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 202 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,429
shares
|
$852,875
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,427
shares
|
$789,238
0.03% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
12,419
shares
|
$788,730
0.33% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,305
shares
|
$717,980
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9,984
shares
|
$634,083
0.0% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,798
shares
|
$622,270
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
8,845
shares
|
$561,745
0.33% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
8,828
shares
|
$560,666
0.04% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,324
shares
|
$528,657
0.07% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,981
shares
|
$506,873
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
7,860
shares
|
$499,188
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
7,652
shares
|
$485,978
0.07% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
7,580
shares
|
$481,405
0.3% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,565
shares
|
$480,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
7,259
shares
|
$461,019
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,255
shares
|
$460,765
0.01% of portfolio
|
Q2 2024
Added 75.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,247
shares
|
$460,256
0.0% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
7,181
shares
|
$456,065
0.46% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,991
shares
|
$443,998
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,712
shares
|
$426,279
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,521
shares
|
$414,148
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
6,471
shares
|
$410,973
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,410
shares
|
$407,099
0.01% of portfolio
|
Q1 2024
Added 21.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,352
shares
|
$403,415
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,337
shares
|
$402,462
0.0% of portfolio
|
Q3 2024
Reduced 19.08%
|