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 220 institutions that hold shares in the stock, with a total of 5.11 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 |
|---|---|---|---|---|---|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
51,553
shares
|
$4.05 Million
1.87% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
50,013
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
48,366
shares
|
$3.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,162
shares
|
$3.47 Million
0.02% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
41,691
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
40,700
shares
|
$3.2 Million
0.57% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
39,862
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
38,685
shares
|
$3.04 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
38,595
shares
|
$3.03 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
38,283
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,023
shares
|
$2.99 Million
0.14% of portfolio
|
Q3 2022
Added 100.59%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
34,933
shares
|
$2.75 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
31,106
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 376.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
29,262
shares
|
$2.3 Million
0.91% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
28,965
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
28,943
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
28,219
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
27,898
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,616
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
27,589
shares
|
$2.17 Million
1.26% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
27,420
shares
|
$2.16 Million
1.79% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,081
shares
|
$2.05 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
25,080
shares
|
$1.97 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,832
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,396
shares
|
$1.92 Million
0.61% of portfolio
|
Q3 2023
Added 161.62%
|