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 |
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,308
shares
|
$159,321
0.0% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,061
shares
|
$142,270
0.0% of portfolio
|
Q1 2025
Added 139.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,985
shares
|
$137,024
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,820
shares
|
$125,634
0.04% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,751
shares
|
$120,871
0.1% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,747
shares
|
$120,595
0.0% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,591
shares
|
$109,826
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,449
shares
|
$100,024
0.0% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,373
shares
|
$94,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,300
shares
|
$89,739
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,300
shares
|
$89,739
0.0% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,255
shares
|
$86,632
0.07% of portfolio
|
Q1 2025
Reduced 45.15%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,225
shares
|
$84,561
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,220
shares
|
$84,216
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,117
shares
|
$77,106
0.01% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,000
shares
|
$69,030
0.01% of portfolio
|
Q2 2020
Reduced 57.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
755
shares
|
$52,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
700
shares
|
$48,321
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
693
shares
|
$47,837
0.01% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
677
shares
|
$46,733
0.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
675
shares
|
$46,595
0.01% of portfolio
|
Q4 2020
Reduced 71.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
668
shares
|
$46,112
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
609
shares
|
$42,039
0.01% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
599
shares
|
$41,348
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
552
shares
|
$38,104
0.0% of portfolio
|
Q1 2020
Reduced 86.16%
|