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 215 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 $380 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
803,826
shares
|
$55.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
282,945
shares
|
$19.5 Million
1.22% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
214,673
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
202,350
shares
|
$14 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
179,316
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
178,076
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
160,762
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
125,934
shares
|
$8.69 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
120,258
shares
|
$8.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
118,754
shares
|
$8.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
113,118
shares
|
$7.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
102,792
shares
|
$7.1 Million
0.09% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
97,005
shares
|
$6.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
84,635
shares
|
$5.84 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
82,105
shares
|
$5.67 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
78,914
shares
|
$5.45 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
77,167
shares
|
$5.33 Million
0.19% of portfolio
|
Q4 2024
Added 151.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
75,460
shares
|
$5.21 Million
0.24% of portfolio
|
Q4 2024
Added 36.4%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
70,458
shares
|
$4.86 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
68,908
shares
|
$4.76 Million
1.07% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
66,993
shares
|
$4.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
63,677
shares
|
$4.4 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
|
$4.17 Million
0.1% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
58,670
shares
|
$4.05 Million
0.39% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
57,094
shares
|
$3.94 Million
0.92% of portfolio
|
Q1 2025
Added 3.36%
|