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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
26,419
shares
|
$1.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,081
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
25,848
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,396
shares
|
$1.63 Million
0.61% of portfolio
|
Q3 2023
Added 161.62%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
23,417
shares
|
$1.56 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
23,092
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
22,795
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
22,779
shares
|
$1.52 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
22,581
shares
|
$1.51 Million
0.43% of portfolio
|
Q4 2024
Reduced 25.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
22,567
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,795
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,587
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
19,480
shares
|
$1.3 Million
0.36% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,143
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
18,884
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
17,592
shares
|
$1.18 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
17,351
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,919
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
15,540
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,904
shares
|
$995,736
0.0% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,665
shares
|
$979,768
0.0% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,469
shares
|
$966,673
0.1% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
14,134
shares
|
$944,292
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13,997
shares
|
$935,139
0.04% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
13,729
shares
|
$917,234
0.23% of portfolio
|
Q4 2024
Reduced 25.94%
|