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 204 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
55,324
shares
|
$3.49 Million
0.24% of portfolio
|
Q3 2024
Reduced 43.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
50,711
shares
|
$3.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
50,339
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
49,243
shares
|
$3.11 Million
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
47,252
shares
|
$2.98 Million
0.82% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,803
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
46,307
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
41,294
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,023
shares
|
$2.4 Million
0.14% of portfolio
|
Q3 2022
Added 100.59%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
36,625
shares
|
$2.31 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
36,034
shares
|
$2.28 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
35,700
shares
|
$2.25 Million
1.26% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
33,990
shares
|
$2.15 Million
1.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
33,757
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
33,457
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
31,947
shares
|
$2.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,213
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,656
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2024
Reduced 82.65%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
30,448
shares
|
$1.92 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
28,826
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
28,662
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
28,508
shares
|
$1.8 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,599
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
27,589
shares
|
$1.74 Million
1.26% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
27,076
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.33%
|