
$624K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
350+ 2.4% |
$24.5K - $26.6K
|
15K
$959K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
345+ 51.26% |
$24.2K - $26.2K
|
1.02K
$65.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
343+ 0.44% |
$24K - $26.1K
|
79.1K
$5.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
326+ 3.07% |
$22.9K - $24.8K
|
11K
$702K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
325+ 26.25% |
$22.8K - $24.7K
|
1.56K
$100K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
323New |
$22.6K - $24.6K
|
323
$20.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
306+ 0.36% |
$21.5K - $23.3K
|
86.3K
$5.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
261+ 5.62% |
$18.3K - $19.8K
|
4.9K
$314K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
181+ 0.33% |
$12.7K - $13.8K
|
55.1K
$3.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
150New |
$10.5K - $11.4K
|
150
$9.62K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
145+ 6.24% |
$10.2K - $11K
|
2.47K
$158K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
134New |
$9.39K - $10.2K
|
134
$8.59K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
129New |
$9.04K - $9.81K
|
129
$8.27K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
121+ 53.3% |
$8.48K - $9.2K
|
348
$22.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
109New |
$7.64K - $8.29K
|
109
$6.99K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
107+ 3.37% |
$7.5K - $8.14K
|
3.28K
$210K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
100+ 38.76% |
$7.01K - $7.61K
|
358
$23K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
88New |
$6.17K - $6.69K
|
88
$5.64K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
71+ 2366.67% |
$4.98K - $5.4K
|
74
$4.74K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66+ 0.17% |
$4.63K - $5.02K
|
39K
$2.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58+ 3.39% |
$4.07K - $4.41K
|
1.77K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
51+ 0.4% |
$3.58K - $3.88K
|
12.9K
$824K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
33+ 0.77% |
$2.31K - $2.51K
|
4.31K
$276K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
25+ 0.63% |
$1.75K - $1.9K
|
3.99K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
21New |
$1.47K - $1.6K
|
21
$1.35K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
20+ 33.9% |
$1.4K - $1.52K
|
79
$5.06K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.75% |
$421 - $456
|
807
$51.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.07% |
$351 - $380
|
6.92K
$444K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$351 - $380
|
8K
$513K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.76% |
$280 - $304
|
527
$33.8K
|