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 |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
4,036
shares
|
$258,828
0.15% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,984
shares
|
$255,493
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,886
shares
|
$249,209
0.04% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,797
shares
|
$243,501
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,694
shares
|
$236,896
0.0% of portfolio
|
Q3 2024
Reduced 35.58%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,674
shares
|
$235,613
0.0% of portfolio
|
Q3 2024
Reduced 35.36%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,637
shares
|
$233,240
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,589
shares
|
$230,162
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,524
shares
|
$225,994
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,373
shares
|
$216,310
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
3,268
shares
|
$209,576
0.17% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,240
shares
|
$207,781
0.0% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,190
shares
|
$204,574
0.01% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,172
shares
|
$203,420
0.16% of portfolio
|
Q2 2024
Reduced 48.07%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,001
shares
|
$192,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$188,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,486
shares
|
$159,427
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,398
shares
|
$153,783
0.0% of portfolio
|
Q3 2024
Added 151.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,323
shares
|
$148,973
0.01% of portfolio
|
Q2 2020
Reduced 32.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$127,298
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,888
shares
|
$121,077
0.0% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
1,820
shares
|
$116,716
0.04% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,744
shares
|
$111,842
0.09% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,546
shares
|
$99,144
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,449
shares
|
$92,924
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|