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 |
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
6,471
shares
|
$446,693
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
6,408
shares
|
$442,344
0.12% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,252
shares
|
$431,575
0.01% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
6,147
shares
|
$424,327
0.01% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$417,286
0.1% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,035
shares
|
$416,596
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,790
shares
|
$399,683
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,738
shares
|
$396,094
0.0% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
5,706
shares
|
$393,885
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
5,668
shares
|
$391,262
0.34% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,521
shares
|
$381,114
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,286
shares
|
$364,892
0.02% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$363,926
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,154
shares
|
$355,780
0.09% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,100
shares
|
$352,053
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$345,426
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,892
shares
|
$337,694
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$327,133
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,619
shares
|
$318,849
0.0% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
4,538
shares
|
$313,258
0.05% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$310,358
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,447
shares
|
$306,976
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,387
shares
|
$302,834
0.03% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,372
shares
|
$301,799
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,355
shares
|
$300,625
0.02% of portfolio
|
Q1 2025
Reduced 11.65%
|