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 219 institutions that hold shares in the stock, with a total of 5.22 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
762,754
shares
|
$59.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
274,694
shares
|
$21.3 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
200,354
shares
|
$15.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
196,704
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
178,076
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
165,342
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
116,334
shares
|
$9.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
115,711
shares
|
$8.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
110,548
shares
|
$8.57 Million
0.09% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
106,651
shares
|
$8.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
105,946
shares
|
$8.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
94,789
shares
|
$7.35 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
92,096
shares
|
$7.14 Million
0.39% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
86,941
shares
|
$6.74 Million
0.26% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
84,915
shares
|
$6.58 Million
0.45% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
82,581
shares
|
$6.4 Million
0.65% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
78,914
shares
|
$6.12 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
71,345
shares
|
$5.53 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
69,221
shares
|
$5.37 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
64,917
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
62,821
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
61,499
shares
|
$4.77 Million
1.07% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
59,532
shares
|
$4.61 Million
0.43% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
57,593
shares
|
$4.46 Million
0.94% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
56,768
shares
|
$4.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.27%
|