Institutional Ownership Wisdomtree Tr Intl Small Cap D (DLS)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Small Cap D (DLS). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 5.5 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
803,826
shares
|
$52.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
275,869
shares
|
$18.1 Million
1.16% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
214,673
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
202,350
shares
|
$13.3 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
179,316
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
178,076
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
160,762
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
125,965
shares
|
$8.29 Million
0.46% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
120,258
shares
|
$7.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
118,754
shares
|
$7.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
113,118
shares
|
$7.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
111,523
shares
|
$7.34 Million
0.39% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
102,792
shares
|
$6.76 Million
0.09% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
85,456
shares
|
$5.62 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
82,669
shares
|
$5.44 Million
0.57% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
79,859
shares
|
$5.25 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
77,352
shares
|
$5.09 Million
0.94% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
77,167
shares
|
$5.08 Million
0.19% of portfolio
|
Q4 2024
Added 151.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
75,460
shares
|
$4.96 Million
0.24% of portfolio
|
Q4 2024
Added 36.4%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
70,763
shares
|
$4.65 Million
1.48% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
68,908
shares
|
$4.53 Million
1.07% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
66,993
shares
|
$4.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
63,677
shares
|
$4.19 Million
0.0% of portfolio
|
Q4 2024
Added 289.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
60,432
shares
|
$3.98 Million
0.1% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
58,670
shares
|
$3.86 Million
0.39% of portfolio
|
Q4 2024
Added 5.02%
|