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 199 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $338 Million.
| 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
|
$1.67 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
25,848
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,396
shares
|
$1.56 Million
0.61% of portfolio
|
Q3 2023
Added 161.62%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
23,417
shares
|
$1.5 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
23,340
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
23,217
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
23,092
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
22,581
shares
|
$1.45 Million
0.43% of portfolio
|
Q4 2024
Reduced 25.84%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,795
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,587
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
18,537
shares
|
$1.19 Million
0.34% of portfolio
|
Q3 2024
Reduced 91.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,210
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
18,049
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
17,941
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
17,175
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
16,953
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,336
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,296
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 60.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
15,383
shares
|
$986,511
0.05% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
14,469
shares
|
$927,896
0.11% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
14,381
shares
|
$922,253
0.0% of portfolio
|
Q3 2024
Added 45.67%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
14,134
shares
|
$906,413
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,548
shares
|
$868,833
0.0% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,429
shares
|
$861,201
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,965
shares
|
$831,445
0.08% of portfolio
|
Q4 2024
Reduced 11.44%
|