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 |
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
547
shares
|
$37,759
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$34,515
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
500
shares
|
$34,515
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
400
shares
|
$27,612
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
280
shares
|
$19,328
0.01% of portfolio
|
Q4 2024
Reduced 56.52%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
274
shares
|
$18,914
0.0% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
252
shares
|
$17,395
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
245
shares
|
$16,912
0.0% of portfolio
|
Q2 2023
Reduced 10.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
212
shares
|
$14,634
0.0% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
206
shares
|
$14,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
200
shares
|
$13,806
0.0% of portfolio
|
Q1 2024
Reduced 31.51%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$13,806
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
193
shares
|
$13,322
0.0% of portfolio
|
Q1 2025
Reduced 66.61%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
175
shares
|
$12,080
0.0% of portfolio
|
Q1 2024
Reduced 93.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
170
shares
|
$11,735
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
168
shares
|
$11,597
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
162
shares
|
$11,182
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
151
shares
|
$10,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
130
shares
|
$8,973
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
122
shares
|
$8,421
0.0% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
109
shares
|
$7,524
0.0% of portfolio
|
Q1 2021
Reduced 61.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$6,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
98
shares
|
$6,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
86
shares
|
$5,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
83
shares
|
$5,729
0.0% of portfolio
|
Q4 2024
Added 1.22%
|