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 204 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,429
shares
|
$855,158
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,427
shares
|
$791,351
0.03% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
12,419
shares
|
$790,841
0.33% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,305
shares
|
$719,902
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
9,984
shares
|
$635,781
0.0% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,798
shares
|
$623,936
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
8,828
shares
|
$562,167
0.04% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
8,767
shares
|
$558,282
0.34% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,324
shares
|
$530,072
0.07% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,981
shares
|
$508,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
7,860
shares
|
$500,524
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
7,652
shares
|
$487,279
0.07% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
7,580
shares
|
$482,694
0.3% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,565
shares
|
$481,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
7,259
shares
|
$462,253
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,255
shares
|
$461,998
0.01% of portfolio
|
Q2 2024
Added 75.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,247
shares
|
$461,488
0.0% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
7,181
shares
|
$457,286
0.46% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,991
shares
|
$445,186
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,886
shares
|
$438,500
0.12% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,712
shares
|
$427,420
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,521
shares
|
$415,257
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
6,471
shares
|
$412,073
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,410
shares
|
$408,188
0.01% of portfolio
|
Q1 2024
Added 21.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,352
shares
|
$404,495
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|