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 5.51 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
56,230
shares
|
$3.76 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
55,681
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
55,239
shares
|
$3.69 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
50,281
shares
|
$3.36 Million
1.18% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
50,091
shares
|
$3.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
50,022
shares
|
$3.34 Million
0.81% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,826
shares
|
$3.2 Million
0.02% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
46,697
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
44,696
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
39,477
shares
|
$2.64 Million
1.18% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,023
shares
|
$2.54 Million
0.14% of portfolio
|
Q3 2022
Added 100.59%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
36,625
shares
|
$2.45 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,060
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
32,301
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
31,947
shares
|
$2.13 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
31,669
shares
|
$2.12 Million
0.82% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
30,705
shares
|
$2.05 Million
0.85% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
30,701
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
30,090
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
28,983
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
28,219
shares
|
$1.89 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
27,589
shares
|
$1.84 Million
1.26% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
27,535
shares
|
$1.84 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
27,041
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
26,662
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.98%
|