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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,546
shares
|
$98,449
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,449
shares
|
$92,272
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,316
shares
|
$83,802
0.01% of portfolio
|
Q3 2024
Reduced 62.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,300
shares
|
$82,784
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,000
shares
|
$63,680
0.01% of portfolio
|
Q2 2020
Reduced 57.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
861
shares
|
$54,828
0.0% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
677
shares
|
$43,111
0.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
675
shares
|
$42,984
0.01% of portfolio
|
Q4 2020
Reduced 71.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
644
shares
|
$41,009
0.01% of portfolio
|
Q3 2024
Reduced 63.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
599
shares
|
$38,144
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
580
shares
|
$36,934
0.0% of portfolio
|
Q3 2024
Reduced 62.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
580
shares
|
$36,934
0.0% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
578
shares
|
$36,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
552
shares
|
$35,151
0.0% of portfolio
|
Q1 2020
Reduced 86.16%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
500
shares
|
$31,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$31,840
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
415
shares
|
$26,427
0.0% of portfolio
|
Q3 2024
Reduced 76.51%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
400
shares
|
$25,472
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
393
shares
|
$25,026
0.0% of portfolio
|
Q3 2024
Reduced 96.02%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$19,104
0.0% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
247
shares
|
$15,728
0.0% of portfolio
|
Q1 2023
Reduced 7.49%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
245
shares
|
$15,601
0.0% of portfolio
|
Q2 2023
Reduced 10.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
212
shares
|
$13,500
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
207
shares
|
$13,181
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$12,736
0.04% of portfolio
|
Q2 2022
New holding
|