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 |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
61,776
shares
|
$3.92 Million
0.03% of portfolio
|
Q1 2024
Added 12.96%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
61,485
shares
|
$3.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 40.26%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
60,278
shares
|
$3.82 Million
0.12% of portfolio
|
Q1 2024
Added 1.54%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2024 Q1 2024 |
58,168
shares
|
$3.69 Million
0.92% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
57,179
shares
|
$3.63 Million
0.43% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
51,858
shares
|
$3.29 Million
0.18% of portfolio
|
Q1 2024
Reduced 28.29%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
46,610
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2024
Added 3.47%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
45,726
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
45,670
shares
|
$2.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
44,505
shares
|
$2.82 Million
1.35% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
44,099
shares
|
$2.8 Million
1.55% of portfolio
|
Q1 2024
Added 113.03%
|
|
Regency Capital Management Inc.\De
|
May 07, 2024 Q1 2024 |
44,002
shares
|
$2.79 Million
2.02% of portfolio
|
Q1 2024
Added 0.6%
|
|
Waterfront Wealth Inc.
|
May 13, 2024 Q1 2024 |
43,782
shares
|
$2.78 Million
0.8% of portfolio
|
Q1 2024
Added 11.78%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
41,249
shares
|
$2.62 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
40,130
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,023
shares
|
$2.41 Million
0.14% of portfolio
|
Q3 2022
Added 100.59%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
37,435
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
37,267
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
37,147
shares
|
$2.36 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2024 Q1 2024 |
36,298
shares
|
$2.3 Million
1.34% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 17, 2024 Q1 2024 |
32,700
shares
|
$2.07 Million
1.02% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
Smithbridge Asset Management Inc
|
May 03, 2024 Q1 2024 |
32,145
shares
|
$2.04 Million
0.43% of portfolio
|
Q1 2024
Added 0.57%
|
|
Mc Lean Asset Management Corp
|
Apr 10, 2024 Q1 2024 |
31,957
shares
|
$2.03 Million
0.71% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
31,040
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2024
Added 7.32%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
30,836
shares
|
$1.96 Million
0.61% of portfolio
|
Q1 2024
Added 10.43%
|