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 |
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
12,536
shares
|
$865,360
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12,023
shares
|
$829,947
0.03% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,997
shares
|
$828,152
0.01% of portfolio
|
Q1 2025
Added 1.73%
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
11,589
shares
|
$799,988
0.3% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,451
shares
|
$790,462
0.0% of portfolio
|
Q4 2024
Added 100.37%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,396
shares
|
$717,635
0.0% of portfolio
|
Q1 2025
Reduced 66.14%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,283
shares
|
$709,835
0.02% of portfolio
|
Q1 2025
Added 85.75%
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,001
shares
|
$690,369
0.02% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
10,000
shares
|
$690,300
0.35% of portfolio
|
Q1 2025
New holding
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,949
shares
|
$686,779
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
9,819
shares
|
$677,805
0.02% of portfolio
|
Q1 2025
Added 5.28%
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,473
shares
|
$653,921
0.01% of portfolio
|
Q1 2025
New holding
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
9,021
shares
|
$622,719
0.45% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,816
shares
|
$608,568
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
8,645
shares
|
$596,764
0.33% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
8,394
shares
|
$579,437
0.35% of portfolio
|
Q1 2025
Added 21.56%
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
7,896
shares
|
$545,060
0.15% of portfolio
|
Q1 2025
Added 0.46%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
7,836
shares
|
$540,919
0.07% of portfolio
|
Q4 2024
Added 2.4%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,445
shares
|
$513,928
0.01% of portfolio
|
Q1 2025
Added 77.18%
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
7,280
shares
|
$502,538
0.29% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,119
shares
|
$491,424
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,976
shares
|
$481,553
0.0% of portfolio
|
Q1 2025
Reduced 35.47%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,874
shares
|
$474,512
0.0% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
6,490
shares
|
$448,004
0.12% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,488
shares
|
$447,866
0.0% of portfolio
|
Q1 2025
Added 12.07%
|