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 $331 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
200
shares
|
$12,240
0.0% of portfolio
|
Q1 2024
Reduced 31.51%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$12,240
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
175
shares
|
$10,710
0.0% of portfolio
|
Q1 2024
Reduced 93.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
170
shares
|
$10,404
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
167
shares
|
$10,220
0.0% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
152
shares
|
$9,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
122
shares
|
$7,466
0.0% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
120
shares
|
$7,344
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
109
shares
|
$6,670
0.0% of portfolio
|
Q1 2021
Reduced 61.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
98
shares
|
$5,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
94
shares
|
$5,752
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
81
shares
|
$4,957
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$4,284
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
66
shares
|
$4,039
0.0% of portfolio
|
Q2 2020
Reduced 20.48%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$3,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
58
shares
|
$3,549
0.0% of portfolio
|
Q4 2023
Reduced 34.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
57
shares
|
$3,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
42
shares
|
$2,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
40
shares
|
$2,448
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
35
shares
|
$2,142
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
20
shares
|
$1,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$918
0.0% of portfolio
|
Q4 2022
Reduced 78.87%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
14
shares
|
$856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11
shares
|
$673
0.0% of portfolio
|
Q2 2022
Reduced 97.15%
|