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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,190
shares
|
$393,126
0.0% of portfolio
|
Q3 2024
Reduced 86.56%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,045
shares
|
$383,917
0.1% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
5,918
shares
|
$375,852
0.1% of portfolio
|
Q3 2024
Added 50.2%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
5,886
shares
|
$373,819
0.12% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,715
shares
|
$362,959
0.0% of portfolio
|
Q3 2024
Reduced 72.32%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,706
shares
|
$362,388
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
5,668
shares
|
$359,974
0.34% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$353,623
0.0% of portfolio
|
Q3 2024
Reduced 86.52%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,556
shares
|
$352,861
0.02% of portfolio
|
Q4 2022
Reduced 5.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,272
shares
|
$334,824
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,269
shares
|
$334,634
0.41% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,088
shares
|
$323,138
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,004
shares
|
$317,804
0.01% of portfolio
|
Q3 2022
Added 44.0%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,837
shares
|
$307,197
0.02% of portfolio
|
Q3 2024
Reduced 53.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,739
shares
|
$300,973
0.0% of portfolio
|
Q3 2023
Reduced 26.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,721
shares
|
$299,830
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,699
shares
|
$298,433
0.08% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
4,585
shares
|
$291,193
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,506
shares
|
$286,176
0.03% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,496
shares
|
$285,540
0.11% of portfolio
|
Q3 2020
Reduced 4.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,437
shares
|
$281,793
0.0% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,387
shares
|
$278,618
0.02% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,369
shares
|
$277,475
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,227
shares
|
$268,456
0.05% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,202
shares
|
$266,869
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|