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 |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
15,576
shares
|
$988,141
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
14,940
shares
|
$947,793
0.0% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
14,837
shares
|
$941,259
0.15% of portfolio
|
Q1 2024
Added 1.71%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
14,469
shares
|
$917,913
0.12% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
14,433
shares
|
$915,629
0.0% of portfolio
|
Q1 2024
Added 204.49%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
13,993
shares
|
$887,715
0.75% of portfolio
|
Q1 2024
Added 4.06%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
13,105
shares
|
$831,381
0.03% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
Windward Private Wealth Management Inc.
|
May 06, 2024 Q1 2024 |
12,424
shares
|
$788,178
0.33% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
Carlson Capital Management
|
Apr 12, 2024 Q1 2024 |
12,364
shares
|
$784,372
0.06% of portfolio
|
Q1 2024
Reduced 86.91%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
12,092
shares
|
$767,116
0.0% of portfolio
|
Q1 2024
Added 4.0%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
11,553
shares
|
$732,922
0.02% of portfolio
|
Q1 2024
Added 7.82%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
11,156
shares
|
$707,736
0.03% of portfolio
|
Q1 2024
Reduced 11.5%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
10,902
shares
|
$691,622
0.18% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2024 Q1 2024 |
10,436
shares
|
$662,059
0.04% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
10,150
shares
|
$643,916
0.24% of portfolio
|
Q4 2023
Added 176.72%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
10,120
shares
|
$642,012
0.0% of portfolio
|
Q1 2024
Added 3.86%
|
|
Wescott Financial Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
10,069
shares
|
$638,777
0.09% of portfolio
|
Q1 2024
Reduced 15.91%
|
|
Sound Stewardship, LLC
Overland Park, KS |
May 08, 2024 Q1 2024 |
9,040
shares
|
$573,497
0.36% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
9,001
shares
|
$571,023
0.06% of portfolio
|
Q1 2024
Added 70.86%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
8,744
shares
|
$554,719
0.03% of portfolio
|
Q1 2024
Added 12.35%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Apr 15, 2024 Q1 2024 |
8,545
shares
|
$542,094
0.62% of portfolio
|
Q4 2023
New holding
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
8,530
shares
|
$541,143
0.02% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Lester Murray Antman Dba Simply Rich
|
May 03, 2024 Q1 2024 |
7,995
shares
|
$507,202
0.17% of portfolio
|
Q4 2023
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
7,870
shares
|
$499,272
0.3% of portfolio
|
Q3 2023
Reduced 5.82%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
7,671
shares
|
$486,648
0.54% of portfolio
|
Q1 2024
Added 36.64%
|