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 216 institutions that hold shares in the stock, with a total of 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $371 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 |
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,081
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25,367
shares
|
$1.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,396
shares
|
$1.68 Million
0.61% of portfolio
|
Q3 2023
Added 161.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
24,351
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
23,499
shares
|
$1.62 Million
1.67% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
22,567
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
22,452
shares
|
$1.55 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
22,335
shares
|
$1.54 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
22,046
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
21,171
shares
|
$1.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
21,077
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,587
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
20,565
shares
|
$1.42 Million
0.49% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
19,311
shares
|
$1.33 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
18,884
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
17,351
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
15,972
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,919
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,126
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,904
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,469
shares
|
$998,795
0.1% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
14,178
shares
|
$978,707
0.74% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
13,729
shares
|
$947,712
0.23% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,706
shares
|
$946,125
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
12,836
shares
|
$886,069
0.08% of portfolio
|
Q1 2025
New holding
|