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 215 institutions that hold shares in the stock, with a total of 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
880,633
shares
|
$55.9 Million
0.66% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
413,092
shares
|
$26.2 Million
0.0% of portfolio
|
Q1 2024
Added 75.21%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
286,381
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2024
Added 12.47%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 13, 2024 Q1 2024 |
248,527
shares
|
$15.8 Million
4.69% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
225,074
shares
|
$14.3 Million
1.23% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
206,665
shares
|
$13.1 Million
1.83% of portfolio
|
Q1 2024
New holding
|
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
200,661
shares
|
$12.7 Million
0.74% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
186,813
shares
|
$11.9 Million
0.89% of portfolio
|
Q1 2024
Added 16.22%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
186,294
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
183,573
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
153,831
shares
|
$9.76 Million
0.11% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
136,819
shares
|
$8.68 Million
0.0% of portfolio
|
Q1 2024
Added 7.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
125,595
shares
|
$7.97 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 25, 2024 Q1 2024 |
119,935
shares
|
$7.61 Million
0.42% of portfolio
|
Q1 2024
Reduced 13.37%
|
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
91,104
shares
|
$5.78 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
84,453
shares
|
$5.36 Million
0.0% of portfolio
|
Q1 2024
Added 30.03%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
82,432
shares
|
$5.23 Million
1.28% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Telos Capital Management, Inc.
|
Apr 24, 2024 Q1 2024 |
80,504
shares
|
$5.11 Million
0.6% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
78,219
shares
|
$4.96 Million
0.0% of portfolio
|
Q1 2024
Added 6.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
77,055
shares
|
$4.89 Million
0.0% of portfolio
|
Q1 2023
Added 40.38%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
73,912
shares
|
$4.69 Million
0.9% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Neumann Capital Management, LLC
|
May 08, 2024 Q1 2024 |
70,389
shares
|
$4.47 Million
1.64% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
65,201
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2024
Added 235.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
63,539
shares
|
$4.03 Million
0.38% of portfolio
|
Q1 2024
Added 345.51%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
62,193
shares
|
$3.95 Million
1.18% of portfolio
|
Q1 2024
Reduced 1.28%
|
|